Verizon
1,919 hedge funds and large institutions have $130B invested in Verizon in 2017 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 774 increasing their positions, 903 reducing their positions, and 92 closing their positions.
35% more funds holding in top 10
Funds holding in top 10: 78 → 105 (+27)
21% more call options, than puts
Call options by funds: $1.97B | Put options by funds: $1.63B
13% more capital invested
Capital invested by funds: $115B → $130B (+$14.6B)
1.07% more ownership
Funds ownership: 63.2% → 64.27% (+1.1%)
7% more first-time investments, than exits
New positions opened: 98 | Existing positions closed: 92
1% less funds holding
Funds holding: 1,930 → 1,919 (-11)
14% less repeat investments, than reductions
Existing positions increased: 774 | Existing positions reduced: 903
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$1.64B |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$366M |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
+$260M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$247M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$226M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$359M |
| 2 |
APG Asset Management
Amsterdam,
Netherlands
|
-$292M |
| 3 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$200M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$196M |
| 5 |
Capital International Investors
Los Angeles,
California
|
-$181M |
VZ Hedge Fund Activity: Q3 2017 in Review
1,919 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Verizon (VZ) for Q3 2017, worth a combined $130B — up 13% from $115B a quarter earlier.
Buyers outnumbered sellers: 98 funds opened new VZ positions and 92 closed out — a net gain of 6 holders — while 774 added to existing stakes and 903 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $1.64B. The largest seller was Capital World Investors, cutting an estimated $359M.
- 1,919 institutional investors held Verizon (VZ) as of Q3 2017, down from 1,930 in Q2 2017.
- Funds reported $130B of Verizon stock for Q3 2017, up 13% quarter-over-quarter.
- 98 funds opened new Verizon positions in Q3 2017 and 92 closed out, a net change of +6 holders.
- The largest Verizon buyer in Q3 2017 was Wellington Management Group, an estimated $1.64B added.
- The largest Verizon seller in Q3 2017 was Capital World Investors, an estimated $359M sold.
Based on aggregated 13F filings for Q3 2017.