Verizon
1,888 hedge funds and large institutions have $135B invested in Verizon in 2016 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 859 increasing their positions, 777 reducing their positions, and 85 closing their positions.
47% more call options, than puts
Call options by funds: $2.69B | Put options by funds: $1.83B
11% more repeat investments, than reductions
Existing positions increased: 859 | Existing positions reduced: 777
0.44% less ownership
Funds ownership: 64.98% → 64.53% (-0.44%)
2% less funds holding
Funds holding: 1,919 → 1,888 (-31)
8% less capital invested
Capital invested by funds: $148B → $135B (-$12.2B)
13% less first-time investments, than exits
New positions opened: 74 | Existing positions closed: 85
32% less funds holding in top 10
Funds holding in top 10: 294 → 200 (-94)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$364M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$297M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$267M |
| 4 |
Nordea Investment Management
Stockholm,
Sweden
|
+$213M |
| 5 |
State Street
Boston,
Massachusetts
|
+$209M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$738M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$345M |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
-$287M |
| 4 |
Norges Bank
Oslo,
Norway
|
-$261M |
| 5 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
-$211M |
VZ Hedge Fund Activity: Q3 2016 in Review
1,888 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Verizon (VZ) for Q3 2016, worth a combined $135B — down 8.2% from $148B a quarter earlier.
Sellers outnumbered buyers: 85 funds closed out of VZ and 74 opened new positions — a net loss of 11 holders — while 777 trimmed existing stakes and 859 added.
The largest buyer was Vanguard Group, adding an estimated $364M. The largest seller was Macquarie Group, cutting an estimated $738M.
- 1,888 institutional investors held Verizon (VZ) as of Q3 2016, down from 1,919 in Q2 2016.
- Funds reported $135B of Verizon stock for Q3 2016, down 8.2% quarter-over-quarter.
- 74 funds opened new Verizon positions in Q3 2016 and 85 closed out, a net change of -11 holders.
- The largest Verizon buyer in Q3 2016 was Vanguard Group, an estimated $364M added.
- The largest Verizon seller in Q3 2016 was Macquarie Group, an estimated $738M sold.
Based on aggregated 13F filings for Q3 2016.