Verizon
2,147 hedge funds and large institutions have $135B invested in Verizon in 2018 Q2 according to their latest regulatory filings, with 129 funds opening new positions, 930 increasing their positions, 903 reducing their positions, and 84 closing their positions.
54% more first-time investments, than exits
New positions opened: 129 | Existing positions closed: 84
32% more funds holding in top 10
Funds holding in top 10: 102 → 135 (+33)
5% more capital invested
Capital invested by funds: $128B → $135B (+$6.68B)
1% more funds holding
Funds holding: 2,123 → 2,147 (+24)
3% more repeat investments, than reductions
Existing positions increased: 930 | Existing positions reduced: 903
0.13% more ownership
Funds ownership: 65.12% → 65.26% (+0.13%)
29% less call options, than puts
Call options by funds: $1.48B | Put options by funds: $2.09B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$875M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
+$427M |
| 3 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$340M |
| 4 |
Boston Partners
Boston,
Massachusetts
|
+$291M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$265M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$1.06B |
| 2 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
-$627M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$375M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$371M |
| 5 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
-$232M |
VZ Hedge Fund Activity: Q2 2018 in Review
2,147 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Verizon (VZ) for Q2 2018, worth a combined $135B — up 5.2% from $128B a quarter earlier.
Buyers outnumbered sellers: 129 funds opened new VZ positions and 84 closed out — a net gain of 45 holders — while 930 added to existing stakes and 903 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $875M. The largest seller was Capital Research Global Investors, cutting an estimated $1.06B.
- 2,147 institutional investors held Verizon (VZ) as of Q2 2018, up from 2,123 in Q1 2018.
- Funds reported $135B of Verizon stock for Q2 2018, up 5.2% quarter-over-quarter.
- 129 funds opened new Verizon positions in Q2 2018 and 84 closed out, a net change of +45 holders.
- The largest Verizon buyer in Q2 2018 was JP Morgan Chase, an estimated $875M added.
- The largest Verizon seller in Q2 2018 was Capital Research Global Investors, an estimated $1.06B sold.
Based on aggregated 13F filings for Q2 2018.