Verizon
2,175 hedge funds and large institutions have $146B invested in Verizon in 2018 Q3 according to their latest regulatory filings, with 111 funds opening new positions, 986 increasing their positions, 843 reducing their positions, and 64 closing their positions.
73% more first-time investments, than exits
New positions opened: 111 | Existing positions closed: 64
20% more call options, than puts
Call options by funds: $1.45B | Put options by funds: $1.21B
17% more repeat investments, than reductions
Existing positions increased: 986 | Existing positions reduced: 843
8% more capital invested
Capital invested by funds: $135B → $146B (+$10.9B)
1% more funds holding
Funds holding: 2,147 → 2,175 (+28)
0.9% more ownership
Funds ownership: 65.26% → 66.15% (+0.9%)
4% less funds holding in top 10
Funds holding in top 10: 135 → 130 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$471M |
| 2 |
Capital International Investors
Los Angeles,
California
|
+$425M |
| 3 |
Morgan Stanley
New York
|
+$400M |
| 4 |
Capital World Investors
Los Angeles,
California
|
+$343M |
| 5 |
BlackRock
New York
|
+$324M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$1.12B |
| 2 |
State Street
Boston,
Massachusetts
|
-$414M |
| 3 |
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
|
-$284M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$228M |
| 5 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$214M |
VZ Hedge Fund Activity: Q3 2018 in Review
2,175 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Verizon (VZ) for Q3 2018, worth a combined $146B — up 8% from $135B a quarter earlier.
Buyers outnumbered sellers: 111 funds opened new VZ positions and 64 closed out — a net gain of 47 holders — while 986 added to existing stakes and 843 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $471M. The largest seller was Capital Research Global Investors, cutting an estimated $1.12B.
- 2,175 institutional investors held Verizon (VZ) as of Q3 2018, up from 2,147 in Q2 2018.
- Funds reported $146B of Verizon stock for Q3 2018, up 8% quarter-over-quarter.
- 111 funds opened new Verizon positions in Q3 2018 and 64 closed out, a net change of +47 holders.
- The largest Verizon buyer in Q3 2018 was T. Rowe Price Associates, an estimated $471M added.
- The largest Verizon seller in Q3 2018 was Capital Research Global Investors, an estimated $1.12B sold.
Based on aggregated 13F filings for Q3 2018.