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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
ASRS
201
Arizona State Retirement System
Arizona
$65M -$1.3M -26,200 -2%
HI
202
Honeywell International
North Carolina
$64.7M -$119K -2,400 -0.2%
Jennison Associates
203
Jennison Associates
New York
$62.9M -$73.4M -1,477,203 -54%
ERSOT
204
Employees Retirement System of Texas
Texas
$62.8M -$1.09M -21,928 -2%
NLI
205
Nippon Life Insurance
Japan
$62.1M -$534K -10,749 -0.9%
LPL Financial
206
LPL Financial
California
$61M +$160K +3,226 +0.3%
GIBU
207
Gulf International Bank (UK)
United Kingdom
$58.5M +$359K +7,230 +0.6%
VFA
208
Virtus Fund Advisers
Connecticut
$57.7M -$2.28M -45,837 -4%
Nisa Investment Advisors
209
Nisa Investment Advisors
Missouri
$57.3M -$612K -12,320 -1%
Two Sigma Advisers
210
Two Sigma Advisers
New York
$56.5M +$48.4M +974,569 +628%
EAM
211
Edge Asset Management
Washington
$56M +$1.76M +35,435 +3%
Lazard Asset Management
212
Lazard Asset Management
New York
$55.7M +$5.51M +110,804 +11%
HIMCH
213
Hartford Investment Management Co (HIMCO)
Connecticut
$55.1M -$1.9M -38,241 -3%
PWLP
214
Prio Wealth Limited Partnership
Massachusetts
$54.6M +$3.19M +64,246 +6%
STC
215
SEI Trust Company
Pennsylvania
$54.1M +$5.54M +111,447 +11%
CC
216
Carlson Capital
Texas
$53.4M +$11.4M +229,204 +27%
RCAMU
217
Rothschild & Co Asset Management US
Connecticut
$53.1M -$2.4M -48,197 -4%
FAF
218
Fjarde Ap-fonden
Sweden
$52.8M -$4.16M -83,630 -7%
SAM
219
Sentinel Asset Management
Vermont
$52.2M +$944K +19,000 +2%
IRF
220
IBM Retirement Fund
New York
$51.3M -$1.51M -30,316 -3%
TBC
221
Tweedy, Browne Co
Connecticut
$50.9M +$50.6M +1,017,613 New
EIM
222
ExxonMobil Investment Management
Texas
$50.8M -$1.88M -37,841 -4%
Royal London Asset Management
223
Royal London Asset Management
United Kingdom
$50.5M +$2.62M +52,618 +5%
WBC
224
Westpac Banking Corp
Australia
$49.6M -$8.39M -168,856 -15%
National Pension Service
225
National Pension Service
South Korea
$49.4M +$49.1M +988,384 New

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.