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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
IWA
2426
Inspirion Wealth Advisors
Illinois
$248K
FAM
2427
Flaharty Asset Management
Florida
$248K +$25.8K +428 +12%
MHIC
2428
Marble Harbor Investment Counsel
Massachusetts
$247K +$242K +4,016 New
ICA
2429
Infrastructure Capital Advisors
New York
$246K -$49.6K -823 -17%
IA
2430
Independence Advisors
Pennsylvania
$246K -$21.1K -350 -8%
AAP
2431
Aristotle Atlantic Partners
Florida
$246K
FA
2432
Financial Advantage
Maryland
$245K
RWG
2433
Regal Wealth Group
California
$245K +$18.9K +314 +9%
MWM
2434
MBE Wealth Management
Wisconsin
$245K +$241K +3,991 New
TWM
2435
Titus Wealth Management
California
$244K +$7.36K +122 +3%
FC
2436
Ferris Capital
Massachusetts
$244K +$33.8K +561 +16%
SFPG
2437
Stonebridge Financial Planning Group
Florida
$244K +$240K +3,980 New
IIA
2438
IPG Investment Advisors
California
$244K -$184K -3,045 -43%
TA
2439
Trellis Advisors
Washington
$243K +$1.39K +23 +0.6%
SCA
2440
SMH Capital Advisors
Texas
$243K +$2.17K +36 +0.9%
SICM
2441
Sustainable Insight Capital Management
New York
$242K -$6.03K -100 -2%
WA
2442
Waverly Advisors
Alabama
$242K -$3.86K -64 -2%
AW
2443
Alpha Windward
Massachusetts
$242K +$483 +8 +0.2%
UCI
2444
Uncommon Cents Investing
Wisconsin
$241K
CCM
2445
Cox Capital Management
Massachusetts
$239K
RWM
2446
Reston Wealth Management
Virginia
$239K +$1.27K +21 +0.5%
EA
2447
Elm Advisors
California
$238K
FWM
2448
Fairhaven Wealth Management
Illinois
$237K
AAS
2449
Annex Advisory Services
Wisconsin
$236K -$9.89K -164 -4%
FBA
2450
Front Barnett Associates
Illinois
$236K +$23.3K +386 +11%

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.