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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
CPA
751
Cowen Prime Advisors
New York
$4.38M +$64.7K +1,302 +2%
SGCA
752
Steel Grove Capital Advisors
Tennessee
$4.38M +$214K +4,311 +5%
BII
753
Bainco International Investors
Massachusetts
$4.37M +$64.6K +1,300 +2%
CMBA
754
C.M. Bidwell & Associates
Hawaii
$4.33M +$4.3M +86,570 New
ECM
755
Evergreen Capital Management
Washington
$4.32M +$88.2K +1,775 +2%
SCM
756
Salem Capital Management
Massachusetts
$4.31M +$77.5K +1,559 +2%
CP
757
Corbenic Partners
Pennsylvania
$4.3M +$47.5K +956 +1%
CBB
758
Citizens Business Bank
California
$4.29M -$44.4K -893 -1%
CC
759
ClearArc Capital
Ohio
$4.28M +$114K +2,293 +3%
PPSG
760
Princeton Portfolio Strategies Group
New Jersey
$4.26M +$157K +3,150 +4%
Jane Street
761
Jane Street
New York
$4.25M -$8.33M -167,498 -66%
VV
762
Verity & Verity
South Carolina
$4.22M +$83.7K +1,683 +2%
SWP
763
Stratos Wealth Partners
Ohio
$4.19M +$211K +4,240 +5%
SCM
764
Snow Capital Management
Pennsylvania
$4.17M -$13.7K -275 -0.3%
RP
765
Reinhart Partners
Wisconsin
$4.17M -$1.43M -28,757 -26%
CWM
766
Cabot Wealth Management
Massachusetts
$4.16M -$7.11K -143 -0.2%
WS
767
Wedbush Securities
California
$4.16M +$402K +8,096 +11%
STB
768
S&T Bank
Pennsylvania
$4.14M -$1.19K -24 -0%
RBC
769
Ronald Blue & Co
Georgia
$4.12M +$66.5K +1,337 +2%
CCM
770
Compton Capital Management
Rhode Island
$4.12M -$3.18K -64 -0.1%
OA
771
Outfitter Advisors
Virginia
$4.12M +$9.94K +200 +0.2%
AMCA
772
Arthur M. Cohen & Associates
Illinois
$4.1M +$4.12M +82,924 New
GHAM
773
Gilman Hill Asset Management
Connecticut
$4.09M +$107K +2,155 +3%
NEAM
774
New England Asset Management
Connecticut
$4.08M +$308K +6,200 +8%
VC
775
Vestor Capital
Illinois
$4.08M +$881K +17,716 +28%

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.