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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
CNBT
726
Canandaigua National Bank & Trust
New York
$4.71M +$260K +5,223 +6%
FFBTD
727
First Financial Bank - Trust Division
Ohio
$4.7M +$676K +13,600 +17%
AGI
728
Athena Global Investors
Virginia
$4.66M
RBA
729
Richard Bernstein Advisors
New York
$4.66M
VCAM
730
Valentine Capital Asset Management
California
$4.65M +$3.22M +64,710 +229%
Jones Financial Companies
731
Jones Financial Companies
Missouri
$4.65M +$301K +6,049 +7%
FNB
732
First Niagara Bank
New York
$4.63M -$133K -2,672 -3%
FA
733
FMA Advisory
Pennsylvania
$4.63M +$660K +13,277 +17%
AUB
734
Atlantic Union Bankshares
Virginia
$4.6M +$719K +14,460 +19%
EOJOAM
735
E. Ohman J:or Asset Management
Sweden
$4.59M
FDCC
736
Foster Dykema Cabot & Co
Massachusetts
$4.58M +$353K +7,102 +8%
LBG
737
Lloyds Banking Group
United Kingdom
$4.57M -$450K -9,057 -9%
GC
738
Grimes & Company
Massachusetts
$4.56M +$84.2K +1,694 +2%
HCM
739
Hollencrest Capital Management
California
$4.54M +$486K +9,786 +12%
AIA
740
Alerus Investment Advisors
Minnesota
$4.53M +$623K +12,530 +16%
BFO
741
Boston Family Office
Massachusetts
$4.51M +$1.46M +29,311 +48%
OIM
742
Opus Investment Management
Massachusetts
$4.5M
CIS
743
Connors Investor Services
Pennsylvania
$4.49M +$238K +4,789 +6%
NIA
744
Northstar Investment Advisors
Colorado
$4.47M +$602K +12,114 +16%
M
745
MOTCO
Texas
$4.47M +$529K +10,644 +14%
SI
746
SII Investments
Wisconsin
$4.46M +$569K +11,445 +15%
CIC
747
Carnegie Investment Counsel
Ohio
$4.46M +$302K +6,071 +7%
FAB
748
First American Bank
Illinois
$4.45M +$2.67M +53,648 +151%
SIG
749
Schooner Investment Group
Pennsylvania
$4.45M -$1.24M -25,000 -22%
RC
750
Roundview Capital
New Jersey
$4.42M +$2.9M +58,382 +195%

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.