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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
SFT
926
Simmons First Trust
Arkansas
$2.74M +$185K +3,730 +7%
BIM
927
Bridges Investment Management
Nebraska
$2.73M +$481K +9,668 +21%
VAM
928
Visionary Asset Management
Texas
$2.73M +$630K +12,679 +30%
HJA
929
Hugh Johnson Advisors
New York
$2.73M +$148K +2,974 +6%
KIA
930
King Investment Advisors
Texas
$2.72M +$46.9K +944 +2%
CCM
931
Corsair Capital Management
New York
$2.72M
ADMI
932
Albert D. Mason Inc
Massachusetts
$2.72M +$20.9K +420 +0.8%
TL
933
Tirschwell & Loewy
New York
$2.71M +$134K +2,700 +5%
CSS
934
Cubist Systematic Strategies
Connecticut
$2.7M -$1.4M -28,189 -34%
FANJ
935
Financial Architects (New Jersey)
New Jersey
$2.7M +$153K +3,071 +6%
GAM
936
Griffin Asset Management
New York
$2.69M +$362K +7,273 +16%
B
937
Bailard
California
$2.68M +$87.4K +1,758 +3%
TIC
938
Trees Investment Counsel
Illinois
$2.66M +$17.4K +350 +0.7%
TCOT
939
Trust Company of Toledo
Ohio
$2.66M -$172K -3,455 -6%
WDA
940
Wendell David Associates
New Hampshire
$2.65M +$164K +3,298 +7%
DIA
941
Davidson Investment Advisors
Montana
$2.65M +$2.43M +48,884 +664%
CC
942
Courier Capital
New York
$2.64M -$61.1K -1,229 -2%
MA
943
Menlo Advisors
California
$2.64M -$44.4K -894 -2%
EGA
944
E&G Advisors
Texas
$2.63M +$53.6K +1,079 +2%
MLL
945
Moody Lynn & Lieberson
Massachusetts
$2.61M -$2.3M -46,311 -47%
ST
946
Sentinel Trust
Texas
$2.61M -$1.24K -25 -0%
ST
947
Stifel Trust
Missouri
$2.6M -$15K -301 -0.6%
SCM
948
Schnieders Capital Management
California
$2.6M -$161K -3,240 -6%
WEC
949
Winslow Evans & Crocker
Massachusetts
$2.58M +$175K +3,525 +7%
CC
950
Cannell & Co
New York
$2.58M -$21.7K -436 -0.8%

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.