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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
CI
351
Cooper Investors
Australia
$20.9M +$39.3K +790 +0.2%
PMG
352
Private Management Group
California
$20.8M -$422K -8,498 -2%
DCLA
353
Douglas C. Lane & Associates
New York
$20.8M -$662K -13,310 -3%
BPGAM
354
BTG Pactual Global Asset Management
Bermuda
$20.6M +$8.94M +179,946 +77%
ECM
355
Estabrook Capital Management
New York
$20.3M -$216K -4,339 -1%
FCI
356
Financial Counselors Inc
Kansas
$20.2M +$78.5K +1,580 +0.4%
GCM
357
Graham Capital Management
Connecticut
$19.9M -$26.1M -525,905 -57%
LOAMS
358
Lombard Odier Asset Management (Switzerland)
Switzerland
$19.8M +$18.5M +372,173 +1,746%
NB
359
Norinchukin Bank
Japan
$19.7M +$600K +12,068 +3%
EB
360
Eastern Bank
Massachusetts
$19.3M +$398K +8,003 +2%
NLGIA
361
Nippon Life Global Investors Americas
New York
$19.3M
FNBOO
362
First National Bank of Omaha
Nebraska
$19.2M +$1.11M +22,339 +6%
Cambridge Investment Research Advisors
363
Cambridge Investment Research Advisors
Iowa
$18.8M +$1.25M +25,167 +7%
CC
364
Curian Capital
Colorado
$18.7M +$808K +16,252 +5%
AIS
365
American Investment Services
Massachusetts
$18.7M +$294K +5,920 +2%
SCM
366
Sandler Capital Management
New York
$18.6M +$18.2M +367,000 +7,340%
AA
367
ALPS Advisors
Colorado
$18.3M +$2.8M +56,366 +18%
PI
368
Placemark Investments
Illinois
$18.3M +$4.17M +83,813 +30%
HIMC
369
Heritage Investors Management Corp
Maryland
$18.2M +$123K +2,476 +0.7%
PA
370
Pinnacle Associates
New York
$18.1M -$189K -3,809 -1%
Natixis Advisors
371
Natixis Advisors
Massachusetts
$18.1M -$1.2M -24,194 -6%
WFMPM
372
Woodley Farra Manion Portfolio Management
Indiana
$18M +$660K +13,274 +4%
N
373
Natixis
France
$17.9M -$82.8M -1,665,035 -82%
VFAM
374
Valley Forge Asset Management
Pennsylvania
$17.7M -$2.23M -44,777 -11%
HJMC
375
Hellman Jordan Management Company
Massachusetts
$17.7M +$3.08M +62,040 +21%

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.