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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
BMM
1026
Buffington Mohr McNeal
Idaho
$1.89M -$6.53K -138 -0.3%
GIA
1027
Guyasuta Investment Advisors
Pennsylvania
$1.89M +$1.87M +39,648 New
TFA
1028
Transamerica Financial Advisors
Florida
$1.89M +$96.3K +2,037 +5%
GI
1029
Gradient Investments
Minnesota
$1.88M +$194K +4,098 +12%
WSTAM
1030
Wilbanks Smith & Thomas Asset Management
Virginia
$1.88M -$94.9K -2,006 -5%
AA
1031
Apriem Advisors
California
$1.87M +$101K +2,132 +6%
HCM
1032
Hodges Capital Management
Texas
$1.87M +$126K +2,658 +7%
SSI
1033
Scott & Selber Inc
Texas
$1.87M +$1.86M +39,271 New
CPM
1034
Chesapeake Partners Management
Maryland
$1.86M +$1.85M +39,173 New
WSC
1035
Wellington Shields & Co
New York
$1.86M +$103K +2,187 +6%
LC
1036
Lilley & Co
Michigan
$1.86M +$305K +6,454 +20%
MRCM
1037
M&R Capital Management
New Jersey
$1.86M +$394K +8,323 +27%
OSNBOA
1038
Old Second National Bank of Aurora
Illinois
$1.85M +$1.04M +21,939 +129%
GIA
1039
GHP Investment Advisors
Colorado
$1.85M +$130K +2,751 +8%
BC
1040
Burney Company
Virginia
$1.84M -$25.3K -534 -1%
GLRA
1041
Gerald L. Ray & Associates
Texas
$1.83M +$937K +19,815 +106%
FMT
1042
First Mercantile Trust
Tennessee
$1.83M +$893K +18,886 +97%
FFC
1043
First Financial Corp
Indiana
$1.82M +$378K +8,003 +26%
CL
1044
CSS LLC
Illinois
$1.82M +$1.81M +38,222 New
HSA
1045
HBK Sorce Advisory
Pennsylvania
$1.81M +$381K +8,051 +27%
LSV Asset Management
1046
LSV Asset Management
Illinois
$1.81M
CBT
1047
Central Bank & Trust
Kentucky
$1.81M -$102K -2,167 -5%
BB
1048
Busey Bank
Illinois
$1.81M +$23K +487 +1%
WA
1049
Wheatland Advisors
Pennsylvania
$1.81M +$30.5K +644 +2%
DAM
1050
Delta Asset Management
Tennessee
$1.8M +$170K +3,602 +10%

VZ Hedge Fund Activity: Q1 2014 in Review

1,739 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Verizon (VZ) for Q1 2014, worth a combined $125B — up 53% from $82B a quarter earlier.

Buyers outnumbered sellers: 259 funds opened new VZ positions and 46 closed out — a net gain of 213 holders — while 1,161 added to existing stakes and 256 trimmed.

The largest buyer was Vanguard Group, adding an estimated $3.13B. The largest seller was Lord, Abbett & Co, cutting an estimated $231M.

  • 1,739 institutional investors held Verizon (VZ) as of Q1 2014, up from 1,543 in Q4 2013.
  • Funds reported $125B of Verizon stock for Q1 2014, up 53% quarter-over-quarter.
  • 259 funds opened new Verizon positions in Q1 2014 and 46 closed out, a net change of +213 holders.
  • The largest Verizon buyer in Q1 2014 was Vanguard Group, an estimated $3.13B added.
  • The largest Verizon seller in Q1 2014 was Lord, Abbett & Co, an estimated $231M sold.

Based on aggregated 13F filings for Q1 2014.