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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
UIM
151
USS Investment Management
United Kingdom
$107M
JAM
152
Jupiter Asset Management
United Kingdom
$107M -$2.2M -44,283 -2%
Robeco Institutional Asset Management
153
Robeco Institutional Asset Management
Netherlands
$106M +$16.4M +330,444 +19%
Public Sector Pension Investment Board (PSP Investments)
154
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$105M +$27.2M +547,592 +35%
WHG
155
Westwood Holdings Group
Texas
$104M -$10.9M -219,778 -10%
SIA
156
Sit Investment Associates
Minnesota
$104M +$3.28M +65,915 +3%
TG
157
TCW Group
California
$104M -$85.1K -1,713 -0.1%
CGT
158
Capital Guardian Trust
California
$103M +$23.4M +471,321 +30%
NFA
159
Nationwide Fund Advisors
Ohio
$103M -$12.1M -242,705 -11%
CI
160
Cambiar Investors
Colorado
$102M -$2.86M -57,458 -3%
First Trust Advisors
161
First Trust Advisors
Illinois
$102M +$2.32M +46,744 +2%
CIBC Private Wealth Group
162
CIBC Private Wealth Group
Georgia
$101M +$44.2M +889,621 +79%
RFC
163
Regions Financial Corp
Alabama
$100M +$5.46M +109,932 +6%
NI
164
Numeric Investors
Massachusetts
$98.7M +$1.17M +23,625 +1%
PP
165
Prudential plc
United Kingdom
$98.1M -$8.97M -180,400 -8%
ACI
166
AMP Capital Investors
Australia
$97.4M +$11.4M +229,724 +13%
DekaBank Deutsche Girozentrale
167
DekaBank Deutsche Girozentrale
Germany
$97M +$11.6M +233,814 +14%
N
168
Nuveen
North Carolina
$95.4M +$11.6M +234,256 +14%
Mawer Investment Management
169
Mawer Investment Management
Alberta, Canada
$92M +$91.5M +1,839,903 New
Janus Henderson Group
170
Janus Henderson Group
United Kingdom
$91.7M +$30.9M +621,550 +51%
Los Angeles Capital Management
171
Los Angeles Capital Management
California
$89.9M +$3.06M +61,555 +4%
Commonwealth Equity Services
172
Commonwealth Equity Services
Massachusetts
$89.2M +$2.09M +41,987 +2%
ACM
173
Aviance Capital Management
Florida
$85.9M +$8.61M +173,193 +11%
LCS
174
Levin Capital Strategies
New York
$85.2M +$1.79M +36,075 +2%
CCMH
175
Cornerstone Capital Management Holdings
New York
$84.8M +$1.16M +23,280 +1%

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.