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1,739 hedge funds and large institutions have $125B invested in Verizon in 2014 Q1 according to their latest regulatory filings, with 259 funds opening new positions, 1,161 increasing their positions, 256 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

463% more first-time investments, than exits

New positions opened: 259 | Existing positions closed: 46

354% more repeat investments, than reductions

Existing positions increased: 1,161 | Existing positions reduced: 256

102% more funds holding in top 10

Funds holding in top 10: 98198 (+100)

53% more capital invested

Capital invested by funds: $82B → $125B (+$43.3B)

18% more call options, than puts

Call options by funds: $1.59B | Put options by funds: $1.35B

13% more funds holding

Funds holding: 1,5431,739 (+196)

5.17% more ownership

Funds ownership: 58.14%63.31% (+5.2%)

Holders
1,739
Holders Change
+196
Holders Change %
+12.7%
% of All Funds
50.23%
Holding in Top 10
198
Holding in Top 10 Change
+100
Holding in Top 10 Change %
+102.04%
% of All Funds
5.72%
New
259
Increased
1,161
Reduced
256
Closed
46
Calls
$1.59B
Puts
$1.35B
Net Calls
+$244M
Net Calls Change
+$370M
Name Holding Trade Value Shares
Change
Change in
Stake
Legal & General Group
26
Legal & General Group
United Kingdom
$890M +$259M +5,474,298 +41%
Wells Fargo
27
Wells Fargo
California
$796M +$211M +4,466,965 +36%
Invesco
28
Invesco
Georgia
$766M +$215M +4,552,689 +39%
California Public Employees Retirement System
29
California Public Employees Retirement System
California
$697M +$194M +4,110,741 +40%
LPLP
30
Lansdowne Partners Limited Partnership
United Kingdom
$641M +$637M +13,475,769 New
IIS
31
Ignis Investment Services
United Kingdom
$638M +$30.1M +636,491 +90%
Franklin Resources
32
Franklin Resources
California
$634M +$402M +8,492,661 +176%
BIM
33
BlackRock Investment Management
Delaware
$614M +$121M +2,554,341 +25%
APG Asset Management
34
APG Asset Management
Netherlands
$613M +$213M +4,505,666 +54%
Capital International Investors
35
Capital International Investors
California
$586M +$189M +3,998,641 +48%
AAM
36
Aberdeen Asset Management
United Kingdom
$585M +$483M +10,223,057 +494%
BTS
37
BB&T Securities
Virginia
$584M +$47.5M +1,003,745 +449%
UBS AM
38
UBS AM
Illinois
$584M +$109M +2,302,472 +23%
Federated Hermes
39
Federated Hermes
Pennsylvania
$579M +$22.8M +481,713 +4%
Charles Schwab
40
Charles Schwab
California
$573M +$229M +4,836,486 +67%
New York State Common Retirement Fund
41
New York State Common Retirement Fund
New York
$572M +$158M +3,344,402 +39%
MAA
42
Managed Account Advisors
New Jersey
$551M +$75.9M +1,605,905 +16%
BlackRock
43
BlackRock
New York
$527M +$139M +2,946,562 +36%
Berkshire Hathaway
44
Berkshire Hathaway
Nebraska
$524M +$521M +11,022,743 New
Sumitomo Mitsui Trust Group
45
Sumitomo Mitsui Trust Group
Japan
$514M +$133M +2,819,298 +35%
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$507M +$22.1M +467,077 +5%
PAMU
47
Pictet Asset Management (UK)
United Kingdom
$500M +$331M +7,006,478 +200%
State Farm Mutual Automobile Insurance
48
State Farm Mutual Automobile Insurance
Illinois
$496M +$119M +2,518,149 +32%
Renaissance Technologies
49
Renaissance Technologies
New York
$493M +$215M +4,554,538 +78%
ClearBridge Investments
50
ClearBridge Investments
New York
$478M +$78.3M +1,655,733 +20%