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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
SH
526
SeaTown Holdings
Singapore
$8.44M -$24.9M -500,000 -75%
EM
527
Excalibur Management
Massachusetts
$8.38M
CCFCSB
528
Cape Cod Five Cents Savings Bank
Massachusetts
$8.36M +$16.7K +335 +0.2%
DBG
529
De Burlo Group
Massachusetts
$8.35M +$1.01M +20,400 +14%
RJFSA
530
Raymond James Financial Services Advisors
Florida
$8.28M +$176K +3,532 +2%
FMII
531
Farmers & Merchants Investments Inc
Nebraska
$8.23M +$637K +12,814 +8%
CAI
532
Capital Advisors Inc
Oklahoma
$8.17M +$476K +9,580 +6%
FTC
533
Farmers Trust Company
Ohio
$8.16M -$41.1K -827 -0.5%
WA
534
Whitebox Advisors
Minnesota
$8.12M -$74.6K -1,500 -0.9%
LBC
535
Lowe Brockenbrough & Co
Virginia
$8.11M -$28.1K -565 -0.3%
IC
536
Inverness Counsel
New York
$8.11M +$7.42M +149,315 +1,151%
NPC
537
National Planning Corporation
California
$8.05M +$311K +6,251 +4%
Toronto Dominion Bank
538
Toronto Dominion Bank
Ontario, Canada
$8.04M +$1.24M +24,847 +18%
CIA
539
CSat Investment Advisory
Michigan
$7.97M +$837K +16,832 +12%
PCM
540
Palisade Capital Management
New Jersey
$7.96M +$1.56M +31,303 +24%
PA
541
Profund Advisors
Maryland
$7.96M +$5.47K +110 +0.1%
AAM
542
Aureus Asset Management
Massachusetts
$7.95M +$7.41M +148,980 +1,493%
KPCM
543
Kings Point Capital Management
New York
$7.94M +$121K +2,437 +2%
AL
544
Agran Libbie
California
$7.92M -$18.4K -370 -0.2%
AP
545
Appleton Partners
Massachusetts
$7.87M -$110K -2,216 -1%
DBT
546
Dubuque Bank & Trust
Iowa
$7.86M +$7.22M +145,161 +1,198%
FM
547
Family Management
New York
$7.79M +$166K +3,330 +2%
KCM
548
Kanawha Capital Management
Virginia
$7.77M +$210K +4,218 +3%
MAM
549
Meeder Asset Management
Ohio
$7.76M +$6.14M +123,427 +389%
KFC
550
Klingenstein Fields & Co
New York
$7.73M +$1.47M +29,511 +24%

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.