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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
Chevy Chase Trust
126
Chevy Chase Trust
Maryland
$149M -$2.44M -50,395 -2%
BNP Paribas Asset Management
127
BNP Paribas Asset Management
France
$147M +$4.18M +86,235 +3%
VVP
128
Vulcan Value Partners
Alabama
$146M +$54.8M +1,132,148 +61%
Retirement Systems of Alabama
129
Retirement Systems of Alabama
Alabama
$146M +$1.77M +36,440 +1%
Loomis, Sayles & Company
130
Loomis, Sayles & Company
Massachusetts
$137M -$7.06M -145,671 -5%
WHRC
131
W.H. Reaves & Co
New Jersey
$137M +$5.47M +112,904 +4%
Jennison Associates
132
Jennison Associates
New York
$134M -$60M -1,237,984 -31%
BGIM
133
Brandywine Global Investment Management
Pennsylvania
$132M +$36.3M +749,420 +38%
GIA
134
Gateway Investment Advisers
Ohio
$129M +$2.94M +60,687 +2%
WT
135
Wellcome Trust
United Kingdom
$127M -$1.45M -30,010 -1%
MLICM
136
Metropolitan Life Insurance Company (MetLife)
New York
$124M -$5.66M -116,850 -4%
BNP Paribas Financial Markets
137
BNP Paribas Financial Markets
France
$124M -$43M -887,603 -26%
DPIM
138
Duff & Phelps Investment Management
Illinois
$120M +$29.5M +608,050 +33%
PRCM
139
Pine River Capital Management
Minnesota
$120M +$75.3M +1,553,245 +172%
VOYA Investment Management
140
VOYA Investment Management
Georgia
$119M -$173M -3,562,345 -59%
SOMRS
141
State of Michigan Retirement System
Michigan
$118M +$20.2M +416,100 +21%
Korea Investment Corp
142
Korea Investment Corp
South Korea
$118M +$4.38M +90,460 +4%
KeyBank National Association
143
KeyBank National Association
Ohio
$116M +$21.3M +439,007 +23%
AIM
144
abrdn Investment Management
United Kingdom
$115M +$4.18M +86,202 +4%
Stifel Financial
145
Stifel Financial
Missouri
$114M +$7.69M +158,745 +7%
WHG
146
Westwood Holdings Group
Texas
$113M +$111M +2,300,148 +23,217%
NFA
147
Nationwide Fund Advisors
Ohio
$113M +$18.3M +378,105 +20%
SB
148
Suntrust Banks
Georgia
$113M -$75.5M -1,557,897 -40%
RG
149
Rathbones Group
United Kingdom
$111M -$4.3M -88,716 -4%
Caisse de Depot et Placement du Quebec (CDPQ)
150
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$111M -$5.42M -111,800 -5%

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.