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2,617 hedge funds and large institutions have $170B invested in Verizon in 2019 Q4 according to their latest regulatory filings, with 312 funds opening new positions, 1,194 increasing their positions, 891 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

420% more first-time investments, than exits

New positions opened: 312 | Existing positions closed: 60

34% more repeat investments, than reductions

Existing positions increased: 1,194 | Existing positions reduced: 891

9% more funds holding

Funds holding: 2,4012,617 (+216)

5% more call options, than puts

Call options by funds: $1.43B | Put options by funds: $1.37B

2% more capital invested

Capital invested by funds: $166B → $170B (+$4.04B)

0.37% more ownership

Funds ownership: 66.6%66.97% (+0.37%)

15% less funds holding in top 10

Funds holding in top 10: 227192 (-35)

Holders
2,617
Holders Change
+216
Holders Change %
+9%
% of All Funds
51.56%
Holding in Top 10
192
Holding in Top 10 Change
-35
Holding in Top 10 Change %
-15.42%
% of All Funds
3.78%
New
312
Increased
1,194
Reduced
891
Closed
60
Calls
$1.43B
Puts
$1.37B
Net Calls
+$65.3M
Net Calls Change
+$65.8M
Name Holding Trade Value Shares
Change
Change in
Stake
FGAM
2401
Financial Gravity Asset Management
Texas
$261K -$13.1K -217 -6%
SSWG
2402
Seven Springs Wealth Group
Tennessee
$261K +$256K +4,243 New
KWM
2403
Keebeck Wealth Management
Illinois
$261K +$257K +4,266 New
BDF
2404
Black Diamond Financial
Maryland
$259K -$56.6K -939 -18%
RGIA
2405
Rainier Group Investment Advisory
Washington
$259K -$37.8K -626 -13%
FAM
2406
Fenimore Asset Management
New York
$258K
BL
2407
Balentine LLC
Georgia
$258K +$27K +448 +12%
WCM
2408
Washburn Capital Management
Florida
$258K +$253K +4,200 New
BRA
2409
Bender Robert & Associates
California
$257K -$6.03K -100 -2%
QCM
2410
Quadrant Capital Management
New Jersey
$257K +$241 +4 +0.1%
PP
2411
PrairieView Partners
Minnesota
$257K +$3.86K +64 +2%
RAM
2412
Roanoke Asset Management
New Jersey
$257K +$17.8K +295 +8%
AWS
2413
Arkfeld Wealth Strategies
Nebraska
$257K +$256K +4,252 New
TI
2414
Truepoint Inc
Ohio
$255K
QCM
2415
Quantinno Capital Management
New York
$254K -$272K -4,505 -52%
BCIM
2416
Bishop & Co Investment Management
Pennsylvania
$254K +$905 +15 +0.4%
FPGK
2417
Financial Partners Group (Kansas)
Kansas
$253K +$12.2K +203 +5%
AWM
2418
Altus Wealth Management
Kentucky
$253K +$249K +4,120 New
KA
2419
Klingman & Associates
New York
$252K -$30.2K -500 -11%
AIM
2420
Arcadia Investment Management
Michigan
$252K
AWM
2421
Aprio Wealth Management
Georgia
$251K +$247K +4,087 New
LFA
2422
Legacy Financial Advisors
Kentucky
$250K -$19.8K -328 -7%
KFS
2423
Kelly Financial Services
Massachusetts
$249K +$422 +7 +0.2%
KFA
2424
Kays Financial Advisory
Georgia
$249K -$80.2K -1,329 -25%
IAS
2425
IMA Advisory Services
Colorado
$248K

VZ Hedge Fund Activity: Q4 2019 in Review

2,617 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Verizon (VZ) for Q4 2019, worth a combined $170B — up 2.4% from $166B a quarter earlier.

Buyers outnumbered sellers: 312 funds opened new VZ positions and 60 closed out — a net gain of 252 holders — while 1,194 added to existing stakes and 891 trimmed.

The largest buyer was Parnassus Investments, opening a new position worth an estimated $715M. The largest seller was Bank of America, cutting an estimated $562M.

  • 2,617 institutional investors held Verizon (VZ) as of Q4 2019, up from 2,401 in Q3 2019.
  • Funds reported $170B of Verizon stock for Q4 2019, up 2.4% quarter-over-quarter.
  • 312 funds opened new Verizon positions in Q4 2019 and 60 closed out, a net change of +252 holders.
  • The largest Verizon buyer in Q4 2019 was Parnassus Investments, an estimated $715M added.
  • The largest Verizon seller in Q4 2019 was Bank of America, an estimated $562M sold.

Based on aggregated 13F filings for Q4 2019.