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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
SBH
826
Segall Bryant & Hamill
Illinois
$3.62M +$717K +14,419 +25%
SHA
827
Smith Hayes Advisers
Nebraska
$3.57M +$817K +16,435 +30%
OMCS
828
Old Mutual Customised Solutions
South Africa
$3.57M -$527K -10,600 -13%
FMT
829
First Mercantile Trust
Tennessee
$3.55M +$139K +2,804 +4%
FAM
830
Fortaleza Asset Management
Illinois
$3.55M +$42.3K +850 +1%
BCM
831
BlueCrest Capital Management
Jersey
$3.54M +$3.52M +70,830 New
BCMU
832
BlueCrest Capital Management (UK)
Guernsey
$3.54M +$3.52M +70,830 New
GWM
833
Graybill Wealth Management
Illinois
$3.53M +$1.04M +20,990 +42%
BCMO
834
Buckingham Capital Management (Ohio)
Ohio
$3.53M +$685K +13,785 +24%
VC
835
Vicus Capital
Pennsylvania
$3.5M +$824K +16,581 +31%
RC
836
RBF Capital
California
$3.5M +$1.24M +25,000 +56%
ST
837
Semper Trust
Pennsylvania
$3.46M -$546K -10,993 -14%
WPC
838
White Pine Capital
Minnesota
$3.44M -$49.7K -1,000 -1%
MAA
839
Matrix Asset Advisors
New York
$3.44M +$158K +3,186 +5%
EIA
840
Edgemoor Investment Advisors
Maryland
$3.44M -$8.45K -170 -0.2%
BFA
841
Bragg Financial Advisors
North Carolina
$3.43M -$53.4K -1,074 -2%
BBHC
842
Brown Brothers Harriman & Co
New York
$3.42M -$61.9K -1,245 -2%
EFS
843
Essex Financial Services
Connecticut
$3.42M -$19.9K -400 -0.6%
Group One Trading
844
Group One Trading
Illinois
$3.42M -$1.1M -22,094 -24%
CIP
845
Convergence Investment Partners
Florida
$3.41M +$9.15K +184 +0.3%
WFG
846
Wills Financial Group
Virginia
$3.41M +$132K +2,659 +4%
PHIMC
847
Private Harbour Investment Management & Counsel
Ohio
$3.37M -$744K -14,973 -18%
Tudor Investment Corp
848
Tudor Investment Corp
Connecticut
$3.37M -$561K -11,280 -14%
IAM
849
Impax Asset Management
New Hampshire
$3.37M +$250K +5,032 +8%
SC
850
Saturna Capital
Washington
$3.36M

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.