Verizon
2,573 hedge funds and large institutions have $148B invested in Verizon in 2020 Q1 according to their latest regulatory filings, with 132 funds opening new positions, 1,266 increasing their positions, 1,010 reducing their positions, and 142 closing their positions.
36% more funds holding in top 10
Funds holding in top 10: 192 → 261 (+69)
25% more repeat investments, than reductions
Existing positions increased: 1,266 | Existing positions reduced: 1,010
16% more call options, than puts
Call options by funds: $1.18B | Put options by funds: $1.02B
0.21% less ownership
Funds ownership: 66.97% → 66.76% (-0.21%)
7% less first-time investments, than exits
New positions opened: 132 | Existing positions closed: 142
2% less funds holding
Funds holding: 2,617 → 2,573 (-44)
13% less capital invested
Capital invested by funds: $170B → $148B (-$22.3B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$584M |
| 2 |
Charles Schwab
San Francisco,
California
|
+$440M |
| 3 |
D.E. Shaw & Co
New York
|
+$308M |
| 4 |
Capital International Investors
Los Angeles,
California
|
+$298M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$282M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$1.95B |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
-$889M |
| 3 |
Goldman Sachs
New York
|
-$516M |
| 4 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$456M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$407M |
VZ Hedge Fund Activity: Q1 2020 in Review
2,573 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Verizon (VZ) for Q1 2020, worth a combined $148B — down 13% from $170B a quarter earlier.
Sellers outnumbered buyers: 142 funds closed out of VZ and 132 opened new positions — a net loss of 10 holders — while 1,010 trimmed existing stakes and 1,266 added.
The largest buyer was Vanguard Group, adding an estimated $584M. The largest seller was Wellington Management Group, cutting an estimated $1.95B.
- 2,573 institutional investors held Verizon (VZ) as of Q1 2020, down from 2,617 in Q4 2019.
- Funds reported $148B of Verizon stock for Q1 2020, down 13% quarter-over-quarter.
- 132 funds opened new Verizon positions in Q1 2020 and 142 closed out, a net change of -10 holders.
- The largest Verizon buyer in Q1 2020 was Vanguard Group, an estimated $584M added.
- The largest Verizon seller in Q1 2020 was Wellington Management Group, an estimated $1.95B sold.
Based on aggregated 13F filings for Q1 2020.