We are live on ! Find out more

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
Vanguard Group
1
Vanguard Group
Pennsylvania
$10.8B +$255M +5,128,431 +2%
State Street
2
State Street
Massachusetts
$8.45B +$123M +2,478,801 +1%
Capital Research Global Investors
3
Capital Research Global Investors
California
$8.11B +$54M +1,085,499 +0.7%
BIT
4
BlackRock Institutional Trust
California
$5.72B +$6.06M +121,888 +0.1%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$3.99B -$795M -15,987,243 -17%
Capital World Investors
6
Capital World Investors
California
$3.96B -$228M -4,576,965 -5%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$3.83B -$71.3M -1,433,826 -2%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$2.83B -$18.8M -377,423 -0.7%
JP Morgan Chase
9
JP Morgan Chase
New York
$2.69B -$463M -9,317,995 -15%
Northern Trust
10
Northern Trust
Illinois
$2.69B -$99.9M -2,008,895 -4%
BFA
11
BlackRock Fund Advisors
California
$2.51B +$420M +8,441,705 +20%
Norges Bank
12
Norges Bank
Norway
$1.94B -$2.05B -41,315,615 -52%
Massachusetts Financial Services
13
Massachusetts Financial Services
Massachusetts
$1.81B -$60.4M -1,214,403 -3%
Ameriprise
14
Ameriprise
Minnesota
$1.73B -$288M -5,794,004 -14%
BG
15
BlackRock Group
United Kingdom
$1.71B +$24.2M +487,001 +1%
Bank of America
16
Bank of America
North Carolina
$1.62B -$30.2M -608,341 -2%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$1.52B -$7.17M -144,227 -0.5%
Barrow, Hanley, Mewhinney & Strauss
18
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.45B -$2.02M -40,626 -0.1%
Franklin Resources
19
Franklin Resources
California
$1.4B +$610M +12,270,991 +78%
TCIM
20
TIAA CREF Investment Management
New York
$1.4B -$2.45M -49,217 -0.2%
T. Rowe Price Associates
21
T. Rowe Price Associates
Maryland
$1.32B -$27.9M -561,643 -2%
Morgan Stanley
22
Morgan Stanley
New York
$1.25B +$97.9M +1,969,642 +9%
AllianceBernstein
23
AllianceBernstein
Tennessee
$1.07B +$97.8M +1,967,493 +10%
BA
24
BlackRock Advisors
Delaware
$993M -$69.4M -1,396,763 -7%
Deutsche Bank
25
Deutsche Bank
Germany
$982M +$41.1M +826,549 +4%

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.