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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
OC
326
Oppenheimer & Co
New York
$23.7M -$406K -8,175 -2%
KIA
327
KCM Investment Advisors
California
$23.7M +$458K +9,211 +2%
AGA
328
Altrinsic Global Advisors
Connecticut
$23.7M -$26.1M -524,486 -53%
MOACM
329
Mutual of America Capital Management
New York
$23.4M +$285K +5,730 +1%
CC
330
Chubb Corp
New Jersey
$23.3M
OAMG
331
Odey Asset Management Group
United Kingdom
$23.1M -$974K -19,597 -4%
Zurich Cantonal Bank
332
Zurich Cantonal Bank
Switzerland
$23.1M +$1.63M +32,734 +8%
William Blair & Company
333
William Blair & Company
Illinois
$23M +$3.04M +61,072 +15%
GAI
334
General American Investors
New York
$23M +$22.9M +459,702 New
OI
335
Oakbrook Investments
Illinois
$22.9M -$21.2M -426,050 -48%
LTFS
336
Ladenburg Thalmann Financial Services
Florida
$22.9M +$192K +3,872 +0.9%
SAM
337
Securian Asset Management
Minnesota
$22.9M -$93.2K -1,874 -0.4%
BFS
338
Bradley Foster & Sargent
Connecticut
$22.7M +$1.64M +33,093 +8%
BA
339
Boston Advisors
Massachusetts
$22.6M +$386K +7,760 +2%
GI
340
GAMCO Investors
Connecticut
$22.4M -$1.71M -34,427 -7%
BC
341
Bartlett & Co
Ohio
$22.3M +$240K +4,833 +1%
CIA
342
CCM Investment Advisers
South Carolina
$22.2M +$6.49M +130,610 +42%
SC
343
Scotia Capital
Ontario, Canada
$21.8M +$4.38M +88,101 +25%
GG
344
Gofen & Glossberg
Illinois
$21.8M +$1.71M +34,314 +9%
PWP
345
Private Wealth Partners
California
$21.8M +$737K +14,823 +4%
KWILP
346
Kiwi Wealth Investments Limited Partnership
New Zealand
$21.7M +$21.6M +434,721 New
WF
347
Welch & Forbes
Massachusetts
$21.2M +$506K +10,188 +2%
SGAM
348
Smith Group Asset Management
Texas
$21.1M +$143K +2,876 +0.7%
ADEF
349
Adams Diversified Equity Fund
Maryland
$21M
DIA
350
Dana Investment Advisors
Wisconsin
$20.9M +$484K +9,733 +2%

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.