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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
CP
226
Cumberland Partners
Ontario, Canada
$47.2M +$17.4M +350,855 +59%
HighTower Advisors
227
HighTower Advisors
Illinois
$46.8M +$11.5M +230,404 +33%
DC
228
Davenport & Co
Virginia
$46.4M +$35.6M +717,083 +339%
PI
229
PineBridge Investments
New York
$46.4M -$5.96M -119,856 -11%
MAM
230
Martingale Asset Management
Massachusetts
$46.4M +$1.51M +30,286 +3%
Acadian Asset Management
231
Acadian Asset Management
Massachusetts
$46.3M
TAM
232
Tocqueville Asset Management
New York
$46.2M -$535K -10,766 -1%
AAF
233
Andra AP-fonden
Sweden
$46M -$7.75M -156,000 -15%
PTC
234
Philadelphia Trust Company
Pennsylvania
$45.9M -$2.19M -44,090 -5%
MIH
235
Madison Investment Holdings
Wisconsin
$45.9M +$11.6M +232,762 +34%
RIG
236
RiverFront Investment Group
Virginia
$45.5M +$15.2M +306,686 +51%
MHC
237
Meyer Handelman Company
New York
$45.4M +$95.2K +1,916 +0.2%
AL
238
AJO LP
Pennsylvania
$44.5M -$39.9M -802,730 -47%
NEI
239
Northwest & Ethical Investments
Ontario, Canada
$44.3M +$22.3M +448,901 +103%
GAM
240
Gotham Asset Management
New York
$44.1M +$7.34M +147,609 +20%
CCM
241
Check Capital Management
California
$43.7M +$29.7M +597,729 +217%
DCM
242
Dupont Capital Management
Delaware
$43.7M -$302K -6,085 -0.7%
AIA
243
Avalon Investment & Advisory
Texas
$43.6M +$4M +80,556 +10%
FIM
244
Foresters Investment Management
New York
$43.1M +$497K +10,000 +1%
ZIM
245
Zacks Investment Management
Illinois
$42.5M -$1.66M -33,472 -4%
MHI
246
Miller Howard Investments
New York
$42.5M +$666K +13,406 +2%
SCM
247
SKBA Capital Management
California
$42.4M +$664K +13,360 +2%
WA
248
Wasatch Advisors
Utah
$42.4M -$1.95M -39,204 -4%
MC
249
Martin Currie
United Kingdom
$42.4M +$4.07M +81,900 +11%
GT
250
Glenmede Trust
Pennsylvania
$42M +$10.3M +207,616 +33%

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.