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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
State Board of Administration of Florida Retirement System
76
State Board of Administration of Florida Retirement System
Florida
$301M +$1.29M +26,593 +0.4%
JHIU
77
Janus Henderson Investors US
Colorado
$287M -$22.4M -462,767 -7%
Lord, Abbett & Co
78
Lord, Abbett & Co
New Jersey
$285M +$111M +2,299,667 +65%
MTB
79
Mizuho Trust & Banking
Japan
$283M -$3.31M -68,405 -1%
EIP
80
Epoch Investment Partners
New York
$277M +$13.8M +285,368 +5%
Schroder Investment Management Group
81
Schroder Investment Management Group
United Kingdom
$277M +$77.4M +1,598,485 +40%
TA
82
Teachers Advisors
New York
$275M +$22.2M +458,631 +9%
PPA
83
Parametric Portfolio Associates
Washington
$273M +$9.74M +200,984 +4%
PI
84
Putnam Investments
Massachusetts
$260M +$6.75M +139,338 +3%
LBA
85
Letko, Brosseau & Associates
Quebec, Canada
$252M +$4.34M +89,567 +2%
BJ
86
BlackRock Japan
Japan
$246M -$1.52M -31,347 -0.6%
SO
87
STRS Ohio
Ohio
$244M +$17.2M +354,170 +8%
State of Wisconsin Investment Board
88
State of Wisconsin Investment Board
Wisconsin
$240M -$7.19M -148,433 -3%
PAM
89
Panagora Asset Management
Massachusetts
$226M +$2.27M +46,921 +1%
RFC
90
Russell Frank Company
Washington
$225M +$17.1M +352,805 +9%
FAM
91
Fred Alger Management
New York
$224M -$1.7M -35,146 -0.8%
Credit Agricole
92
Credit Agricole
France
$217M +$21.3M +438,886 +11%
Susquehanna International Group
93
Susquehanna International Group
Pennsylvania
$215M -$58.1M -1,200,027 -21%
Canada Life
94
Canada Life
Manitoba, Canada
$211M +$15.7M +323,084 +8%
Teacher Retirement System of Texas
95
Teacher Retirement System of Texas
Texas
$203M +$109M +2,251,000 +119%
Aviva
96
Aviva
United Kingdom
$200M -$51.2M -1,056,663 -21%
AAMU
97
Amundi Asset Management US
Massachusetts
$198M +$31.9M +659,377 +19%
CA
98
Cortland Advisers
Delaware
$196M +$48.4M +1,000,000 +33%
USAA
99
United Services Automobile Association
Texas
$194M +$32.8M +677,063 +21%
State of New Jersey Common Pension Fund D
100
State of New Jersey Common Pension Fund D
New Jersey
$192M +$190M +3,923,500 New

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.