We are live on ! Find out more

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
Teacher Retirement System of Texas
101
Teacher Retirement System of Texas
Texas
$201M -$5.75M -115,736 -3%
BNP Paribas Financial Markets
102
BNP Paribas Financial Markets
France
$200M +$73.1M +1,470,306 +58%
CA
103
Cortland Advisers
Delaware
$200M
PI
104
PGGM Investments
Netherlands
$197M +$7.02M +141,175 +4%
AI
105
Analytic Investors
California
$195M +$12M +241,435 +7%
State of Tennessee, Department of Treasury
106
State of Tennessee, Department of Treasury
Tennessee
$192M +$21.1M +424,415 +12%
US Bancorp
107
US Bancorp
Minnesota
$187M +$3.41M +68,590 +2%
GE
108
General Electric
Ohio
$172M -$23.7M -476,962 -12%
Ninety One (UK)
109
Ninety One (UK)
United Kingdom
$171M -$6.87M -138,281 -4%
RRAM
110
River Road Asset Management
Kentucky
$167M +$11.3M +226,960 +7%
Chevy Chase Trust
111
Chevy Chase Trust
Maryland
$166M +$13.9M +279,810 +9%
VVP
112
Vulcan Value Partners
Alabama
$166M +$19.1M +383,891 +13%
CNB
113
City National Bank
California
$161M +$5.29M +106,503 +3%
Westfield Capital Management
114
Westfield Capital Management
Massachusetts
$157M -$15.9M -319,968 -9%
AQR Capital Management
115
AQR Capital Management
Connecticut
$157M -$7.79M -156,704 -5%
LSV Asset Management
116
LSV Asset Management
Illinois
$156M +$140M +2,820,150 +909%
Ohio Public Employees Retirement System (OPERS)
117
Ohio Public Employees Retirement System (OPERS)
Ohio
$155M -$7.5M -150,884 -5%
VAM
118
Veritas Asset Management
United Kingdom
$153M -$818K -16,453 -0.5%
Two Sigma Investments
119
Two Sigma Investments
New York
$153M +$151M +3,047,696 +45,407%
GF
120
Gabelli Funds
New York
$152M -$1.87M -37,555 -1%
BCIM
121
British Columbia Investment Management
British Columbia, Canada
$151M -$12.6M -253,966 -8%
SG Americas Securities
122
SG Americas Securities
New York
$147M -$26.4M -530,185 -15%
BNP Paribas Asset Management
123
BNP Paribas Asset Management
France
$142M -$8.38M -168,645 -6%
GIA
124
Gateway Investment Advisers
Ohio
$136M +$4.49M +90,257 +3%
BGC
125
Beutel, Goodman & Co
Ontario, Canada
$134M +$155M +3,121,800 New

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.