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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$10.4B +$229M +4,729,253 +2%
State Street
2
State Street
Massachusetts
$8.15B -$8.73M -180,155 -0.1%
Capital Research Global Investors
3
Capital Research Global Investors
California
$7.89B +$171M +3,536,197 +2%
BIT
4
BlackRock Institutional Trust
California
$5.59B +$201M +4,142,130 +4%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$4.69B +$93.6M +1,932,272 +2%
Capital World Investors
6
Capital World Investors
California
$4.1B +$290M +5,985,617 +8%
Norges Bank
7
Norges Bank
Norway
$3.92B +$1.88B +38,770,522 +94%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$3.82B +$380M +7,840,319 +11%
JP Morgan Chase
9
JP Morgan Chase
New York
$3.09B -$311M -6,423,397 -9%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$2.78B -$3.22M -66,555 -0.1%
Northern Trust
11
Northern Trust
Illinois
$2.73B +$55.7M +1,149,659 +2%
BFA
12
BlackRock Fund Advisors
California
$2.05B +$82.4M +1,701,299 +4%
Ameriprise
13
Ameriprise
Minnesota
$1.98B +$274M +5,646,339 +16%
Massachusetts Financial Services
14
Massachusetts Financial Services
Massachusetts
$1.83B +$134M +2,762,079 +8%
BG
15
BlackRock Group
United Kingdom
$1.65B +$112M +2,314,288 +7%
Bank of America
16
Bank of America
North Carolina
$1.62B +$187M +3,870,155 +13%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$1.49B -$13.8M -284,701 -0.9%
Barrow, Hanley, Mewhinney & Strauss
18
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.42B +$120M +2,466,768 +9%
TCIM
19
TIAA CREF Investment Management
New York
$1.37B +$114M +2,353,202 +9%
T. Rowe Price Associates
20
T. Rowe Price Associates
Maryland
$1.32B -$164M -3,382,185 -11%
Morgan Stanley
21
Morgan Stanley
New York
$1.12B -$17.6M -362,579 -2%
Goldman Sachs
22
Goldman Sachs
New York
$1.09B -$321M -6,633,987 -23%
BA
23
BlackRock Advisors
Delaware
$1.04B +$81.1M +1,674,782 +9%
Legal & General Group
24
Legal & General Group
United Kingdom
$975M +$58M +1,196,880 +6%
AllianceBernstein
25
AllianceBernstein
Tennessee
$953M -$421M -8,699,097 -31%

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.