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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
PAMU
51
Pictet Asset Management (UK)
United Kingdom
$491M -$23.1M -476,729 -5%
Bank of Montreal
52
Bank of Montreal
Ontario, Canada
$475M +$260M +5,369,196 +123%
Mitsubishi UFJ Trust & Banking
53
Mitsubishi UFJ Trust & Banking
Japan
$464M +$40.7M +840,628 +10%
O
54
OppenheimerFunds
New York
$460M +$97.7M +2,016,199 +27%
Prudential Financial
55
Prudential Financial
New Jersey
$455M +$3.76M +77,558 +0.8%
CS
56
Credit Suisse
Switzerland
$452M -$6.56M -135,347 -1%
Canada Pension Plan Investment Board
57
Canada Pension Plan Investment Board
Ontario, Canada
$434M +$114M +2,345,400 +36%
U
58
UBS
Switzerland
$431M -$7.08M -146,130 -2%
PC
59
Paulson & Co
New York
$428M
ClearBridge Investments
60
ClearBridge Investments
New York
$426M -$65.5M -1,352,511 -13%
EVM
61
Eaton Vance Management
Massachusetts
$421M +$20.3M +418,761 +5%
Nordea Investment Management
62
Nordea Investment Management
Sweden
$415M +$112M +2,311,812 +37%
Dimensional Fund Advisors
63
Dimensional Fund Advisors
Texas
$412M -$16.5M -340,785 -4%
Manulife (Manufacturers Life Insurance)
64
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$409M +$17.2M +355,372 +4%
New York State Teachers Retirement System (NYSTRS)
65
New York State Teachers Retirement System (NYSTRS)
New York
$401M -$4.71M -97,127 -1%
IGIM
66
I.G. Investment Management
Manitoba, Canada
$387M +$62.4M +1,287,605 +19%
California State Teachers Retirement System (CalSTRS)
67
California State Teachers Retirement System (CalSTRS)
California
$373M +$5.27M +108,700 +1%
Royal Bank of Canada
68
Royal Bank of Canada
Ontario, Canada
$364M +$52.3M +1,079,445 +17%
AIG
69
American International Group
New York
$359M +$12M +248,489 +4%
RhumbLine Advisers
70
RhumbLine Advisers
Massachusetts
$356M -$1.36M -27,995 -0.4%
Adage Capital Partners
71
Adage Capital Partners
Massachusetts
$329M -$26.4M -545,100 -7%
Principal Financial Group
72
Principal Financial Group
Iowa
$317M +$56.8M +1,172,220 +22%
Swiss National Bank
73
Swiss National Bank
Switzerland
$313M -$26.4M -544,800 -8%
AAM
74
Aberdeen Asset Management
United Kingdom
$312M -$287M -5,921,622 -48%
1832 Asset Management
75
1832 Asset Management
Ontario, Canada
$311M +$50.8M +1,048,232 +20%

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.