Verizon
2,132 hedge funds and large institutions have $140B invested in Verizon in 2017 Q4 according to their latest regulatory filings, with 290 funds opening new positions, 817 increasing their positions, 868 reducing their positions, and 62 closing their positions.
368% more first-time investments, than exits
New positions opened: 290 | Existing positions closed: 62
26% more funds holding in top 10
Funds holding in top 10: 105 → 132 (+27)
11% more funds holding
Funds holding: 1,919 → 2,132 (+213)
8% more capital invested
Capital invested by funds: $130B → $140B (+$10.5B)
0.72% more ownership
Funds ownership: 64.27% → 64.99% (+0.72%)
1% less call options, than puts
Call options by funds: $1.67B | Put options by funds: $1.68B
6% less repeat investments, than reductions
Existing positions increased: 817 | Existing positions reduced: 868
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$1.12B |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$558M |
| 3 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
+$557M |
| 4 |
Boston Partners
Boston,
Massachusetts
|
+$364M |
| 5 |
Norges Bank
Oslo,
Norway
|
+$301M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$731M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$286M |
| 3 |
Nordea Investment Management
Stockholm,
Sweden
|
-$285M |
| 4 |
D.E. Shaw & Co
New York
|
-$235M |
| 5 |
Viking Global Investors
Stamford,
Connecticut
|
-$184M |
VZ Hedge Fund Activity: Q4 2017 in Review
2,132 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Verizon (VZ) for Q4 2017, worth a combined $140B — up 8.1% from $130B a quarter earlier.
Buyers outnumbered sellers: 290 funds opened new VZ positions and 62 closed out — a net gain of 228 holders — while 817 added to existing stakes and 868 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $1.12B. The largest seller was Bank of America, cutting an estimated $731M.
- 2,132 institutional investors held Verizon (VZ) as of Q4 2017, up from 1,919 in Q3 2017.
- Funds reported $140B of Verizon stock for Q4 2017, up 8.1% quarter-over-quarter.
- 290 funds opened new Verizon positions in Q4 2017 and 62 closed out, a net change of +228 holders.
- The largest Verizon buyer in Q4 2017 was Wellington Management Group, an estimated $1.12B added.
- The largest Verizon seller in Q4 2017 was Bank of America, an estimated $731M sold.
Based on aggregated 13F filings for Q4 2017.