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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
WT
376
Whittier Trust
California
$17.7M +$367K +7,388 +2%
CCC
377
Chelsea Counsel Company
California
$17.5M +$305K +6,131 +2%
BIM
378
BRC Investment Management
Colorado
$17.4M +$17.1M +344,490 +8,361%
BPBT
379
Boston Private Bank & Trust
Massachusetts
$17.3M +$3.35M +67,357 +24%
PSUF
380
People's United Financial
Connecticut
$17.3M -$665K -13,380 -4%
DSI
381
Daiwa SB Investments
Japan
$16.7M +$90.5K +1,820 +0.5%
WIC
382
Willis Investment Counsel
Georgia
$16.7M
WRF
383
Waddell & Reed Financial
Kansas
$16.5M -$59.9M -1,204,950 -78%
GCC
384
Guardian Capital (Canada)
Ontario, Canada
$16.5M +$11.8M +238,357 +260%
GIA
385
Guyasuta Investment Advisors
Pennsylvania
$16.5M +$42.6K +857 +0.3%
SF
386
Synovus Financial
Georgia
$16.4M +$2.3M +46,247 +16%
WB
387
WesBanco Bank
West Virginia
$16.3M +$235K +4,719 +1%
DC
388
Deere & Company
Illinois
$16.3M -$250K -5,038 -2%
Citadel Advisors
389
Citadel Advisors
Florida
$16.3M -$35.6M -715,620 -69%
BG
390
Bollard Group
Massachusetts
$16.2M +$1.05M +21,195 +7%
KRS
391
Kentucky Retirement Systems
Kentucky
$16.1M +$16M +322,485 New
ACM
392
Azimuth Capital Management
Michigan
$16.1M +$696K +14,005 +5%
ZIC
393
ZWJ Investment Counsel
Georgia
$16.1M +$15.7M +316,008 +5,771%
Brown Advisory
394
Brown Advisory
Maryland
$16M +$265K +5,326 +2%
EPFB
395
Employees Provident Fund Board
Malaysia
$16M
LSERS
396
Louisiana State Employees Retirement System
Louisiana
$15.9M -$338K -6,800 -2%
RI
397
Redwood Investments
Massachusetts
$15.9M -$7.01M -140,932 -31%
FTIOP
398
Fiduciary Trust International of Pennsylvania
Pennsylvania
$15.8M +$1.9M +38,171 +14%
CTC
399
Central Trust Company
Missouri
$15.8M -$326K -6,566 -2%
B
400
Barings
North Carolina
$15.8M +$1.92M +38,700 +14%

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.