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1,739 hedge funds and large institutions have $125B invested in Verizon in 2014 Q1 according to their latest regulatory filings, with 259 funds opening new positions, 1,161 increasing their positions, 256 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

463% more first-time investments, than exits

New positions opened: 259 | Existing positions closed: 46

354% more repeat investments, than reductions

Existing positions increased: 1,161 | Existing positions reduced: 256

102% more funds holding in top 10

Funds holding in top 10: 98198 (+100)

53% more capital invested

Capital invested by funds: $82B → $125B (+$43.3B)

18% more call options, than puts

Call options by funds: $1.59B | Put options by funds: $1.35B

13% more funds holding

Funds holding: 1,5431,739 (+196)

5.17% more ownership

Funds ownership: 58.14%63.31% (+5.2%)

Holders
1,739
Holders Change
+196
Holders Change %
+12.7%
% of All Funds
50.23%
Holding in Top 10
198
Holding in Top 10 Change
+100
Holding in Top 10 Change %
+102.04%
% of All Funds
5.72%
New
259
Increased
1,161
Reduced
256
Closed
46
Calls
$1.59B
Puts
$1.35B
Net Calls
+$244M
Net Calls Change
+$370M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$9.85B +$3.13B +66,154,239 +47%
State Street
2
State Street
Massachusetts
$7.93B +$2.09B +44,092,737 +36%
Capital Research Global Investors
3
Capital Research Global Investors
California
$7.5B +$2.76B +58,459,585 +59%
BIT
4
BlackRock Institutional Trust
California
$5.24B +$1.51B +31,858,385 +41%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$4.47B +$2.61B +55,256,611 +143%
Capital World Investors
6
Capital World Investors
California
$3.7B +$580M +12,255,690 +19%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$3.34B +$573M +12,121,609 +21%
JP Morgan Chase
8
JP Morgan Chase
New York
$3.31B +$1.49B +31,551,051 +83%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$2.71B +$802M +16,960,886 +42%
Northern Trust
10
Northern Trust
Illinois
$2.6B +$639M +13,516,667 +33%
Norges Bank
11
Norges Bank
Norway
$1.96B +$1.18B +24,943,049 +154%
BFA
12
BlackRock Fund Advisors
California
$1.91B +$563M +11,904,750 +42%
Ameriprise
13
Ameriprise
Minnesota
$1.65B +$820M +17,343,465 +100%
Massachusetts Financial Services
14
Massachusetts Financial Services
Massachusetts
$1.65B +$597M +12,624,211 +57%
BG
15
BlackRock Group
United Kingdom
$1.5B +$416M +8,796,928 +39%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$1.46B +$457M +9,667,686 +46%
T. Rowe Price Associates
17
T. Rowe Price Associates
Maryland
$1.44B +$383M +8,091,839 +36%
Bank of America
18
Bank of America
North Carolina
$1.39B +$278M +5,883,515 +25%
Goldman Sachs
19
Goldman Sachs
New York
$1.37B +$870M +18,406,083 +176%
AllianceBernstein
20
AllianceBernstein
Tennessee
$1.34B +$710M +15,005,506 +114%
Barrow, Hanley, Mewhinney & Strauss
21
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.26B +$172M +3,641,860 +16%
TCIM
22
TIAA CREF Investment Management
New York
$1.22B +$369M +7,810,973 +44%
Morgan Stanley
23
Morgan Stanley
New York
$1.11B +$469M +9,910,132 +74%
Deutsche Bank
24
Deutsche Bank
Germany
$1.04B +$503M +10,631,753 +94%
BA
25
BlackRock Advisors
Delaware
$932M +$83.5M +1,766,237 +10%