Verizon
1,793 hedge funds and large institutions have $127B invested in Verizon in 2015 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 847 increasing their positions, 687 reducing their positions, and 85 closing their positions.
25% more funds holding in top 10
Funds holding in top 10: 133 → 166 (+33)
23% more repeat investments, than reductions
Existing positions increased: 847 | Existing positions reduced: 687
4% more first-time investments, than exits
New positions opened: 88 | Existing positions closed: 85
3% more capital invested
Capital invested by funds: $123B → $127B (+$4.22B)
0.39% less ownership
Funds ownership: 63.17% → 62.78% (-0.39%)
1% less funds holding
Funds holding: 1,810 → 1,793 (-17)
16% less call options, than puts
Call options by funds: $1.62B | Put options by funds: $1.94B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
+$517M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
+$419M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$375M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$372M |
| 5 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
+$310M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$536M |
| 2 |
LPU
Lansdowne Partners (UK)
London,
United Kingdom
|
-$400M |
| 3 |
State Street
Boston,
Massachusetts
|
-$375M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$277M |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
-$231M |
VZ Hedge Fund Activity: Q1 2015 in Review
1,793 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in Verizon (VZ) for Q1 2015, worth a combined $127B — up 3.4% from $123B a quarter earlier.
Buyers outnumbered sellers: 88 funds opened new VZ positions and 85 closed out — a net gain of 3 holders — while 847 added to existing stakes and 687 trimmed.
The largest buyer was Capital International Investors, adding an estimated $517M. The largest seller was JP Morgan Chase, cutting an estimated $536M.
- 1,793 institutional investors held Verizon (VZ) as of Q1 2015, down from 1,810 in Q4 2014.
- Funds reported $127B of Verizon stock for Q1 2015, up 3.4% quarter-over-quarter.
- 88 funds opened new Verizon positions in Q1 2015 and 85 closed out, a net change of +3 holders.
- The largest Verizon buyer in Q1 2015 was Capital International Investors, an estimated $517M added.
- The largest Verizon seller in Q1 2015 was JP Morgan Chase, an estimated $536M sold.
Based on aggregated 13F filings for Q1 2015.