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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
CCMG
576
Clark Capital Management Group
Pennsylvania
$7.06M +$422K +8,489 +6%
VAS
577
Valicenti Advisory Services
New York
$7.06M +$83K +1,669 +1%
FAAS
578
First Allied Advisory Services
California
$7.05M -$1.39M -27,933 -17%
GJIC
579
Gamble Jones Investment Counsel
California
$6.99M +$14.7K +295 +0.2%
APFBOT
580
Amica Pension Fund Board of Trustees
Rhode Island
$6.97M
RMAM
581
Raab & Moskowitz Asset Management
New Jersey
$6.96M -$91.2K -1,835 -1%
MYLI
582
Meiji Yasuda Life Insurance
Japan
$6.95M +$189K +3,798 +3%
VC
583
V2 Capital
Illinois
$6.93M -$118K -2,372 -2%
BPC
584
Banque Pictet & Cie
Switzerland
$6.91M -$268K -5,389 -4%
LIC
585
Lodestar Investment Counsel
Illinois
$6.9M -$13.2K -265 -0.2%
PIM
586
Perkins Investment Management
Illinois
$6.86M +$6.82M +137,216 New
SC
587
SouthState Corp
Florida
$6.83M +$698K +14,035 +11%
FNT
588
First National Trust
Pennsylvania
$6.82M +$296K +5,961 +5%
MI
589
Markston International
New York
$6.8M +$54.7K +1,100 +0.8%
TCM
590
Tetrem Capital Management
Manitoba, Canada
$6.77M +$6.5M +130,749 +2,758%
PP
591
Palladium Partners
Virginia
$6.77M -$25.3K -508 -0.4%
ICM
592
ICC Capital Management
Florida
$6.71M -$731K -14,710 -10%
CIP
593
Chartwell Investment Partners
Pennsylvania
$6.7M
BHWM
594
Bar Harbor Wealth Management
New Hampshire
$6.69M -$138K -2,786 -2%
RB
595
Rodgers Brothers
Pennsylvania
$6.68M +$90K +1,810 +1%
BUB
596
BBVA USA Bancshares
Texas
$6.62M -$173K -3,473 -3%
FM
597
Foster & Motley
Ohio
$6.61M +$350K +7,044 +6%
FHA
598
First Horizon Advisors
Tennessee
$6.6M -$1.79M -36,055 -21%
RAM
599
RWC Asset Management
United Kingdom
$6.58M
AAA
600
Adams Asset Advisors
Texas
$6.53M

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.