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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
ECML
876
Eagle Capital Management (Louisiana)
Louisiana
$3.13M -$74.2K -1,492 -2%
LMAM
877
Legg Mason Asset Management
Japan
$3.13M +$492K +9,900 +19%
Millennium Management
878
Millennium Management
New York
$3.12M -$5.12M -103,027 -62%
LGC
879
Laurel Grove Capital
California
$3.11M +$735K +14,781 +31%
LPT
880
Legacy Private Trust
Wisconsin
$3.1M +$175K +3,530 +6%
IH
881
IFC Holdings
Florida
$3.1M +$366K +7,362 +13%
FCB
882
First Citizens Bancorporation
South Carolina
$3.09M +$239K +4,810 +8%
GI
883
Gradient Investments
Minnesota
$3.08M +$560K +11,274 +22%
TSS
884
Thomas Story & Son
Indiana
$3.07M -$9.94K -200 -0.3%
I
885
IberiaBank
Louisiana
$3.07M +$192K +3,864 +7%
CYG
886
Clean Yield Group
Vermont
$3.07M -$84.6K -1,701 -3%
AC
887
Alley Company
Illinois
$3.06M +$73.7K +1,482 +2%
IB
888
Intrust Bank
Kansas
$3.04M +$1.03M +20,685 +51%
CIM
889
CIM Investment Management
Pennsylvania
$3.03M -$109K -2,200 -3%
TSWM
890
Triangle Securities Wealth Management
North Carolina
$3.03M +$28.3K +569 +0.9%
AF
891
Arrow Financial
New York
$3.02M -$51.8K -1,043 -2%
SSG
892
Summit Securities Group
New York
$3.02M +$1.83M +36,896 +157%
MA
893
Marshwinds Advisory
Georgia
$3M -$57.1K -1,149 -2%
HCM
894
Hodges Capital Management
Texas
$3M +$125K +2,522 +4%
DCC
895
Dow Chemical Company
Michigan
$3M
BIC
896
Bridges Investment Counsel
Nebraska
$2.99M +$165K +3,329 +6%
SAM
897
Selway Asset Management
$2.98M -$124K -2,500 -4%
GA
898
Geneva Advisors
Illinois
$2.98M +$845 +17 +0%
PIM
899
Penobscot Investment Management
Massachusetts
$2.96M +$233K +4,687 +9%
AFG
900
American Financial Group
Ohio
$2.96M

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.