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1,739 hedge funds and large institutions have $125B invested in Verizon in 2014 Q1 according to their latest regulatory filings, with 259 funds opening new positions, 1,161 increasing their positions, 256 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

463% more first-time investments, than exits

New positions opened: 259 | Existing positions closed: 46

354% more repeat investments, than reductions

Existing positions increased: 1,161 | Existing positions reduced: 256

102% more funds holding in top 10

Funds holding in top 10: 98198 (+100)

53% more capital invested

Capital invested by funds: $82B → $125B (+$43.3B)

18% more call options, than puts

Call options by funds: $1.59B | Put options by funds: $1.35B

13% more funds holding

Funds holding: 1,5431,739 (+196)

5.17% more ownership

Funds ownership: 58.14%63.31% (+5.2%)

Holders
1,739
Holders Change
+196
Holders Change %
+12.7%
% of All Funds
50.23%
Holding in Top 10
198
Holding in Top 10 Change
+100
Holding in Top 10 Change %
+102.04%
% of All Funds
5.72%
New
259
Increased
1,161
Reduced
256
Closed
46
Calls
$1.59B
Puts
$1.35B
Net Calls
+$244M
Net Calls Change
+$370M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
351
Securian Asset Management
Minnesota
$21.4M +$8.3M +175,439 +64%
KIA
352
KCM Investment Advisors
California
$21.3M +$1.13M +23,945 +6%
DCLA
353
Douglas C. Lane & Associates
New York
$21.1M +$94K +1,988 +0.5%
BKBG
354
BHF Kleinwort Benson Group
Belgium
$21M +$3.23M +68,400 +18%
HI
355
HBK Investments
Texas
$21M +$7.34M +155,200 +54%
LTFS
356
Ladenburg Thalmann Financial Services
Florida
$20.9M +$2.37M +50,065 +13%
ECM
357
Estabrook Capital Management
New York
$20.9M -$294K -6,219 -1%
SI
358
Sprott Inc
Ontario, Canada
$20.8M +$20.7M +437,449 New
Truist Financial
359
Truist Financial
North Carolina
$20.4M +$7.2M +152,284 +55%
MIP
360
Mondrian Investment Partners
United Kingdom
$20.3M +$162M +3,432,886 New
NB
361
Norinchukin Bank
Japan
$20.3M +$6.48M +136,992 +47%
CFB
362
Cullen/Frost Bankers
Texas
$20.3M +$2.42M +51,143 +14%
AF
363
Ally Financial
Michigan
$20.2M +$236K +5,000 +1%
ADEF
364
Adams Diversified Equity Fund
Maryland
$20M +$4.97M +105,000 +33%
RAM
365
RWC Asset Management
United Kingdom
$19.9M +$19.8M +417,694 New
PWP
366
Private Wealth Partners
California
$19.9M +$8.59M +181,719 +77%
William Blair & Company
367
William Blair & Company
Illinois
$19.7M +$2.56M +54,157 +15%
VFAM
368
Valley Forge Asset Management
Pennsylvania
$19.6M -$274K -5,788 -1%
WIC
369
Water Island Capital
New York
$19.4M +$10.6M +223,407 +121%
PMG
370
Private Management Group
California
$19.4M +$19.3M +407,407 New
WF
371
Welch & Forbes
Massachusetts
$19.2M +$524K +11,072 +3%
CPP
372
Crow Point Partners
Massachusetts
$19.2M +$19M +402,712 New
SAC
373
Smith Affiliated Capital
New York
$19M
DIA
374
Dana Investment Advisors
Wisconsin
$18.9M -$57.9K -1,225 -0.3%
FCI
375
Financial Counselors Inc
Kansas
$18.8M +$3.73M +78,949 +25%