Verizon
1,436 hedge funds and large institutions have $76.6B invested in Verizon in 2013 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 632 increasing their positions, 588 reducing their positions, and 65 closing their positions.
23% more first-time investments, than exits
New positions opened: 80 | Existing positions closed: 65
18% more call options, than puts
Call options by funds: $1.14B | Put options by funds: $965M
7% more repeat investments, than reductions
Existing positions increased: 632 | Existing positions reduced: 588
0.68% more ownership
Funds ownership: 56.58% → 57.26% (+0.68%)
0% more funds holding
Funds holding: 1,435 → 1,436 (+1)
6% less capital invested
Capital invested by funds: $81.5B → $76.6B (-$4.91B)
34% less funds holding in top 10
Funds holding in top 10: 140 → 92 (-48)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$464M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
+$361M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$160M |
| 4 |
LCG
Luxor Capital Group
New York
|
+$156M |
| 5 |
CA
Cortland Advisers
Wilmington,
Delaware
|
+$146M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$442M |
| 2 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
-$239M |
| 3 |
SP
Sarasin & Partners
London,
United Kingdom
|
-$200M |
| 4 |
PAMU
Pictet Asset Management (UK)
London,
United Kingdom
|
-$125M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$97M |
VZ Hedge Fund Activity: Q3 2013 in Review
1,436 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in Verizon (VZ) for Q3 2013, worth a combined $76.6B — down 6% from $81.5B a quarter earlier.
Buyers outnumbered sellers: 80 funds opened new VZ positions and 65 closed out — a net gain of 15 holders — while 632 added to existing stakes and 588 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $464M. The largest seller was Fidelity Investments, cutting an estimated $442M.
- 1,436 institutional investors held Verizon (VZ) as of Q3 2013, up from 1,435 in Q2 2013.
- Funds reported $76.6B of Verizon stock for Q3 2013, down 6% quarter-over-quarter.
- 80 funds opened new Verizon positions in Q3 2013 and 65 closed out, a net change of +15 holders.
- The largest Verizon buyer in Q3 2013 was Wellington Management Group, an estimated $464M added.
- The largest Verizon seller in Q3 2013 was Fidelity Investments, an estimated $442M sold.
Based on aggregated 13F filings for Q3 2013.