Verizon
3,014 hedge funds and large institutions have $140B invested in Verizon in 2021 Q4 according to their latest regulatory filings, with 406 funds opening new positions, 1,169 increasing their positions, 1,271 reducing their positions, and 136 closing their positions.
199% more first-time investments, than exits
New positions opened: 406 | Existing positions closed: 136
18% more capital inflows, than outflows
Capital inflows: $6.28B | Capital outflows: $5.34B
8% more funds holding
Funds holding: 2,788 → 3,014 (+226)
7% more call options, than puts
Call options by funds: $1.76B | Put options by funds: $1.64B
0.36% more ownership
Funds ownership: 64.68% → 65.03% (+0.36%)
8% less repeat investments, than reductions
Existing positions increased: 1,169 | Existing positions reduced: 1,271
19% less funds holding in top 10
Funds holding in top 10: 91 → 74 (-17)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fisher Asset Management
Camas,
Washington
|
+$508M |
| 2 |
Morgan Stanley
New York
|
+$391M |
| 3 |
Charles Schwab
San Francisco,
California
|
+$239M |
| 4 |
State Street
Boston,
Massachusetts
|
+$225M |
| 5 |
Renaissance Technologies
New York
|
+$217M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$258M |
| 2 |
Bank of New York Mellon
New York
|
-$257M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$214M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$194M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$193M |
VZ Hedge Fund Activity: Q4 2021 in Review
3,014 of the 6,522 institutional investors tracked by Wall St. Rank reported a position in Verizon (VZ) for Q4 2021, worth a combined $140B — down 3.2% from $145B a quarter earlier.
Buyers outnumbered sellers: 406 funds opened new VZ positions and 136 closed out — a net gain of 270 holders — while 1,169 added to existing stakes and 1,271 trimmed.
The largest buyer was Fisher Asset Management, adding an estimated $508M. The largest seller was JP Morgan Chase, cutting an estimated $258M.
- 3,014 institutional investors held Verizon (VZ) as of Q4 2021, up from 2,788 in Q3 2021.
- Funds reported $140B of Verizon stock for Q4 2021, down 3.2% quarter-over-quarter.
- 406 funds opened new Verizon positions in Q4 2021 and 136 closed out, a net change of +270 holders.
- The largest Verizon buyer in Q4 2021 was Fisher Asset Management, an estimated $508M added.
- The largest Verizon seller in Q4 2021 was JP Morgan Chase, an estimated $258M sold.
Based on aggregated 13F filings for Q4 2021.