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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
LP
951
LMR Partners
United Kingdom
$2.54M +$2.53M +50,900 New
ATC
952
Argent Trust Company
Louisiana
$2.53M -$438K -8,813 -15%
CHAM
953
Clear Harbor Asset Management
Connecticut
$2.52M +$688K +13,840 +38%
DLCIG
954
D.L. Carlson Investment Group
New Hampshire
$2.5M +$47.4K +953 +2%
WKWM
955
Walter & Keenan Wealth Management
Indiana
$2.5M +$1.14M +22,969 +85%
RIM
956
Regent Investment Management
Kentucky
$2.49M -$28.3K -570 -1%
B
957
BancorpSouth
Mississippi
$2.49M +$104K +2,091 +4%
PAMG
958
Patton Albertson Miller Group
Tennessee
$2.49M +$288K +5,792 +13%
CL
959
Choreo LLC
Illinois
$2.48M +$47.5K +955 +2%
OA
960
Oxbow Advisors
Texas
$2.48M +$95.9K +1,930 +4%
AHB
961
Abner Herrman & Brock
New Jersey
$2.47M +$122K +2,463 +5%
AP
962
Advisor Partners
California
$2.47M +$275K +5,526 +13%
IHL
963
Investment House LLC
California
$2.46M -$77.7K -1,563 -3%
WCM
964
Westend Capital Management
California
$2.46M +$2.55M +51,202 New
MNBTD
965
Moody National Bank Trust Division
Texas
$2.44M +$16.9K +341 +0.7%
BFIC
966
Bedell Frazier Investment Counselling
California
$2.44M +$142K +2,863 +6%
RIG
967
Roosevelt Investment Group
New York
$2.43M +$1.54K +31 +0.1%
SCA
968
Salient Capital Advisors
Texas
$2.42M +$942K +18,945 +64%
SWM
969
Segment Wealth Management
Texas
$2.41M +$139K +2,795 +6%
BIA
970
Biondo Investment Advisors
Pennsylvania
$2.4M +$102K +2,060 +4%
ATC
971
Adirondack Trust Company
New York
$2.39M +$39.5K +795 +2%
SIG
972
Sky Investment Group
Connecticut
$2.38M +$154K +3,102 +7%
GSBTD
973
Glenview State Bank Trust Department
Illinois
$2.35M -$6.46K -130 -0.3%
BAC
974
Boys Arnold & Co
North Carolina
$2.35M -$144K -2,897 -6%
ST
975
Smithfield Trust
Pennsylvania
$2.35M +$28K +564 +1%

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.