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1,706 hedge funds and large institutions have $131B invested in Verizon in 2014 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 891 increasing their positions, 602 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more repeat investments, than reductions

Existing positions increased: 891 | Existing positions reduced: 602

4% more capital invested

Capital invested by funds: $125B → $131B (+$5.48B)

0.62% more ownership

Funds ownership: 63.31%63.93% (+0.62%)

2% less call options, than puts

Call options by funds: $1.03B | Put options by funds: $1.04B

2% less funds holding

Funds holding: 1,7411,706 (-35)

11% less funds holding in top 10

Funds holding in top 10: 198176 (-22)

23% less first-time investments, than exits

New positions opened: 86 | Existing positions closed: 112

Holders
1,706
Holders Change
-35
Holders Change %
-2.01%
% of All Funds
49.01%
Holding in Top 10
176
Holding in Top 10 Change
-22
Holding in Top 10 Change %
-11.11%
% of All Funds
5.06%
New
86
Increased
891
Reduced
602
Closed
112
Calls
$1.03B
Puts
$1.04B
Net Calls
-$18.1M
Net Calls Change
-$262M
Name Holding Trade Value Shares
Change
Change in
Stake
Deutsche Bank
26
Deutsche Bank
Germany
$921M -$148M -3,061,717 -14%
Invesco
27
Invesco
Georgia
$820M +$31.7M +655,316 +4%
Wells Fargo
28
Wells Fargo
California
$782M -$36.3M -749,863 -4%
Franklin Resources
29
Franklin Resources
California
$775M +$121M +2,502,515 +19%
Berkshire Hathaway
30
Berkshire Hathaway
Nebraska
$734M +$193M +3,978,185 +36%
BTS
31
BB&T Securities
Virginia
$732M +$13M +268,259 +22%
BIM
32
BlackRock Investment Management
Delaware
$701M +$69.5M +1,435,531 +11%
MAA
33
Managed Account Advisors
New Jersey
$694M +$126M +2,602,817 +22%
California Public Employees Retirement System
34
California Public Employees Retirement System
California
$681M -$25.6M -527,459 -4%
LPU
35
Lansdowne Partners (UK)
United Kingdom
$681M +$674M +13,918,187 New
Allianz Asset Management
36
Allianz Asset Management
Germany
$672M +$361M +7,444,352 +118%
APG Asset Management
37
APG Asset Management
Netherlands
$665M +$34.6M +713,726 +6%
Capital International Investors
38
Capital International Investors
California
$652M +$48.9M +1,009,600 +8%
IIS
39
Ignis Investment Services
United Kingdom
$645M -$1.89M -38,926 -3%
UBS AM
40
UBS AM
Illinois
$616M +$15.6M +321,298 +3%
American Century Companies
41
American Century Companies
Missouri
$609M +$398M +8,210,825 +194%
Charles Schwab
42
Charles Schwab
California
$602M +$12.1M +250,310 +2%
Federated Hermes
43
Federated Hermes
Pennsylvania
$600M +$4.47M +92,367 +0.8%
BlackRock
44
BlackRock
New York
$591M +$48.5M +1,000,872 +9%
New York State Common Retirement Fund
45
New York State Common Retirement Fund
New York
$588M -$553K -11,413 -0.1%
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$523M +$1.79M +36,958 +0.3%
State Farm Mutual Automobile Insurance
47
State Farm Mutual Automobile Insurance
Illinois
$510M
Sumitomo Mitsui Trust Group
48
Sumitomo Mitsui Trust Group
Japan
$503M -$26.2M -541,645 -5%
HSBC Holdings
49
HSBC Holdings
United Kingdom
$501M +$13.6M +280,368 +3%
Macquarie Group
50
Macquarie Group
Australia
$493M +$24.2M +499,721 +5%

VZ Hedge Fund Activity: Q2 2014 in Review

1,706 of the 3,481 institutional investors tracked by Wall St. Rank reported a position in Verizon (VZ) for Q2 2014, worth a combined $131B — up 4.4% from $125B a quarter earlier.

Sellers outnumbered buyers: 112 funds closed out of VZ and 86 opened new positions — a net loss of 26 holders — while 602 trimmed existing stakes and 891 added.

The largest buyer was Norges Bank, adding an estimated $1.88B. The largest seller was AllianceBernstein, cutting an estimated $421M.

  • 1,706 institutional investors held Verizon (VZ) as of Q2 2014, down from 1,741 in Q1 2014.
  • Funds reported $131B of Verizon stock for Q2 2014, up 4.4% quarter-over-quarter.
  • 86 funds opened new Verizon positions in Q2 2014 and 112 closed out, a net change of -26 holders.
  • The largest Verizon buyer in Q2 2014 was Norges Bank, an estimated $1.88B added.
  • The largest Verizon seller in Q2 2014 was AllianceBernstein, an estimated $421M sold.

Based on aggregated 13F filings for Q2 2014.