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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
HDIM
701
Hanson & Doremus Investment Management
Vermont
$5.01M -$131K -2,633 -3%
MCM
702
McMillion Capital Management
North Carolina
$5M -$168K -3,379 -3%
CVSCT
703
C.V. Starr & Co Trust
New York
$5M
FMBTD
704
First Midwest Bank Trust Division
Illinois
$4.98M +$300K +6,032 +6%
KRSITF
705
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$4.98M -$2.21M -44,473 -30%
SFS
706
Strategic Financial Services
New York
$4.97M +$140K +2,814 +3%
YL
707
YCG LLC
Texas
$4.97M +$4.94M +99,413 New
BOTW
708
Bank of the West
California
$4.96M -$108K -2,173 -2%
PAI
709
Pittenger & Anderson Inc
Nebraska
$4.95M +$77.4K +1,557 +2%
BCM
710
Brookmont Capital Management
Texas
$4.92M -$252K -5,063 -5%
JEW
711
Jamison Eaton & Wood
New Jersey
$4.91M +$308K +6,203 +7%
CIC
712
Cutler Investment Counsel
Oregon
$4.91M -$30.3K -610 -0.6%
BRCM
713
Bright Rock Capital Management
Massachusetts
$4.9M
CFSG
714
Community Financial Services Group
Vermont
$4.88M +$104K +2,099 +2%
RAM
715
Riggs Asset Management
Pennsylvania
$4.86M +$4.44M +89,376 +1,144%
NPIT
716
National Penn Investors Trust
Pennsylvania
$4.83M +$2.4M +48,191 +99%
CIA
717
Choate Investment Advisors
Massachusetts
$4.81M -$234K -4,700 -5%
BAM
718
Baring Asset Management
United Kingdom
$4.79M +$4.76M +95,852 New
WA
719
WealthTrust Axiom
Pennsylvania
$4.79M -$11.7K -235 -0.2%
GD
720
Grandfield & Dodd
New York
$4.78M -$2.32M -46,716 -33%
HVIA
721
Hudson Valley Investment Advisors
New York
$4.78M +$114K +2,284 +2%
JWBC
722
J.W. Burns & Co
New York
$4.76M -$60.5K -1,218 -1%
OPTFSNA
723
Old Point Trust & Financial Services N A
Virginia
$4.74M +$34.4K +693 +0.7%
ACM
724
Argyle Capital Management
Pennsylvania
$4.72M
AAM
725
Autus Asset Management
Arizona
$4.71M +$35.6K +717 +0.8%

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.