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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
VFS
651
VSR Financial Services
Kansas
$5.75M +$541K +10,876 +10%
HC
652
HHG & Company
Connecticut
$5.71M -$249K -5,000 -4%
CA
653
Cornerstone Advisors
North Carolina
$5.7M
NFG
654
Next Financial Group
Texas
$5.69M +$5.61M +112,769 +11,379%
BP
655
Banyan Partners
Florida
$5.68M +$179K +3,593 +3%
HKIM
656
Hayek Kallen Investment Management
Alabama
$5.68M -$45.4K -914 -0.8%
CAM
657
Congress Asset Management
Massachusetts
$5.67M +$84.7K +1,703 +2%
EA
658
Evanston Advisors
Illinois
$5.67M +$164K +3,309 +3%
SCM
659
Shelton Capital Management
Colorado
$5.66M +$114K +2,300 +2%
ONB
660
Old National Bancorp
Indiana
$5.66M +$2.66M +53,570 +90%
FNBTCON
661
First National Bank & Trust Co of Newtown
Pennsylvania
$5.65M -$11.5K -232 -0.2%
FLPIM
662
F.L. Putnam Investment Management
Massachusetts
$5.63M -$13.5K -271 -0.2%
FNBT
663
FineMark National Bank & Trust
Florida
$5.59M +$2.38M +47,804 +75%
TCM
664
Tufton Capital Management
Maryland
$5.56M -$249 -5 -0%
CFS
665
Community Financial System
New York
$5.55M +$60.3K +1,214 +1%
CCT
666
Chemung Canal Trust
New York
$5.5M +$241K +4,844 +5%
AAIM
667
American Assets Investment Management
California
$5.5M +$249K +5,000 +5%
PSC
668
Prentiss Smith & Co
Vermont
$5.49M +$225K +4,517 +4%
CAM
669
Cypress Asset Management
Texas
$5.45M +$146K +2,938 +3%
ERIM
670
Eagle Ridge Investment Management
Connecticut
$5.45M -$140K -2,811 -3%
LCM
671
Logan Capital Management
Pennsylvania
$5.44M +$86.4K +1,739 +2%
ARC
672
Absolute Return Capital
Massachusetts
$5.44M -$1.65M -33,268 -23%
SGAM
673
Steinberg Global Asset Management
Florida
$5.44M +$492K +9,899 +10%
FWIA
674
Fort Washington Investment Advisors
Ohio
$5.42M +$466K +9,368 +9%
KJHP
675
K.J. Harrison & Partners
Ontario, Canada
$5.41M

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.