Verizon
1,861 hedge funds and large institutions have $121B invested in Verizon in 2015 Q4 according to their latest regulatory filings, with 155 funds opening new positions, 785 increasing their positions, 759 reducing their positions, and 80 closing their positions.
94% more first-time investments, than exits
New positions opened: 155 | Existing positions closed: 80
85% more call options, than puts
Call options by funds: $2.89B | Put options by funds: $1.56B
7% more capital invested
Capital invested by funds: $113B → $121B (+$7.95B)
3% more funds holding
Funds holding: 1,810 → 1,861 (+51)
3% more repeat investments, than reductions
Existing positions increased: 785 | Existing positions reduced: 759
0.3% more ownership
Funds ownership: 64.11% → 64.41% (+0.3%)
5% less funds holding in top 10
Funds holding in top 10: 176 → 168 (-8)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$262M |
| 2 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$245M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$239M |
| 4 |
Capital International Investors
Los Angeles,
California
|
+$190M |
| 5 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
+$181M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$336M |
| 2 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
-$241M |
| 3 |
SG Americas Securities
New York
|
-$209M |
| 4 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
-$133M |
| 5 |
PAMU
Pictet Asset Management (UK)
London,
United Kingdom
|
-$116M |
VZ Hedge Fund Activity: Q4 2015 in Review
1,861 of the 3,824 institutional investors tracked by Wall St. Rank reported a position in Verizon (VZ) for Q4 2015, worth a combined $121B — up 7% from $113B a quarter earlier.
Buyers outnumbered sellers: 155 funds opened new VZ positions and 80 closed out — a net gain of 75 holders — while 785 added to existing stakes and 759 trimmed.
The largest buyer was Vanguard Group, adding an estimated $262M. The largest seller was Fidelity Investments, cutting an estimated $336M.
- 1,861 institutional investors held Verizon (VZ) as of Q4 2015, up from 1,810 in Q3 2015.
- Funds reported $121B of Verizon stock for Q4 2015, up 7% quarter-over-quarter.
- 155 funds opened new Verizon positions in Q4 2015 and 80 closed out, a net change of +75 holders.
- The largest Verizon buyer in Q4 2015 was Vanguard Group, an estimated $262M added.
- The largest Verizon seller in Q4 2015 was Fidelity Investments, an estimated $336M sold.
Based on aggregated 13F filings for Q4 2015.