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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
MSE
501
MUFG Securities EMEA
United Kingdom
$9.36M +$9.3M +196,697 New
DC
502
Davenport & Co
Virginia
$9.32M -$101K -2,139 -1%
HAI
503
Hennessy Advisors Inc
California
$9.18M -$85.1K -1,800 -0.9%
CCM
504
Chilton Capital Management
Texas
$9.18M +$8.73M +184,611 +2,204%
CA
505
CapWealth Advisors
Tennessee
$9.18M +$18.6K +393 +0.2%
DG
506
Davidson & Garrard
Virginia
$9.16M +$429K +9,062 +5%
HPC
507
HM Payson & Co
Maine
$9.07M +$6.39M +135,108 +243%
LMGAM
508
Liberty Mutual Group Asset Management
Massachusetts
$9.02M +$2.55M +53,845 +40%
STI
509
Susquehanna Trust & Investment
Pennsylvania
$9.02M +$340K +7,188 +4%
VCM
510
Vigilant Capital Management
Maine
$8.89M +$8.55M +180,735 +2,972%
BAM
511
Barrett Asset Management
New York
$8.8M +$2.97M +62,826 +51%
RFA
512
Reilly Financial Advisors
California
$8.73M +$402K +8,493 +5%
BCM
513
Becker Capital Management
Oregon
$8.7M +$8.34M +176,335 +2,674%
PAG
514
Private Advisor Group
New Jersey
$8.69M +$801K +16,933 +10%
RIL
515
Rothschild Investment LLC
Illinois
$8.66M +$560K +11,846 +7%
GCP
516
GSA Capital Partners
United Kingdom
$8.63M +$7.3M +154,461 +574%
OI
517
Oakbrook Investments
Illinois
$8.62M +$1.89M +39,950 +28%
HC
518
Hourglass Capital
Texas
$8.55M +$1.92M +40,550 +29%
PSI
519
Pinnacle Summer Investments
Virginia
$8.54M +$1.72M +36,411 +25%
CSIC
520
Clifford Swan Investment Counsel
California
$8.52M +$2.72M +57,465 +47%
FCBT
521
First Citizens Bank & Trust
North Carolina
$8.52M +$7.87M +166,325 +1,303%
CA
522
Cullinan Associates
Kentucky
$8.5M +$656K +13,878 +8%
SRC
523
Shufro Rose & Co
New York
$8.46M +$8.13M +171,975 +2,880%
EAM
524
Eagle Asset Management
Florida
$8.45M +$3.32M +70,145 +65%
CTA
525
Chesley Taft & Associates
Illinois
$8.44M +$6.14M +129,805 +273%