Verizon
1,741 hedge funds and large institutions have $125B invested in Verizon in 2014 Q1 according to their latest regulatory filings, with 259 funds opening new positions, 1,161 increasing their positions, 258 reducing their positions, and 46 closing their positions.
463% more first-time investments, than exits
New positions opened: 259 | Existing positions closed: 46
350% more repeat investments, than reductions
Existing positions increased: 1,161 | Existing positions reduced: 258
104% more funds holding in top 10
Funds holding in top 10: 97 → 198 (+101)
52% more capital invested
Capital invested by funds: $81.7B → $125B (+$42.8B)
18% more call options, than puts
Call options by funds: $1.61B | Put options by funds: $1.37B
13% more funds holding
Funds holding: 1,545 → 1,741 (+196)
5.17% more ownership
Funds ownership: 58.14% → 63.31% (+5.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$3.13B |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
+$2.76B |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$2.61B |
| 4 |
State Street
Boston,
Massachusetts
|
+$2.09B |
| 5 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
+$1.51B |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$231M |
| 2 |
N
Natixis
Paris,
France
|
-$84.4M |
| 3 |
ASC
Atalanta Sosnoff Capital
New York
|
-$60.6M |
| 4 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
-$53.2M |
| 5 |
SFM
Systematic Financial Management
Teaneck,
New Jersey
|
-$37M |
VZ Hedge Fund Activity: Q1 2014 in Review
1,741 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in Verizon (VZ) for Q1 2014, worth a combined $125B — up 52% from $81.7B a quarter earlier.
Buyers outnumbered sellers: 259 funds opened new VZ positions and 46 closed out — a net gain of 213 holders — while 1,161 added to existing stakes and 258 trimmed.
The largest buyer was Vanguard Group, adding an estimated $3.13B. The largest seller was Lord, Abbett & Co, cutting an estimated $231M.
- 1,741 institutional investors held Verizon (VZ) as of Q1 2014, up from 1,545 in Q4 2013.
- Funds reported $125B of Verizon stock for Q1 2014, up 52% quarter-over-quarter.
- 259 funds opened new Verizon positions in Q1 2014 and 46 closed out, a net change of +213 holders.
- The largest Verizon buyer in Q1 2014 was Vanguard Group, an estimated $3.13B added.
- The largest Verizon seller in Q1 2014 was Lord, Abbett & Co, an estimated $231M sold.
Based on aggregated 13F filings for Q1 2014.