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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
FCBT
501
First Citizens Bank & Trust
North Carolina
$9.51M +$3.73K +75 +0%
PIM
502
Progressive Investment Management
Oregon
$9.47M -$5.02K -101 -0.1%
FAAM
503
First Allied Asset Management
California
$9.28M +$5.94M +119,541 +179%
CA
504
Cullinan Associates
Kentucky
$9.25M +$3.4M +68,392 +59%
DM
505
Delphi Management
Massachusetts
$9.24M +$12.7K +255 +0.1%
MCM
506
Munder Capital Management
Michigan
$9.22M +$2.24M +45,105 +32%
DnB Asset Management
507
DnB Asset Management
Norway
$9.13M +$3.74M +75,223 +70%
MAM
508
Mizuho Asset Management
Japan
$9.04M +$1.19M +23,912 +15%
KFS
509
KMS Financial Services
Washington
$8.97M +$186K +3,747 +2%
TCOV
510
Trust Company of Vermont
Vermont
$8.96M +$465K +9,361 +6%
CIC
511
Crawford Investment Counsel
Georgia
$8.93M +$2.82M +56,736 +47%
TNBTD
512
Trustmark National Bank Trust Department
Mississippi
$8.91M +$3.95M +79,468 +81%
RCYC
513
Richard C. Young & Co
Rhode Island
$8.91M +$77.1K +1,551 +0.9%
CCM
514
Chilton Capital Management
Texas
$8.89M -$1.99M -40,097 -18%
TCT
515
TIAA CREF Trust
Missouri
$8.78M +$272K +5,481 +3%
CAM
516
Carret Asset Management
New York
$8.71M +$204K +4,100 +2%
MSU
517
Mizuho Securities USA
New York
$8.7M +$8.65M +173,993 New
MJRIC
518
Mogy Joel R Investment Counsel
California
$8.69M +$678K +13,647 +9%
GMIM
519
General Motors Investment Management
New York
$8.62M -$122K -2,448 -1%
ANBT
520
American National Bank & Trust
Texas
$8.61M +$2.41M +48,452 +39%
CSIC
521
Clifford Swan Investment Counsel
California
$8.55M -$134K -2,694 -2%
DL
522
Delta Lloyd
Netherlands
$8.55M +$319K +6,415 +4%
HC
523
Hourglass Capital
Texas
$8.54M -$15.1K -303 -0.2%
MC
524
Moors & Cabot
Massachusetts
$8.48M +$471K +9,467 +6%
JMFC
525
J.M. Forbes & Co
Massachusetts
$8.44M -$41.9K -843 -0.5%

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.