Verizon
1,810 hedge funds and large institutions have $123B invested in Verizon in 2014 Q4 according to their latest regulatory filings, with 201 funds opening new positions, 831 increasing their positions, 628 reducing their positions, and 75 closing their positions.
168% more first-time investments, than exits
New positions opened: 201 | Existing positions closed: 75
32% more repeat investments, than reductions
Existing positions increased: 831 | Existing positions reduced: 628
6% more funds holding
Funds holding: 1,705 → 1,810 (+105)
0.01% more ownership
Funds ownership: 63.15% → 63.17% (+0.01%)
6% less capital invested
Capital invested by funds: $131B → $123B (-$8.32B)
14% less call options, than puts
Call options by funds: $1.2B | Put options by funds: $1.41B
32% less funds holding in top 10
Funds holding in top 10: 195 → 133 (-62)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LSV Asset Management
Chicago,
Illinois
|
+$379M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$343M |
| 3 |
SOMRS
State of Michigan Retirement System
Lansing,
Michigan
|
+$297M |
| 4 |
State Street
Boston,
Massachusetts
|
+$288M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$275M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$431M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$398M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$344M |
| 4 |
PC
Paulson & Co
New York
|
-$343M |
| 5 |
OH
Orbis Holdings
Hamilton,
Bermuda
|
-$309M |
VZ Hedge Fund Activity: Q4 2014 in Review
1,810 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in Verizon (VZ) for Q4 2014, worth a combined $123B — down 6.3% from $131B a quarter earlier.
Buyers outnumbered sellers: 201 funds opened new VZ positions and 75 closed out — a net gain of 126 holders — while 831 added to existing stakes and 628 trimmed.
The largest buyer was LSV Asset Management, adding an estimated $379M. The largest seller was Fidelity Investments, cutting an estimated $431M.
- 1,810 institutional investors held Verizon (VZ) as of Q4 2014, up from 1,705 in Q3 2014.
- Funds reported $123B of Verizon stock for Q4 2014, down 6.3% quarter-over-quarter.
- 201 funds opened new Verizon positions in Q4 2014 and 75 closed out, a net change of +126 holders.
- The largest Verizon buyer in Q4 2014 was LSV Asset Management, an estimated $379M added.
- The largest Verizon seller in Q4 2014 was Fidelity Investments, an estimated $431M sold.
Based on aggregated 13F filings for Q4 2014.