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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
HTC
301
Haverford Trust Company
Pennsylvania
$28.9M +$8.76M +176,234 +44%
CEP
302
Chicago Equity Partners
Illinois
$28.6M +$12.9K +260 +0%
QBFM
303
QS Batterymarch Financial Management
New York
$28.5M
DILH
304
Dai-ichi Life Holdings
Japan
$28.1M +$116K +2,340 +0.4%
CFC
305
Cincinnati Financial Corp
Ohio
$27.8M -$6.26M -126,000 -18%
NMERB
306
New Mexico Educational Retirement Board
New Mexico
$27.6M +$239K +4,800 +0.9%
CTB
307
Country Trust Bank
Illinois
$27.6M +$3.81M +76,650 +16%
CI
308
Conning Inc
Connecticut
$27.5M +$1.69M +34,047 +7%
CI
309
Cincinnati Insurance
Ohio
$27.3M -$11.2M -224,699 -29%
BCM
310
Bridgeway Capital Management
Texas
$27.1M +$1.16M +23,400 +5%
VDI
311
Vaughan David Investments
Illinois
$27.1M +$692K +13,929 +3%
Janney Montgomery Scott
312
Janney Montgomery Scott
Pennsylvania
$27M +$3.57M +71,860 +15%
CBOA
313
Commonwealth Bank of Australia
Australia
$26.9M -$1.5M -30,200 -5%
WIM
314
Waverton Investment Management
United Kingdom
$26M -$3.73M -75,117 -13%
BMO
315
Beck Mack & Oliver
New York
$25.9M +$116K +2,325 +0.5%
TGA
316
Trilogy Global Advisors
Florida
$25.9M +$25.8M +518,245 New
SI
317
Sprott Inc
Ontario, Canada
$25.7M +$3.99M +80,200 +18%
GH
318
GAM Holding
Switzerland
$25.6M +$4M +80,455 +19%
CIBC Asset Management
319
CIBC Asset Management
Ontario, Canada
$25.5M +$73.6K +1,481 +0.3%
First Manhattan
320
First Manhattan
New York
$25.5M +$61.6K +1,240 +0.2%
GL
321
GLG LLC
New York
$25.2M -$193K -3,879 -0.8%
NC
322
Nevsky Capital
United Kingdom
$24.9M -$53.3M -1,071,555 -68%
CFB
323
Cullen/Frost Bankers
Texas
$24.8M +$2.93M +58,991 +14%
VCM
324
Vision Capital Management
Oregon
$24.7M +$1.51M +30,397 +7%
BIC
325
Beach Investment Counsel
Pennsylvania
$24.2M +$12.9M +259,204 +115%

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.