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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
HIP
1001
Hatteras Investment Partners
North Carolina
$2.22M +$2.2M +44,327 New
IAM
1002
Integre Asset Management
New York
$2.2M +$14.6K +293 +0.7%
HIC
1003
Hartline Investment Corp
Illinois
$2.19M -$5.47K -110 -0.3%
JG
1004
Jefferies Group
New York
$2.18M +$658K +13,230 +43%
AAM
1005
Auxier Asset Management
Oregon
$2.17M
DAM
1006
Delta Asset Management
Tennessee
$2.15M +$116K +2,325 +6%
MBT
1007
Monroe Bank & Trust
Michigan
$2.15M -$11.3K -227 -0.5%
AA
1008
Apriem Advisors
California
$2.15M +$2.07M +41,729 +3,203%
ANRIA
1009
American National Registered Investment Advisor
Texas
$2.14M -$4.92K -99 -0.2%
EIM
1010
Essex Investment Management
Massachusetts
$2.14M
NAM
1011
NorthCoast Asset Management
Connecticut
$2.13M +$45.3K +912 +2%
FFC
1012
First Financial Corp
Indiana
$2.13M +$77.8K +1,566 +4%
BE
1013
Bonness Enterprises
District of Columbia
$2.13M
ASA
1014
Armstrong Shaw Associates
Connecticut
$2.12M -$198K -3,988 -9%
SFA
1015
Sequoia Financial Advisors
Ohio
$2.12M +$982K +19,754 +87%
KCM
1016
Kames Capital Management
United Kingdom
$2.11M -$875K -17,608 -29%
CBN
1017
Cadence Bank NA
Texas
$2.1M -$22.1K -445 -1%
GIA
1018
GHP Investment Advisors
Colorado
$2.1M +$54.6K +1,098 +3%
HSA
1019
HBK Sorce Advisory
Pennsylvania
$2.09M -$20.9K -421 -1%
PWAP
1020
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$2.09M +$44.2K +889 +2%
WSTAM
1021
Wilbanks Smith & Thomas Asset Management
Virginia
$2.08M +$52.5K +1,056 +3%
BC
1022
Burney Company
Virginia
$2.08M +$2.68K +54 +0.1%
FCFC
1023
First Commonwealth Financial Corp
Pennsylvania
$2.08M -$6.11K -123 -0.3%
WSC
1024
Wellington Shields & Co
New York
$2.08M +$115K +2,306 +6%
ACM
1025
Avalon Capital Management
California
$2.07M +$1.08M +21,706 +110%

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.