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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
OCM
676
Olstein Capital Management
New York
$5.4M
ACM
677
Advent Capital Management
New York
$5.36M -$34.7K -699 -0.6%
MCM
678
Mazama Capital Management
Oregon
$5.33M +$5.3M +106,604 New
FBT
679
First Bankers Trust
Kentucky
$5.31M +$37.9K +762 +0.7%
Daiwa Securities Group
680
Daiwa Securities Group
Japan
$5.3M -$268K -5,400 -5%
AA
681
Ancora Advisors
Ohio
$5.27M +$127K +2,550 +2%
HAM
682
Highstreet Asset Management
Ontario, Canada
$5.26M +$44.3K +891 +0.9%
BFM
683
Boston Financial Management
Massachusetts
$5.25M -$3.63K -73 -0.1%
KIC
684
Keating Investment Counselors
Florida
$5.23M -$262K -5,275 -5%
FFSOTS
685
Fiduciary Financial Services of The Southwest
Texas
$5.17M +$34.3K +691 +0.7%
PP
686
Patten & Patten
Tennessee
$5.14M +$98.2K +1,975 +2%
AIC
687
Argus Investors Counsel
New York
$5.14M -$1.24K -25 -0%
CB
688
Chemical Bank
Michigan
$5.13M +$303K +6,104 +6%
FB
689
Fulton Bank
Pennsylvania
$5.13M +$179K +3,597 +4%
NCM
690
Nelson Capital Management
California
$5.12M +$203K +4,087 +4%
NRS
691
Neville Rodie & Shaw
New York
$5.12M -$52.2K -1,051 -1%
MPM
692
Meritage Portfolio Management
Kansas
$5.1M +$86.2K +1,734 +2%
Mirae Asset Global Investments
693
Mirae Asset Global Investments
South Korea
$5.09M +$244K +4,905 +5%
SCM
694
Sterneck Capital Management
Missouri
$5.08M +$3.73M +75,108 +284%
BFG
695
Beacon Financial Group
Texas
$5.07M +$279K +5,621 +6%
Envestnet Asset Management
696
Envestnet Asset Management
Illinois
$5.05M +$3.5M +70,424 +230%
WAS
697
Winch Advisory Services
Wisconsin
$5.04M +$131K +2,636 +3%
MFS
698
MSI Financial Services
Massachusetts
$5.02M +$875K +17,605 +21%
Flossbach Von Storch
699
Flossbach Von Storch
Germany
$5.02M +$22.3K +449 +0.4%
BAS
700
Brown Advisory Securities
Maryland
$5.01M +$142K +2,851 +3%

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.