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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
Susquehanna International Group
126
Susquehanna International Group
Pennsylvania
$132M -$87.9M -1,767,628 -40%
BGIM
127
Brandywine Global Investment Management
Pennsylvania
$131M -$4.5M -90,615 -3%
CA
128
Commerzbank Aktiengesellschaft
Germany
$129M +$52.3M +1,052,752 +69%
Retirement Systems of Alabama
129
Retirement Systems of Alabama
Alabama
$128M -$21.1M -424,838 -14%
State of New Jersey Common Pension Fund D
130
State of New Jersey Common Pension Fund D
New Jersey
$126M -$69.6M -1,400,000 -36%
Loomis, Sayles & Company
131
Loomis, Sayles & Company
Massachusetts
$126M -$13.7M -275,728 -10%
Stifel Financial
132
Stifel Financial
Missouri
$126M +$9.51M +191,322 +8%
Axa
133
Axa
France
$125M -$66.9M -1,344,984 -35%
SOMRS
134
State of Michigan Retirement System
Michigan
$125M +$4.58M +92,200 +4%
MLICM
135
Metropolitan Life Insurance Company (MetLife)
New York
$125M -$1.87M -37,591 -1%
Neuberger Berman Group
136
Neuberger Berman Group
New York
$125M -$50.5M -1,016,639 -29%
VOYA Investment Management
137
VOYA Investment Management
Georgia
$125M +$3.11M +62,602 +3%
Citigroup
138
Citigroup
New York
$124M -$29.4M -590,616 -19%
WHRC
139
W.H. Reaves & Co
New Jersey
$123M -$16.1M -323,342 -12%
DPIM
140
Duff & Phelps Investment Management
Illinois
$123M -$232K -4,660 -0.2%
PRCM
141
Pine River Capital Management
Minnesota
$120M -$2.77M -55,799 -2%
Aviva
142
Aviva
United Kingdom
$118M -$85.1M -1,711,057 -42%
RG
143
Rathbones Group
United Kingdom
$112M -$1.53M -30,789 -1%
H
144
Hexavest
Quebec, Canada
$111M +$150K +3,015 +0.1%
Caisse de Depot et Placement du Quebec (CDPQ)
145
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$110M -$3.57M -71,900 -3%
SCM
146
Sirios Capital Management
Massachusetts
$109M +$31.7M +638,668 +41%
T
147
Thomaspartners
Massachusetts
$109M +$10.9M +219,233 +11%
Korea Investment Corp
148
Korea Investment Corp
South Korea
$109M -$11.4M -230,256 -10%
KeyBank National Association
149
KeyBank National Association
Ohio
$108M -$10.1M -202,685 -9%
SB
150
Suntrust Banks
Georgia
$108M -$7.12M -143,289 -6%

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.