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1,739 hedge funds and large institutions have $125B invested in Verizon in 2014 Q1 according to their latest regulatory filings, with 259 funds opening new positions, 1,161 increasing their positions, 256 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

463% more first-time investments, than exits

New positions opened: 259 | Existing positions closed: 46

354% more repeat investments, than reductions

Existing positions increased: 1,161 | Existing positions reduced: 256

102% more funds holding in top 10

Funds holding in top 10: 98198 (+100)

53% more capital invested

Capital invested by funds: $82B → $125B (+$43.3B)

18% more call options, than puts

Call options by funds: $1.59B | Put options by funds: $1.35B

13% more funds holding

Funds holding: 1,5431,739 (+196)

5.17% more ownership

Funds ownership: 58.14%63.31% (+5.2%)

Holders
1,739
Holders Change
+196
Holders Change %
+12.7%
% of All Funds
50.23%
Holding in Top 10
198
Holding in Top 10 Change
+100
Holding in Top 10 Change %
+102.04%
% of All Funds
5.72%
New
259
Increased
1,161
Reduced
256
Closed
46
Calls
$1.59B
Puts
$1.35B
Net Calls
+$244M
Net Calls Change
+$370M
Name Holding Trade Value Shares
Change
Change in
Stake
DBG
1001
De Burlo Group
Massachusetts
$2M -$61.5K -1,300 -3%
FMA
1002
FNY Managed Accounts
New York
$2M +$1.92M +40,600 New
NAM
1003
NorthCoast Asset Management
Connecticut
$2M -$50.5K -1,067 -2%
SSWM
1004
Smith Salley Wealth Management
North Carolina
$2M +$1.52M +32,132 +327%
MIC
1005
Meridian Investment Counsel
California
$2M +$735K +15,541 +59%
CICI
1006
Capital Investment Counsel Inc
North Carolina
$1.99M +$149K +3,153 +8%
MPM
1007
Meritage Portfolio Management
Kansas
$1.98M +$1.97M +41,605 New
CC
1008
Columbia Capital
California
$1.97M +$408K +8,619 +26%
CBN
1009
Cadence Bank NA
Texas
$1.97M -$36.3K -767 -2%
FCFC
1010
First Commonwealth Financial Corp
Pennsylvania
$1.97M +$12.1K +255 +0.6%
IFB
1011
iAB Financial Bank
Indiana
$1.96M +$925K +19,569 +91%
KC
1012
Kingfisher Capital
North Carolina
$1.94M -$9.08K -192 -0.5%
WIC
1013
Wilkins Investment Counsel
Massachusetts
$1.94M +$1.13M +23,893 +142%
EGA
1014
E&G Advisors
Texas
$1.93M +$1.92M +40,648 New
SC
1015
Schulhoff & Co
Ohio
$1.93M +$723K +15,290 +60%
KT
1016
Kanaly Trust
Texas
$1.93M -$36.3K -768 -2%
PWAP
1017
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$1.93M +$48.1K +1,017 +3%
IB
1018
Intrust Bank
Kansas
$1.92M +$51.8K +1,095 +3%
EIM
1019
Essex Investment Management
Massachusetts
$1.92M +$31.6K +669 +2%
BHTS
1020
Bar Harbor Trust Services
Maine
$1.92M +$1.71M +36,103 +867%
FCCM
1021
First City Capital Management
Georgia
$1.91M +$243K +5,148 +15%
FNBOMD
1022
First National Bank of Mount Dora
Florida
$1.9M +$58.6K +1,240 +3%
PTB
1023
Pioneer Trust Bank
Oregon
$1.89M +$40K +845 +2%
WOC
1024
West Oak Capital
California
$1.89M +$217K +4,593 +13%
PAMG
1025
Patton Albertson Miller Group
Tennessee
$1.89M +$1.54M +32,564 +455%