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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
PFM
801
Parsec Financial Management
North Carolina
$3.84M +$1.16M +23,250 +43%
QCMC
802
Quantum Capital Management (California)
California
$3.81M -$1.09M -21,912 -22%
PAM
803
PartnerRe Asset Management
Connecticut
$3.79M -$606K -12,186 -14%
GIP
804
Granite Investment Partners
California
$3.78M +$50 +1 +0%
CC
805
Colrain Capital
Massachusetts
$3.76M +$49.7K +1,000 +1%
DAS
806
Dynamic Advisor Solutions
Arizona
$3.76M +$71.8K +1,444 +2%
FWCM
807
Ferguson Wellman Capital Management
Oregon
$3.75M +$80.2K +1,614 +2%
RW
808
Rand Wealth
Maryland
$3.73M +$100K +2,017 +3%
CWM
809
Concert Wealth Management
California
$3.73M -$60.8K -1,224 -2%
MP
810
Manifold Partners
California
$3.73M +$3.71M +74,607 New
NCMW
811
Northern Capital Management (Wisconsin)
Wisconsin
$3.73M +$197K +3,961 +6%
GIA
812
Gargoyle Investment Advisor
New Jersey
$3.73M +$704K +14,171 +23%
OIM
813
Orca Investment Management
Oregon
$3.73M -$43.9K -883 -1%
MIM
814
Marco Investment Management
Georgia
$3.72M +$167K +3,366 +5%
LIM
815
Leavell Investment Management
Alabama
$3.71M +$300K +6,033 +9%
HRIA
816
Haberer Registered Investment Advisor
Ohio
$3.71M +$65.5K +1,317 +2%
TFA
817
Transamerica Financial Advisors
Florida
$3.7M +$920K +18,512 +33%
AMIM
818
Aull & Monroe Investment Management
Alabama
$3.69M +$112K +2,247 +3%
TSW
819
Thompson Siegel & Walmsley
Virginia
$3.69M +$450K +9,048 +14%
TF
820
Tompkins Financial
New York
$3.66M +$3.08K +62 +0.1%
BACM
821
Blue Arrow Capital Management
New York
$3.65M -$3.06M -61,614 -46%
WB
822
Webster Bank
Connecticut
$3.64M -$356K -7,166 -9%
GIM
823
Goelzer Investment Management
Indiana
$3.63M +$305K +6,139 +9%
NAM
824
NTV Asset Management
West Virginia
$3.62M -$15.5K -312 -0.4%
SNT
825
Security National Trust
West Virginia
$3.62M -$70.6K -1,421 -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.