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1,704 hedge funds and large institutions have $131B invested in Verizon in 2014 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 895 increasing their positions, 572 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more repeat investments, than reductions

Existing positions increased: 895 | Existing positions reduced: 572

22% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 67

11% more funds holding in top 10

Funds holding in top 10: 176195 (+19)

0% more capital invested

Capital invested by funds: $131B → $131B (+$319M)

0% less funds holding

Funds holding: 1,7051,704 (-1)

0.78% less ownership

Funds ownership: 63.93%63.15% (-0.78%)

29% less call options, than puts

Call options by funds: $1.06B | Put options by funds: $1.5B

Holders
1,704
Holders Change
-1
Holders Change %
-0.06%
% of All Funds
49.43%
Holding in Top 10
195
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+10.8%
% of All Funds
5.66%
New
82
Increased
895
Reduced
572
Closed
67
Calls
$1.06B
Puts
$1.5B
Net Calls
-$438M
Net Calls Change
-$420M
Name Holding Trade Value Shares
Change
Change in
Stake
KCM
251
Kornitzer Capital Management
Kansas
$41.8M +$2.42M +48,723 +6%
AIMCA
252
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$41.3M +$5.22M +105,000 +15%
NSLI
253
Nan Shan Life Insurance
Taiwan
$41.3M +$4.57M +92,000 +13%
RCM
254
Riverhead Capital Management
Delaware
$41.2M +$2.32M +46,581 +6%
Luther King Capital Management (LKCM)
255
Luther King Capital Management (LKCM)
Texas
$41.1M +$422K +8,481 +1%
OPERF
256
Oregon Public Employees Retirement Fund
Oregon
$40.6M -$1.25M -25,200 -3%
SDIC
257
South Dakota Investment Council
South Dakota
$40.6M +$40.4M +812,092 New
TAM
258
Tiverton Asset Management
Delaware
$40M +$39.8M +800,000 New
Asset Management One
259
Asset Management One
Japan
$39.5M +$195K +3,924 +0.5%
AG
260
Aperio Group
California
$38.7M +$5.53M +111,154 +17%
KP
261
Kiltearn Partners
United Kingdom
$38.6M +$6.36M +127,946 +20%
VLKIM
262
Van Lanschot Kempen Investment Management
Netherlands
$38.4M -$2.29M -46,000 -6%
AIM
263
Artemis Investment Management
United Kingdom
$38.3M +$38.1M +766,777 New
PIA
264
Piedmont Investment Advisors
North Carolina
$38.2M -$7.66K -154 -0%
Calamos Advisors
265
Calamos Advisors
Illinois
$38.2M
ProShare Advisors
266
ProShare Advisors
Maryland
$38.2M -$1.85M -37,137 -5%
COPPSERS
267
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$38M +$87.7K +1,764 +0.2%
Mitsubishi UFJ Asset Management
268
Mitsubishi UFJ Asset Management
Japan
$37.9M -$7.36M -148,021 -16%
FQ
269
First Quadrant
California
$36.9M -$1.57M -31,600 -4%
ACA
270
Anchor Capital Advisors
Massachusetts
$36.5M +$531K +10,681 +1%
Nomura Asset Management
271
Nomura Asset Management
Japan
$36.5M -$1.99M -40,010 -5%
Renaissance Technologies
272
Renaissance Technologies
New York
$35.9M -$64.1M -1,288,602 -64%
URS
273
Utah Retirement Systems
Utah
$35.8M -$79.5K -1,600 -0.2%
MME
274
Meag Munich Ergo
Germany
$35M +$1.27M +25,614 +4%
GMI
275
Greystone Managed Investments
Saskatchewan, Canada
$34.2M +$2.4M +48,221 +8%

VZ Hedge Fund Activity: Q3 2014 in Review

1,704 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Verizon (VZ) for Q3 2014, worth a combined $131B — up 0.24% from $131B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new VZ positions and 67 closed out — a net gain of 15 holders — while 895 added to existing stakes and 572 trimmed.

The largest buyer was Franklin Resources, adding an estimated $610M. The largest seller was Norges Bank, cutting an estimated $2.05B.

  • 1,704 institutional investors held Verizon (VZ) as of Q3 2014, down from 1,705 in Q2 2014.
  • Funds reported $131B of Verizon stock for Q3 2014, up 0.24% quarter-over-quarter.
  • 82 funds opened new Verizon positions in Q3 2014 and 67 closed out, a net change of +15 holders.
  • The largest Verizon buyer in Q3 2014 was Franklin Resources, an estimated $610M added.
  • The largest Verizon seller in Q3 2014 was Norges Bank, an estimated $2.05B sold.

Based on aggregated 13F filings for Q3 2014.