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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
VCM
476
Vigilant Capital Management
Maine
$10.9M +$512K +10,304 +5%
DADC
477
D.A. Davidson & Co
Montana
$10.9M +$518K +10,420 +5%
HFS
478
HL Financial Services
Kentucky
$10.8M +$523K +10,524 +5%
BBA
479
BLB&B Advisors
Pennsylvania
$10.8M +$65K +1,308 +0.6%
RMA
480
Roffman Miller Associates
Pennsylvania
$10.8M +$488K +9,827 +5%
EAM
481
Eagle Asset Management
Florida
$10.8M -$535K -10,757 -5%
RJT
482
Raymond James Trust
Florida
$10.7M +$226K +4,553 +2%
MPI
483
Mairs & Power Inc
Minnesota
$10.7M -$67.1K -1,350 -0.6%
LKIM
484
Lawson Kroeker Investment Management
Nebraska
$10.5M +$26.1K +525 +0.3%
CTA
485
Chesley Taft & Associates
Illinois
$10.5M +$385K +7,747 +4%
KIG
486
Kovitz Investment Group
Illinois
$10.3M +$989K +19,888 +11%
AFG
487
Albion Financial Group
Utah
$10.3M +$74.2K +1,492 +0.7%
BAM
488
Barrett Asset Management
New York
$10.1M +$475K +9,550 +5%
PL
489
Perpetual Ltd
Australia
$10.1M +$2.33M +46,837 +30%
CPP
490
Crow Point Partners
Massachusetts
$10.1M -$9.99M -201,057 -50%
LI
491
LMCG Investments
Massachusetts
$10.1M +$125K +2,514 +1%
CA
492
CapWealth Advisors
Tennessee
$10M +$253K +5,092 +3%
NM
493
NWI Management
New York
$10M -$2.49M -50,000 -20%
SRC
494
Shufro Rose & Co
New York
$9.83M +$1.01M +20,377 +12%
AAM
495
Aston Asset Management
Illinois
$9.78M +$1.17M +23,466 +14%
LMGAM
496
Liberty Mutual Group Asset Management
Massachusetts
$9.67M +$17.4K +350 +0.2%
DG
497
Davidson & Garrard
Virginia
$9.64M -$83K -1,670 -0.9%
CONA
498
Capital One National Association
New York
$9.61M -$283K -5,700 -3%
HAI
499
Hennessy Advisors Inc
California
$9.6M -$94.4K -1,900 -1%
STI
500
Susquehanna Trust & Investment
Pennsylvania
$9.51M +$38.7K +779 +0.4%

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.