Verizon
2,621 hedge funds and large institutions have $151B invested in Verizon in 2020 Q2 according to their latest regulatory filings, with 159 funds opening new positions, 1,283 increasing their positions, 977 reducing their positions, and 84 closing their positions.
89% more first-time investments, than exits
New positions opened: 159 | Existing positions closed: 84
31% more repeat investments, than reductions
Existing positions increased: 1,283 | Existing positions reduced: 977
2% more funds holding
Funds holding: 2,573 → 2,621 (+48)
7% more call options, than puts
Call options by funds: $1.23B | Put options by funds: $1.15B
2% more capital invested
Capital invested by funds: $148B → $151B (+$3.61B)
0.31% less ownership
Funds ownership: 66.76% → 66.45% (-0.31%)
28% less funds holding in top 10
Funds holding in top 10: 261 → 187 (-74)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Nordea Investment Management
Stockholm,
Sweden
|
+$571M |
| 2 |
JP Morgan Chase
New York
|
+$455M |
| 3 |
Franklin Resources
San Mateo,
California
|
+$437M |
| 4 |
SGM
Skye Global Management
West Palm Beach,
Florida
|
+$403M |
| 5 |
Capital World Investors
Los Angeles,
California
|
+$392M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$654M |
| 2 |
Boston Partners
Boston,
Massachusetts
|
-$571M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$495M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$481M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$393M |
VZ Hedge Fund Activity: Q2 2020 in Review
2,621 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Verizon (VZ) for Q2 2020, worth a combined $151B — up 2.4% from $148B a quarter earlier.
Buyers outnumbered sellers: 159 funds opened new VZ positions and 84 closed out — a net gain of 75 holders — while 1,283 added to existing stakes and 977 trimmed.
The largest buyer was Nordea Investment Management, adding an estimated $571M. The largest seller was Wellington Management Group, cutting an estimated $654M.
- 2,621 institutional investors held Verizon (VZ) as of Q2 2020, up from 2,573 in Q1 2020.
- Funds reported $151B of Verizon stock for Q2 2020, up 2.4% quarter-over-quarter.
- 159 funds opened new Verizon positions in Q2 2020 and 84 closed out, a net change of +75 holders.
- The largest Verizon buyer in Q2 2020 was Nordea Investment Management, an estimated $571M added.
- The largest Verizon seller in Q2 2020 was Wellington Management Group, an estimated $654M sold.
Based on aggregated 13F filings for Q2 2020.