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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
ANBTV
976
American National Bank & Trust (Virginia)
Virginia
$2.34M +$1.09M +21,941 +88%
MIC
977
Meridian Investment Counsel
California
$2.34M +$30.6K +615 +1%
BEAM
978
Baker Ellis Asset Management
Washington
$2.33M -$49.3K -991 -2%
MRCM
979
M&R Capital Management
New Jersey
$2.33M +$283K +5,689 +14%
KT
980
Kanaly Trust
Texas
$2.33M +$269K +5,412 +13%
NSIM
981
North Star Investment Management
Illinois
$2.33M -$52.9K -1,064 -2%
HAIM
982
Hunter Associates Investment Management
Pennsylvania
$2.32M +$14.9K +300 +0.7%
GCIA
983
Gabelli & Co Investment Advisers
New York
$2.31M +$273K +5,500 +14%
OSNBOA
984
Old Second National Bank of Aurora
Illinois
$2.3M +$46.9K +943 +2%
EIM
985
Emerson Investment Management
Massachusetts
$2.3M +$173K +3,474 +8%
FMW
986
Farr Miller & Washington
District of Columbia
$2.29M -$345K -6,931 -13%
CHC
987
City Holding Co
West Virginia
$2.29M +$197K +3,966 +9%
AW
988
ACG Wealth
Georgia
$2.28M -$655K -13,186 -22%
ACP
989
Ashfield Capital Partners
California
$2.25M +$115K +2,306 +5%
GL
990
Globe Life
Texas
$2.25M +$2.24M +45,000 New
ITIM
991
Indiana Trust & Investment Management
Indiana
$2.25M -$17.7K -357 -0.8%
MSS
992
Mitchell Sinkler & Starr
Pennsylvania
$2.24M -$139K -2,789 -6%
DSC
993
Duncker Streett & Co
Missouri
$2.24M +$25.6K +515 +1%
AR
994
Advisory Research
Illinois
$2.24M +$174K +3,502 +8%
SIMM
995
Stillwater Investment Management (Minnesota)
Minnesota
$2.24M +$6.36K +128 +0.3%
SSIA
996
Spero-Smith Investment Advisers
Ohio
$2.23M -$5.77K -116 -0.3%
FNBOMD
997
First National Bank of Mount Dora
Florida
$2.23M +$111K +2,225 +5%
ECM
998
ETrade Capital Management
Virginia
$2.23M +$214K +4,300 +11%
PAIM
999
Punch & Associates Investment Management
Minnesota
$2.23M -$4.37K -88 -0.2%
SYBT
1000
Stock Yards Bank & Trust
Kentucky
$2.22M -$69.7K -1,402 -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.