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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
PAMU
51
Pictet Asset Management (UK)
United Kingdom
$483M -$17.7M -356,802 -4%
O
52
OppenheimerFunds
New York
$483M +$12.9M +259,180 +3%
PI
53
Putnam Investments
Massachusetts
$475M +$207M +4,172,034 +78%
U
54
UBS
Switzerland
$466M +$26M +522,650 +6%
Mitsubishi UFJ Trust & Banking
55
Mitsubishi UFJ Trust & Banking
Japan
$452M -$21.8M -438,008 -5%
Bank of Montreal
56
Bank of Montreal
Ontario, Canada
$451M -$34.2M -687,987 -7%
LPU
57
Lansdowne Partners (UK)
United Kingdom
$449M -$246M -4,938,969 -35%
ClearBridge Investments
58
ClearBridge Investments
New York
$448M +$12.6M +253,035 +3%
Dimensional Fund Advisors
59
Dimensional Fund Advisors
Texas
$436M +$14.8M +297,041 +4%
Canada Pension Plan Investment Board
60
Canada Pension Plan Investment Board
Ontario, Canada
$431M -$12.5M -251,014 -3%
Royal Bank of Canada
61
Royal Bank of Canada
Ontario, Canada
$427M +$54.7M +1,101,431 +15%
New York State Teachers Retirement System (NYSTRS)
62
New York State Teachers Retirement System (NYSTRS)
New York
$409M -$1.63M -32,708 -0.4%
IGIM
63
I.G. Investment Management
Manitoba, Canada
$394M -$1.27M -25,556 -0.3%
Prudential Financial
64
Prudential Financial
New Jersey
$391M -$72.7M -1,463,126 -16%
California State Teachers Retirement System (CalSTRS)
65
California State Teachers Retirement System (CalSTRS)
California
$385M +$3.91M +78,701 +1%
PC
66
Paulson & Co
New York
$375M -$61.8M -1,242,725 -14%
AIG
67
American International Group
New York
$366M -$1.28M -25,829 -0.4%
EVM
68
Eaton Vance Management
Massachusetts
$362M -$68.1M -1,369,154 -16%
RhumbLine Advisers
69
RhumbLine Advisers
Massachusetts
$357M -$6.12M -123,180 -2%
1832 Asset Management
70
1832 Asset Management
Ontario, Canada
$357M +$38.4M +772,084 +12%
Adage Capital Partners
71
Adage Capital Partners
Massachusetts
$341M +$4.67M +94,000 +1%
OH
72
Orbis Holdings
Bermuda
$341M +$338M +6,795,689 +30,610%
Schroder Investment Management Group
73
Schroder Investment Management Group
United Kingdom
$320M +$38.3M +769,855 +14%
Principal Financial Group
74
Principal Financial Group
Iowa
$317M -$6.28M -126,280 -2%
Swiss National Bank
75
Swiss National Bank
Switzerland
$315M -$5.21M -104,900 -2%

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.