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1,739 hedge funds and large institutions have $125B invested in Verizon in 2014 Q1 according to their latest regulatory filings, with 259 funds opening new positions, 1,161 increasing their positions, 256 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

463% more first-time investments, than exits

New positions opened: 259 | Existing positions closed: 46

354% more repeat investments, than reductions

Existing positions increased: 1,161 | Existing positions reduced: 256

102% more funds holding in top 10

Funds holding in top 10: 98198 (+100)

53% more capital invested

Capital invested by funds: $82B → $125B (+$43.3B)

18% more call options, than puts

Call options by funds: $1.59B | Put options by funds: $1.35B

13% more funds holding

Funds holding: 1,5431,739 (+196)

5.17% more ownership

Funds ownership: 58.14%63.31% (+5.2%)

Holders
1,739
Holders Change
+196
Holders Change %
+12.7%
% of All Funds
50.23%
Holding in Top 10
198
Holding in Top 10 Change
+100
Holding in Top 10 Change %
+102.04%
% of All Funds
5.72%
New
259
Increased
1,161
Reduced
256
Closed
46
Calls
$1.59B
Puts
$1.35B
Net Calls
+$244M
Net Calls Change
+$370M
Name Holding Trade Value Shares
Change
Change in
Stake
TCOTO
851
Trust Company of the Ozarks
Missouri
$3.05M +$371K +7,842 +14%
WA
852
WFG Advisors
Texas
$3.03M +$116K +2,453 +4%
NES
853
New England Securities
New York
$3.02M +$131K +2,778 +5%
CCM
854
Catawba Capital Management
Virginia
$3.01M -$174K -3,672 -5%
IT
855
Investors Trust
Texas
$3M
AC
856
Alley Company
Illinois
$2.99M +$194K +4,097 +7%
ECML
857
Eagle Capital Management (Louisiana)
Louisiana
$2.98M +$2.97M +62,754 New
VIP
858
Vantage Investment Partners
Missouri
$2.98M +$290K +6,130 +11%
FMLI
859
Fukoku Mutual Life Insurance
Japan
$2.96M -$336K -7,100 -10%
FAAM
860
First Allied Asset Management
California
$2.96M +$218K +4,619 +8%
HRIA
861
Haberer Registered Investment Advisor
Ohio
$2.95M +$219K +4,632 +8%
CC
862
Cognios Capital
Kansas
$2.95M +$190K +4,021 +7%
NL
863
NWAM LLC
Washington
$2.94M +$581K +12,294 +25%
TSS
864
Thomas Story & Son
Indiana
$2.93M +$4.73K +100 +0.2%
KAS
865
Kemnay Advisory Services
New York
$2.93M +$2.91M +61,634 New
CYG
866
Clean Yield Group
Vermont
$2.92M -$19.2K -406 -0.7%
LKIM
867
Lawson Kroeker Investment Management
Nebraska
$2.92M +$2.9M +61,332 New
TAM
868
Trillium Asset Management
Massachusetts
$2.88M +$2.53M +53,525 +755%
Envestnet Asset Management
869
Envestnet Asset Management
Illinois
$2.87M +$768K +16,234 +37%
UF
870
Univest Financial
Pennsylvania
$2.85M +$160K +3,384 +6%
ATC
871
Argent Trust Company
Louisiana
$2.85M +$487K +10,307 +21%
MA
872
Marshwinds Advisory
Georgia
$2.85M +$120K +2,535 +4%
VIMU
873
Veritas Investment Management (UK)
United Kingdom
$2.84M +$2.91M +61,540 New
MCM
874
Maple Capital Management
Vermont
$2.84M +$1.19M +25,067 +72%
CWM
875
Cabot Wealth Management
Massachusetts
$2.83M +$1.55M +32,828 +123%