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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
Legal & General Group
26
Legal & General Group
United Kingdom
$964M -$31.9M -642,674 -3%
Goldman Sachs
27
Goldman Sachs
New York
$855M -$254M -5,101,815 -23%
Invesco
28
Invesco
Georgia
$843M +$4.69M +94,286 +0.6%
Capital International Investors
29
Capital International Investors
California
$842M +$175M +3,515,510 +26%
Wells Fargo
30
Wells Fargo
California
$836M +$36.9M +742,860 +5%
BTS
31
BB&T Securities
Virginia
$776M +$2.8M +56,337 +4%
MAA
32
Managed Account Advisors
New Jersey
$767M +$58.4M +1,174,795 +8%
Berkshire Hathaway
33
Berkshire Hathaway
Nebraska
$750M
Allianz Asset Management
34
Allianz Asset Management
Germany
$725M +$39M +784,164 +6%
BIM
35
BlackRock Investment Management
Delaware
$717M +$123K +2,472 +0%
APG Asset Management
36
APG Asset Management
Netherlands
$713M +$32.8M +659,846 +5%
California Public Employees Retirement System
37
California Public Employees Retirement System
California
$682M -$13.6M -274,238 -2%
UBS AM
38
UBS AM
Illinois
$650M +$20.5M +411,809 +3%
Federated Hermes
39
Federated Hermes
Pennsylvania
$648M +$35M +703,517 +6%
Charles Schwab
40
Charles Schwab
California
$625M +$9.61M +193,240 +2%
New York State Common Retirement Fund
41
New York State Common Retirement Fund
New York
$615M +$14.9M +299,748 +2%
BlackRock
42
BlackRock
New York
$612M +$8.22M +165,323 +1%
HSBC Holdings
43
HSBC Holdings
United Kingdom
$590M +$77.8M +1,565,763 +15%
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$569M +$33.8M +679,012 +6%
CS
45
Credit Suisse
Switzerland
$539M +$76.8M +1,545,946 +17%
State Farm Mutual Automobile Insurance
46
State Farm Mutual Automobile Insurance
Illinois
$521M
Sumitomo Mitsui Trust Group
47
Sumitomo Mitsui Trust Group
Japan
$508M -$5.2M -104,611 -1%
Nordea Investment Management
48
Nordea Investment Management
Sweden
$507M +$82.1M +1,650,938 +19%
Macquarie Group
49
Macquarie Group
Australia
$499M -$4.99M -100,394 -1%
American Century Companies
50
American Century Companies
Missouri
$489M -$133M -2,667,645 -21%

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.