Verizon
1,993 hedge funds and large institutions have $140B invested in Verizon in 2016 Q4 according to their latest regulatory filings, with 195 funds opening new positions, 837 increasing their positions, 805 reducing their positions, and 58 closing their positions.
236% more first-time investments, than exits
New positions opened: 195 | Existing positions closed: 58
25% more call options, than puts
Call options by funds: $2.65B | Put options by funds: $2.12B
13% more funds holding in top 10
Funds holding in top 10: 199 → 225 (+26)
6% more funds holding
Funds holding: 1,889 → 1,993 (+104)
4% more repeat investments, than reductions
Existing positions increased: 837 | Existing positions reduced: 805
2% more capital invested
Capital invested by funds: $137B → $140B (+$3.01B)
0.31% less ownership
Funds ownership: 64.53% → 64.22% (-0.31%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$369M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$363M |
| 3 |
Asset Management One
Tokyo,
Japan
|
+$328M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$271M |
| 5 |
State Street
Boston,
Massachusetts
|
+$270M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Berkshire Hathaway
Omaha,
Nebraska
|
-$750M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
-$452M |
| 3 |
Boston Partners
Boston,
Massachusetts
|
-$433M |
| 4 |
MTB
Mizuho Trust & Banking
Tokyo,
Japan
|
-$346M |
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$211M |
VZ Hedge Fund Activity: Q4 2016 in Review
1,993 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in Verizon (VZ) for Q4 2016, worth a combined $140B — up 2.2% from $137B a quarter earlier.
Buyers outnumbered sellers: 195 funds opened new VZ positions and 58 closed out — a net gain of 137 holders — while 837 added to existing stakes and 805 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $369M. The largest seller was Berkshire Hathaway, cutting an estimated $750M.
- 1,993 institutional investors held Verizon (VZ) as of Q4 2016, up from 1,889 in Q3 2016.
- Funds reported $140B of Verizon stock for Q4 2016, up 2.2% quarter-over-quarter.
- 195 funds opened new Verizon positions in Q4 2016 and 58 closed out, a net change of +137 holders.
- The largest Verizon buyer in Q4 2016 was Fidelity Investments, an estimated $369M added.
- The largest Verizon seller in Q4 2016 was Berkshire Hathaway, an estimated $750M sold.
Based on aggregated 13F filings for Q4 2016.