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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
TA
76
Teachers Advisors
New York
$308M +$26.6M +535,501 +10%
State Board of Administration of Florida Retirement System
77
State Board of Administration of Florida Retirement System
Florida
$300M -$6.93M -139,320 -2%
EIP
78
Epoch Investment Partners
New York
$297M +$13.1M +263,573 +5%
Lord, Abbett & Co
79
Lord, Abbett & Co
New Jersey
$294M +$2.58M +51,979 +0.9%
PPA
80
Parametric Portfolio Associates
Washington
$287M +$8.03M +161,576 +3%
JHIU
81
Janus Henderson Investors US
Colorado
$279M -$14.2M -285,920 -5%
MTB
82
Mizuho Trust & Banking
Japan
$274M -$14M -282,278 -5%
RFC
83
Russell Frank Company
Washington
$268M +$49.3M +992,270 +23%
BJ
84
BlackRock Japan
Japan
$267M +$15.9M +320,876 +6%
Boston Partners
85
Boston Partners
Massachusetts
$266M +$88.6M +1,782,200 +50%
LBA
86
Letko, Brosseau & Associates
Quebec, Canada
$257M -$290K -5,836 -0.1%
AIM
87
abrdn Investment Management
United Kingdom
$251M +$133M +2,671,660 +113%
AAMU
88
Amundi Asset Management US
Massachusetts
$246M +$43.5M +874,466 +22%
Credit Agricole
89
Credit Agricole
France
$240M +$17.6M +353,593 +8%
AAM
90
Aberdeen Asset Management
United Kingdom
$238M -$80.2M -1,613,529 -25%
Fidelity International
91
Fidelity International
Bermuda
$234M +$157M +3,148,928 +207%
SO
92
STRS Ohio
Ohio
$233M -$16.2M -326,517 -7%
PAM
93
Panagora Asset Management
Massachusetts
$232M +$1.28M +25,815 +0.6%
State of Wisconsin Investment Board
94
State of Wisconsin Investment Board
Wisconsin
$226M -$19.6M -394,859 -8%
USAA
95
United Services Automobile Association
Texas
$219M +$20.2M +405,850 +10%
Barclays
96
Barclays
United Kingdom
$218M +$31.2M +627,763 +16%
Canada Life
97
Canada Life
Manitoba, Canada
$214M -$2.51M -50,492 -1%
SM
98
Seminole Management
New York
$203M +$184M +3,700,458 +1,002%
TD Asset Management
99
TD Asset Management
Ontario, Canada
$202M +$22.8M +457,992 +13%
RJA
100
Raymond James & Associates
Florida
$202M +$46.9M +943,453 +30%

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.