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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
AF
401
Ally Financial
Michigan
$15.7M -$5.72M -115,000 -27%
V
402
Veritable
Delaware
$15.7M +$4.48M +90,143 +40%
SI
403
Stephens Inc
Arkansas
$15.5M +$2.83M +56,893 +22%
KBC Group
404
KBC Group
Belgium
$15.4M -$40.8M -819,884 -73%
GCM
405
Grisanti Capital Management
New York
$15.4M -$1.21M -24,285 -7%
GLA
406
Great Lakes Advisors
Illinois
$15.4M +$13.8M +278,109 +955%
Creative Planning
407
Creative Planning
Kansas
$15.3M +$1.4M +28,245 +10%
CIBC World Market
408
CIBC World Market
Ontario, Canada
$15.2M +$7.3M +146,857 +93%
ANI
409
American National Insurance
Texas
$15.2M
1IC
410
1919 Investment Counsel
Maryland
$15.1M -$33.9K -682 -0.2%
GKIM
411
GW&K Investment Management
Massachusetts
$14.8M +$14.7M +296,185 New
UCFA
412
United Capital Financial Advisors
Texas
$14.8M -$236K -4,742 -2%
CI Investments Inc
413
CI Investments Inc
Ontario, Canada
$14.6M +$239K +4,800 +2%
BF
414
BOK Financial
Oklahoma
$14.6M +$1.8M +36,302 +14%
ZA
415
Zweig Advisers
Connecticut
$14.5M
CCM
416
Cadence Capital Management
Massachusetts
$14.5M +$2.27M +45,590 +19%
CC
417
Cornerstone Capital
California
$14.4M -$257K -5,161 -2%
CAM
418
Capstone Asset Management
Texas
$14.3M -$4.79M -96,456 -25%
WG
419
Welch Group
Alabama
$14.2M +$437K +8,801 +3%
QAM
420
QCI Asset Management
New York
$14.1M +$263K +5,297 +2%
SFM
421
Systematic Financial Management
New Jersey
$14.1M +$14M +282,522 New
CT
422
Cambridge Trust
Massachusetts
$14.1M +$1.95M +39,330 +16%
EHC
423
Everett Harris & Co
California
$14M +$154K +3,092 +1%
PGFC
424
Peapack-Gladstone Financial Corp
New Jersey
$13.9M +$1.01M +20,407 +8%
MNA
425
Manning & Napier Advisors
New York
$13.8M +$163K +3,279 +1%

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.