Verizon
1,903 hedge funds and large institutions have $140B invested in Verizon in 2016 Q1 according to their latest regulatory filings, with 123 funds opening new positions, 900 increasing their positions, 732 reducing their positions, and 59 closing their positions.
108% more first-time investments, than exits
New positions opened: 123 | Existing positions closed: 59
67% more funds holding in top 10
Funds holding in top 10: 168 → 280 (+112)
23% more repeat investments, than reductions
Existing positions increased: 900 | Existing positions reduced: 732
16% more capital invested
Capital invested by funds: $121B → $140B (+$19.5B)
2% more funds holding
Funds holding: 1,860 → 1,903 (+43)
1.2% more ownership
Funds ownership: 64.45% → 65.65% (+1.2%)
21% less call options, than puts
Call options by funds: $1.62B | Put options by funds: $2.05B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal London Asset Management
United Kingdom
|
+$2.62B |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$523M |
| 3 |
Capital World Investors
Los Angeles,
California
|
+$415M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$398M |
| 5 |
Norges Bank
Oslo,
Norway
|
+$213M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$465M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
-$455M |
| 3 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
-$321M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$180M |
| 5 |
BIM
BlackRock Investment Management
Wilmington,
Delaware
|
-$132M |
VZ Hedge Fund Activity: Q1 2016 in Review
1,903 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in Verizon (VZ) for Q1 2016, worth a combined $140B — up 16% from $121B a quarter earlier.
Buyers outnumbered sellers: 123 funds opened new VZ positions and 59 closed out — a net gain of 64 holders — while 900 added to existing stakes and 732 trimmed.
The largest buyer was Royal London Asset Management, adding an estimated $2.62B. The largest seller was Franklin Resources, cutting an estimated $465M.
- 1,903 institutional investors held Verizon (VZ) as of Q1 2016, up from 1,860 in Q4 2015.
- Funds reported $140B of Verizon stock for Q1 2016, up 16% quarter-over-quarter.
- 123 funds opened new Verizon positions in Q1 2016 and 59 closed out, a net change of +64 holders.
- The largest Verizon buyer in Q1 2016 was Royal London Asset Management, an estimated $2.62B added.
- The largest Verizon seller in Q1 2016 was Franklin Resources, an estimated $465M sold.
Based on aggregated 13F filings for Q1 2016.