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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
FA
601
FDx Advisors
Illinois
$6.5M +$297K +5,972 +5%
SIC
602
SFE Investment Counsel
California
$6.5M +$1.05M +21,095 +19%
DP
603
Dearborn Partners
Illinois
$6.49M +$4.64M +93,367 +256%
RWM
604
Rench Wealth Management
Texas
$6.47M +$221K +4,453 +4%
TBA
605
Train Babcock Advisors
New York
$6.46M +$90.4K +1,818 +1%
HCM
606
Howland Capital Management
Massachusetts
$6.43M +$581K +11,692 +10%
CIA
607
Capital Investment Advisors
Georgia
$6.4M +$524K +10,540 +9%
GIM
608
Gyrus Investment Management
Ontario, Canada
$6.39M +$30.8K +620 +0.5%
ABC
609
Associated Banc-Corp
Wisconsin
$6.38M +$49.2K +990 +0.8%
PJSIMP
610
P.J. Schmidt Investment Management (PJS)
Wisconsin
$6.37M -$511K -10,289 -7%
AB
611
Amalgamated Bank
New York
$6.37M +$391K +7,860 +7%
SAG
612
Sterne Agee Group
Alabama
$6.36M -$125K -2,506 -2%
MCM
613
MAI Capital Management
Ohio
$6.35M +$1.02M +20,609 +19%
BCM
614
BTC Capital Management
Iowa
$6.33M +$6.3M +126,783 New
CCM
615
CWH Capital Management
Washington
$6.33M +$337K +6,789 +6%
BC
616
Barnett & Company
Tennessee
$6.32M +$1.24M +24,892 +24%
CCG
617
Cypress Capital Group
Florida
$6.32M +$9.2K +185 +0.1%
TAM
618
Tealwood Asset Management
Minnesota
$6.28M +$58.6K +1,179 +0.9%
WC
619
Whitney & Co
New York
$6.25M +$99.9K +2,010 +2%
SAMNY
620
Samsung Asset Management (New York)
New York
$6.24M -$73.6K -1,480 -1%
SSWM
621
Smith Salley Wealth Management
North Carolina
$6.24M +$1.18M +23,740 +23%
SOADOR
622
State of Alaska Department of Revenue
Alaska
$6.23M +$209K +4,200 +3%
BA
623
Birinyi Associates
Connecticut
$6.22M
CIC
624
Chase Investment Counsel
Virginia
$6.17M +$6.13M +123,363 New
ICOA
625
Investment Centers of America
North Dakota
$6.17M +$1.86M +37,518 +43%

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.