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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
ASRS
201
Arizona State Retirement System
Arizona
$64.9M -$2.56M -52,800 -4%
HI
202
Honeywell International
North Carolina
$63.5M
ERSOT
203
Employees Retirement System of Texas
Texas
$62.6M -$391K -8,072 -0.6%
Fifth Third Bancorp
204
Fifth Third Bancorp
Ohio
$62.3M +$1.46M +30,074 +2%
NLI
205
Nippon Life Insurance
Japan
$61.3M -$767K -15,839 -1%
LPL Financial
206
LPL Financial
California
$60.2M +$989K +20,417 +2%
Janus Henderson Group
207
Janus Henderson Group
United Kingdom
$59.3M +$11.9M +246,206 +25%
VFA
208
Virtus Fund Advisers
Connecticut
$58.7M +$58.1M +1,199,912 New
GIBU
209
Gulf International Bank (UK)
United Kingdom
$56.9M +$242K +5,000 +0.4%
WBC
210
Westpac Banking Corp
Australia
$56.8M -$11.3M -232,640 -17%
Nisa Investment Advisors
211
Nisa Investment Advisors
Missouri
$56.7M -$2.02M -41,788 -3%
HIMCH
212
Hartford Investment Management Co (HIMCO)
Connecticut
$55.8M -$460K -9,496 -0.8%
FAF
213
Fjarde Ap-fonden
Sweden
$55.8M -$2.75M -56,680 -5%
CIBC Private Wealth Group
214
CIBC Private Wealth Group
Georgia
$55.4M +$1.15M +23,707 +2%
KBC Group
215
KBC Group
Belgium
$55.2M -$471K -9,715 -0.9%
RCAMU
216
Rothschild & Co Asset Management US
Connecticut
$54.4M +$20.7M +426,424 +62%
EAM
217
Edge Asset Management
Washington
$53.1M -$39.6K -817 -0.1%
AAF
218
Andra AP-fonden
Sweden
$52.6M +$11.8M +244,233 +29%
HCM
219
Highbridge Capital Management
New York
$51.7M -$5.58M -115,122 -10%
EIM
220
ExxonMobil Investment Management
Texas
$51.6M -$1.5M -30,932 -3%
IRF
221
IBM Retirement Fund
New York
$51.4M -$358K -7,386 -0.7%
PI
222
PineBridge Investments
New York
$51.3M +$26.2M +541,213 +107%
Citadel Advisors
223
Citadel Advisors
Florida
$50.9M -$191M -3,947,211 -79%
PWLP
224
Prio Wealth Limited Partnership
Massachusetts
$50.3M +$226K +4,672 +0.5%
SAM
225
Sentinel Asset Management
Vermont
$50.1M +$14.3M +295,500 +41%

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.