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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
NWS
2451
Newport Wealth Strategies
California
$236K +$38.6K +640 +19%
BBL
2452
Beck Bode LLC
Massachusetts
$235K +$231K +3,823 New
BA
2453
Ballew Advisors
Mississippi
$234K +$19.9K +330 +9%
APW
2454
Austin Private Wealth
Texas
$233K +$229K +3,796 New
CCA
2455
Conestoga Capital Advisors
Pennsylvania
$232K
DS
2456
DRW Securities
Illinois
$232K +$228K +3,774 New
QWM
2457
Quaker Wealth Management
New Jersey
$232K +$228K +3,775 New
SWK
2458
Stephen W. Kidder
$231K
AWMG
2459
Alliance Wealth Management Group
New Jersey
$231K +$7.48K +124 +3%
GWAG
2460
Garrett Wealth Advisory Group
Texas
$231K +$10.8K +179 +5%
QCI
2461
Quaker Capital Investments
Pennsylvania
$230K
RWM
2462
RBA Wealth Management
California
$230K
ODG
2463
O'Dell Group
Ohio
$230K +$1.63K +27 +0.7%
FC
2464
FCA Corp
Texas
$230K +$6.88K +114 +3%
P
2465
&Partners
Tennessee
$229K -$12.2K -202 -5%
BAMG
2466
Brand Asset Management Group
Missouri
$229K
GTAM
2467
Global Trust Asset Management
Florida
$229K +$217K +3,600 +2,880%
SMG
2468
Smart Money Group
Texas
$227K +$4.58K +76 +2%
RG
2469
Retirement Group
California
$226K +$222K +3,686 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
2470
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$224K +$220K +3,646 New
PRWA
2471
Platte River Wealth Advisors
Colorado
$222K +$225K +3,737 New
WA
2472
WESPAC Advisors
California
$220K -$23.5K -389 -10%
DMC
2473
Drexel Morgan & Co
Pennsylvania
$220K
PWA
2474
Physician Wealth Advisors
Utah
$220K
CGA
2475
Crescent Grove Advisors
Illinois
$220K +$60 +1 +0%

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.