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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
AIA
451
Affinity Investment Advisors
California
$12.2M -$962K -19,344 -7%
RIL
452
Rothschild Investment LLC
Illinois
$12.2M +$1.31M +26,420 +12%
AMI
453
Amica Mutual Insurance
Rhode Island
$12.2M
SLI
454
Sumitomo Life Insurance
Japan
$12.1M +$164K +3,299 +1%
GGPS
455
Gary Goldberg Planning Services
New York
$12.1M +$842K +16,941 +8%
CCM
456
Covington Capital Management
California
$12M +$291K +5,846 +3%
VWM
457
Valley Wealth Managers
New Jersey
$12M +$190K +3,823 +2%
PAS
458
Professional Advisory Services
Florida
$11.9M +$11.6M +233,980 +5,108%
WPC
459
Waters Parkerson & Co
Louisiana
$11.9M +$88.5K +1,780 +0.8%
TMAM
460
Tokio Marine Asset Management
Japan
$11.9M -$972K -19,548 -8%
ISL
461
Ingalls & Snyder LLC
New York
$11.8M -$2.42M -48,639 -17%
PAG
462
Private Advisor Group
New Jersey
$11.7M +$1.06M +21,336 +10%
PNC
463
Park National Corp
Ohio
$11.7M -$183K -3,689 -2%
Marshall Wace
464
Marshall Wace
United Kingdom
$11.7M -$35.9M -721,639 -76%
WSFS
465
Wilmington Savings Fund Society
Delaware
$11.5M -$182K -3,654 -2%
BT
466
Beacon Trust
New Jersey
$11.4M -$3.48K -70 -0%
FMLI
467
Fukoku Mutual Life Insurance
Japan
$11.3M -$373K -7,500 -3%
OA
468
OFI Advisors
Pennsylvania
$11.2M +$593K +11,922 +6%
SCM
469
Stevens Capital Management
Pennsylvania
$11.1M -$6.06M -121,830 -35%
CGI
470
CI Global Investments
California
$11.1M +$11M +222,000 New
BFA
471
Beaumont Financial Advisors
Massachusetts
$11.1M -$33.9K -682 -0.3%
BG
472
Bahl & Gaynor
Ohio
$11.1M +$979K +19,692 +10%
PR
473
Payden & Rygel
California
$11.1M +$3.79M +76,200 +53%
LM
474
Lincluden Management
Ontario, Canada
$11M -$124K -2,485 -1%
RT
475
Rockland Trust
Massachusetts
$11M +$280K +5,632 +3%

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.