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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
EWA
851
Exencial Wealth Advisors
Oklahoma
$3.36M +$760K +15,298 +29%
NES
852
New England Securities
New York
$3.35M -$47K -945 -1%
Mackenzie Financial
853
Mackenzie Financial
Ontario, Canada
$3.33M -$62.3K -1,254 -2%
VIP
854
Vantage Investment Partners
Missouri
$3.32M +$33.3K +669 +1%
BCM
855
Bluefin Capital Management
New York
$3.32M +$1.48M +29,754 +81%
TYCC
856
Texas Yale Capital Corp
Florida
$3.32M +$303K +6,092 +10%
MCM
857
Maple Capital Management
Vermont
$3.29M +$190K +3,825 +6%
WT
858
Washington Trust
Rhode Island
$3.28M -$78.7K -1,584 -2%
DWT
859
Dorsey & Whitney Trust
South Dakota
$3.27M -$59.7K -1,202 -2%
PFSC
860
Peoples Financial Services Corp
Pennsylvania
$3.26M -$89.1K -1,792 -3%
SCM
861
Suffolk Capital Management
New York
$3.26M -$36.1K -727 -1%
WA
862
WFG Advisors
Texas
$3.25M -$31.4K -632 -1%
CIA
863
Covington Investment Advisors
Pennsylvania
$3.25M -$16.6K -334 -0.5%
NSEDCP
864
NJ State Employees Deferred Compensation Plan
New Jersey
$3.25M
WJA
865
Williams Jones & Associates
New York
$3.24M
ECM
866
Everence Capital Management
Indiana
$3.21M
PSI
867
Pinnacle Summer Investments
Virginia
$3.2M +$207K +4,170 +7%
CCM
868
Catawba Capital Management
Virginia
$3.19M
HCM
869
Huber Capital Management
California
$3.19M -$830K -16,700 -21%
FSC
870
Fiduciary Services Corp
Georgia
$3.18M -$266K -5,360 -8%
PAM
871
Paradigm Asset Management
New York
$3.18M -$94.4K -1,900 -3%
TCOTO
872
Trust Company of the Ozarks
Missouri
$3.16M +$52.7K +1,061 +2%
SLF
873
Sun Life Financial
Ontario, Canada
$3.15M -$604K -12,151 -16%
CAL
874
Capital Analysts LLC
Pennsylvania
$3.15M +$148K +2,972 +5%
CCT
875
Capital City Trust
Florida
$3.15M +$19.3K +389 +0.6%

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.