We are live on ! Find out more

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
GXMC
776
Global X Management Company
New York
$4.08M +$1.7M +34,144 +72%
PCM
777
Parsons Capital Management
Rhode Island
$4.08M -$46.4K -933 -1%
BFIM
778
Beese Fulmer Investment Management
Ohio
$4.08M -$81.1K -1,631 -2%
AHS
779
Aspiriant Holdings S3
California
$4.08M +$14.9K +300 +0.4%
ACM
780
Advisors Capital Management
New Jersey
$4.06M -$38.2K -769 -0.9%
LIA
781
LS Investment Advisors
Michigan
$4.05M +$203K +4,077 +5%
BONST
782
Bank of Nova Scotia Trust
Ontario, Canada
$4.03M +$5.96K +120 +0.1%
Nomura Holdings
783
Nomura Holdings
Japan
$4.02M -$7.92M -159,284 -66%
CI
784
Constellation Investments
Ohio
$4.02M +$69.6K +1,400 +2%
AHC
785
Adell Harriman & Carpenter
Texas
$4.02M
EAM
786
EULAV Asset Management
Florida
$4M +$2.18M +43,900 +122%
SAM
787
Symphony Asset Management
California
$3.99M -$3.2M -64,402 -45%
AT
788
Arden Trust
Delaware
$3.98M -$40.8K -821 -1%
ISB
789
Iowa State Bank
Iowa
$3.98M +$99.8K +2,007 +3%
LCP
790
Legacy Capital Partners
Wisconsin
$3.98M +$21.4K +430 +0.5%
Fiera Capital (Canada)
791
Fiera Capital (Canada)
Quebec, Canada
$3.96M +$420K +8,446 +12%
OCM
792
Orleans Capital Management
Louisiana
$3.96M +$31.7K +637 +0.8%
AC
793
Andromeda Capital
New York
$3.96M -$1.15M -23,173 -23%
VIA
794
Vantage Investment Advisors
Pennsylvania
$3.95M +$181K +3,647 +5%
FPCM
795
Financial Partners Capital Management
New York
$3.91M +$62.9K +1,265 +2%
VCM
796
Violich Capital Management
California
$3.9M +$1.4M +28,102 +56%
NBC
797
Neuberger Berman Canada
Ontario, Canada
$3.89M +$3.87M +77,797 New
ICAS
798
Investors Capital Advisory Services
Massachusetts
$3.88M -$127K -2,546 -3%
MPAM
799
Murphy Pohlad Asset Management
Minnesota
$3.86M +$146K +2,935 +4%
FVCM
800
F&V Capital Management
Florida
$3.85M -$67.1K -1,350 -2%

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.