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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
KRSITF
576
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$6.79M +$1.96M +41,430 +41%
CCMG
577
Clark Capital Management Group
Pennsylvania
$6.75M +$644K +13,627 +11%
V
578
Veritable
Delaware
$6.74M +$519K +10,974 +8%
GIM
579
Gyrus Investment Management
Ontario, Canada
$6.74M +$1.35M +28,525 +29%
PJSIMP
580
P.J. Schmidt Investment Management (PJS)
Wisconsin
$6.73M +$24.7K +523 +0.4%
VC
581
V2 Capital
Illinois
$6.7M +$562K +11,884 +9%
VAS
582
Valicenti Advisory Services
New York
$6.7M +$3.04M +64,292 +84%
Arrowstreet Capital
583
Arrowstreet Capital
Massachusetts
$6.69M +$6.65M +140,636 New
CAI
584
Capital Advisors Inc
Oklahoma
$6.68M +$6.13M +129,565 +1,204%
SCM
585
Stux Capital Management
New York
$6.65M +$47.3K +1,000 +0.7%
APFBOT
586
Amica Pension Fund Board of Trustees
Rhode Island
$6.63M
BHWM
587
Bar Harbor Wealth Management
New Hampshire
$6.63M +$34.6K +732 +0.5%
RJFSA
588
Raymond James Financial Services Advisors
Florida
$6.62M +$712K +15,048 +12%
PWW
589
Pettyjohn Wood & White
Virginia
$6.6M +$1.79M +37,903 +38%
CIP
590
Convergence Investment Partners
Florida
$6.59M +$219K +4,622 +3%
JC
591
Jacobs & Co
California
$6.58M +$1.85M +39,020 +39%
FM
592
Family Management
New York
$6.55M +$348K +7,369 +6%
RB
593
Rodgers Brothers
Pennsylvania
$6.54M +$339K +7,161 +5%
GJIC
594
Gamble Jones Investment Counsel
California
$6.53M +$1.8M +38,110 +38%
PP
595
Palladium Partners
Virginia
$6.47M +$169K +3,569 +3%
MSR
596
Main Street Research
Connecticut
$6.46M +$692K +14,636 +12%
MWR
597
McAdams Wright Ragen
Washington
$6.43M +$2.27M +47,900 +55%
BAM
598
Burnham Asset Management
New York
$6.42M +$21.5K +454 +0.3%
CIP
599
Chartwell Investment Partners
Pennsylvania
$6.38M +$4.97M +105,200 +364%
CIBC World Market
600
CIBC World Market
Ontario, Canada
$6.37M -$2M -42,312 -24%