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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
GE
101
General Electric
Ohio
$192M +$25.7M +530,913 +16%
Axa
102
Axa
France
$188M -$186M -3,833,893 -50%
D.E. Shaw & Co
103
D.E. Shaw & Co
New York
$187M -$76.3M -1,575,761 -29%
PI
104
PGGM Investments
Netherlands
$186M -$115M -2,370,921 -38%
Barclays
105
Barclays
United Kingdom
$183M -$54.5M -1,124,982 -23%
US Bancorp
106
US Bancorp
Minnesota
$180M +$7.22M +149,073 +4%
AI
107
Analytic Investors
California
$179M +$18.7M +385,887 +12%
TD Asset Management
108
TD Asset Management
Ontario, Canada
$175M +$27.2M +562,251 +19%
Ninety One (UK)
109
Ninety One (UK)
United Kingdom
$174M +$19.5M +403,044 +13%
Boston Partners
110
Boston Partners
Massachusetts
$174M +$172M +3,548,083 New
Neuberger Berman Group
111
Neuberger Berman Group
New York
$172M -$16.5M -339,776 -9%
SG Americas Securities
112
SG Americas Securities
New York
$169M -$156M -3,221,969 -48%
Westfield Capital Management
113
Westfield Capital Management
Massachusetts
$169M +$166M +3,427,710 +10,077%
State of Tennessee, Department of Treasury
114
State of Tennessee, Department of Treasury
Tennessee
$167M +$8.42M +173,876 +5%
MP
115
Manikay Partners
New York
$164M
AQR Capital Management
116
AQR Capital Management
Connecticut
$161M +$10.4M +215,451 +7%
BCIM
117
British Columbia Investment Management
British Columbia, Canada
$160M +$46.5M +959,122 +41%
Ohio Public Employees Retirement System (OPERS)
118
Ohio Public Employees Retirement System (OPERS)
Ohio
$159M -$2.01M -41,398 -1%
SCM
119
Sterling Capital Management
North Carolina
$156M +$25.2M +521,173 +20%
CNB
120
City National Bank
California
$153M +$38.1M +785,727 +34%
RRAM
121
River Road Asset Management
Kentucky
$152M -$54M -1,114,869 -26%
RJA
122
Raymond James & Associates
Florida
$151M +$17.4M +359,738 +13%
VAM
123
Veritas Asset Management
United Kingdom
$151M
GF
124
Gabelli Funds
New York
$151M -$11M -227,883 -7%
Citigroup
125
Citigroup
New York
$150M -$262M -5,413,965 -64%

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.