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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
Public Employees Retirement Association of Colorado
176
Public Employees Retirement Association of Colorado
Colorado
$83.5M -$1.09M -21,989 -1%
IG
177
ING Group
Netherlands
$82.5M -$20.8M -417,955 -20%
HCM
178
Herndon Capital Management
Georgia
$82M -$2.47M -49,705 -3%
M&T Bank
179
M&T Bank
New York
$81.2M +$55.4M +1,114,290 +219%
GC
180
Guggenheim Capital
Illinois
$80.5M +$3.93M +79,032 +5%
TPSF
181
Texas Permanent School Fund
Texas
$80.5M -$5.79M -116,490 -7%
VRS
182
Virginia Retirement Systems
Virginia
$80M +$4.42M +88,864 +6%
SCP
183
Seizert Capital Partners
Michigan
$79.9M +$8.34M +167,816 +12%
EA
184
Euclid Advisors
Connecticut
$79M +$4.16M +83,730 +6%
Jacobs Levy Equity Management
185
Jacobs Levy Equity Management
New Jersey
$77.8M +$76.6M +1,541,927 +11,371%
AAM
186
Advisors Asset Management
Colorado
$77.6M +$3.91M +78,752 +5%
LCOV
187
London Company of Virginia
Virginia
$77M +$2.16M +43,531 +3%
CAM
188
ClariVest Asset Management
California
$76.9M -$1.09K -22 -0%
MSA
189
Mason Street Advisors
Wisconsin
$76.1M -$3.16M -63,561 -4%
JMPWA
190
JP Morgan Private Wealth Advisors
California
$75.8M +$24.6M +494,974 +48%
FMI
191
Factory Mutual Insurance
Massachusetts
$74.9M -$1.4M -28,200 -2%
SAM
192
Sawgrass Asset Management
Florida
$74.9M -$770K -15,483 -1%
SCM
193
Sterling Capital Management
North Carolina
$73.2M -$85.4M -1,718,587 -54%
Comerica Bank
194
Comerica Bank
Texas
$72.7M -$3.93M -79,086 -5%
TSU
195
TD Securities (USA)
New York
$72.5M +$114K +2,293 +0.2%
QI
196
QS Investors
New York
$71.8M +$4.88M +98,209 +7%
Thrivent Financial for Lutherans
197
Thrivent Financial for Lutherans
Minnesota
$69.7M -$3.07M -61,833 -4%
SAM
198
Shell Asset Management
Netherlands
$69M -$790K -15,891 -1%
SAM
199
Silvercrest Asset Management
New York
$68.8M +$782K +15,729 +1%
Fifth Third Bancorp
200
Fifth Third Bancorp
Ohio
$67.1M +$3.41M +68,583 +5%

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.