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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
AC
551
Allstate Corporation
Illinois
$7.67M -$5.85M -117,769 -43%
NB
552
NBT Bank
New York
$7.64M -$173K -3,485 -2%
HPC
553
HM Payson & Co
Maine
$7.63M +$102K +2,055 +1%
FIM
554
Frontier Investment Management
Texas
$7.63M +$751K +15,105 +11%
MWR
555
McAdams Wright Ragen
Washington
$7.62M +$616K +12,391 +9%
GIM
556
Grassi Investment Management
California
$7.61M +$105K +2,106 +1%
1IA
557
1834 Investment Advisors
Wisconsin
$7.61M +$176K +3,539 +2%
ACM
558
Argent Capital Management
Missouri
$7.55M -$278K -5,600 -4%
PCM
559
Palouse Capital Management
Washington
$7.38M +$91.4K +1,839 +1%
FBB
560
Fulton Breakefield Broenniman
Maryland
$7.36M +$53.9K +1,084 +0.7%
GHA
561
Garcia Hamilton & Associates
Texas
$7.31M +$7.27M +146,217 New
PFC
562
Phocas Financial Corp
California
$7.3M -$37K -745 -0.5%
PCMI
563
Princeton Capital Management Inc
New Jersey
$7.3M +$842K +16,930 +13%
CDH
564
Charles D. Hyman
$7.23M +$406K +8,176 +6%
BCAM
565
Boston Common Asset Management
Massachusetts
$7.21M +$237K +4,772 +3%
JC
566
Jacobs & Co
California
$7.2M +$35.2K +709 +0.5%
WC
567
Woodstock Corp
Massachusetts
$7.18M -$891K -17,925 -11%
LDB
568
Lee, Danner & Bass
Tennessee
$7.18M +$4.62K +93 +0.1%
Northwestern Mutual Wealth Management
569
Northwestern Mutual Wealth Management
Wisconsin
$7.18M +$305K +6,133 +4%
PWW
570
Pettyjohn Wood & White
Virginia
$7.17M +$116K +2,326 +2%
MERSOM
571
Municipal Employees' Retirement System of Michigan
Michigan
$7.16M +$2.27M +45,700 +47%
MSR
572
Main Street Research
Connecticut
$7.16M +$228K +4,580 +3%
EWA
573
EP Wealth Advisors
California
$7.13M +$533K +10,719 +8%
SC
574
Sculptor Capital
New York
$7.09M -$2.61M -52,555 -27%
MYAM
575
Meiji Yasuda Asset Management
Japan
$7.07M -$1.4M -28,168 -17%

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.