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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
RNS
901
Robert N. Shapiro
$2.95M -$88.4K -1,778 -3%
CT
902
Coastline Trust
Rhode Island
$2.94M -$23.6K -475 -0.8%
AWA
903
ARS Wealth Advisors
Florida
$2.93M +$290K +5,829 +11%
UF
904
Univest Financial
Pennsylvania
$2.93M -$87.2K -1,754 -3%
PFPT
905
Pinnacle Financial Partners (Tennessee)
Tennessee
$2.93M +$203K +4,078 +7%
AA
906
AlphaMark Advisors
Kentucky
$2.92M +$46.2K +929 +2%
SBWM
907
Sunflower Bank Wealth Management
Arizona
$2.89M -$42.7K -859 -1%
JFGIW
908
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.85M +$66.6K +1,339 +2%
LW
909
Linscomb Wealth
Texas
$2.84M +$46.3K +932 +2%
MSFP
910
Mark Sheptoff Financial Planning
Connecticut
$2.83M +$539K +10,843 +24%
BRWA
911
B. Riley Wealth Advisors
Florida
$2.83M -$3.32M -66,700 -54%
BPM
912
Bowling Portfolio Management
Ohio
$2.83M -$49.3K -991 -2%
GC
913
Grace Capital
Massachusetts
$2.83M +$250K +5,028 +10%
SDJVC
914
St. Denis J. Villere & Co
Louisiana
$2.83M -$1.39M -27,883 -33%
SFP
915
Santa Fe Partners
New Mexico
$2.83M +$609K +12,255 +28%
FNFDCM
916
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$2.82M -$29.8K -599 -1%
LJAC
917
L.J. Altfest & Co
New York
$2.82M +$56.5K +1,136 +2%
UFG
918
United Fire Group
Iowa
$2.8M
MC
919
Martin & Co
Tennessee
$2.8M +$28.6K +575 +1%
SLG
920
Stanley-Laman Group
Pennsylvania
$2.79M +$33.4K +671 +1%
DHFB
921
Dixon Hubard Feinour & Brown
Virginia
$2.77M +$263K +5,285 +11%
CAM
922
Columbia Asset Management
Michigan
$2.77M +$55.3K +1,113 +2%
RC
923
RegentAtlantic Capital
New Jersey
$2.77M -$48.7K -980 -2%
BO
924
Bank OZK
Arkansas
$2.77M +$79.1K +1,592 +3%
EWM
925
Evercore Wealth Management
New York
$2.75M -$77.7K -1,563 -3%

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.