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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
FMC
1026
First Merchants Corp
Indiana
$2.06M -$1.34K -27 -0.1%
WTB
1027
Washington Trust Bank
Washington
$2.05M -$1.75M -35,189 -46%
WIC
1028
Wilkins Investment Counsel
Massachusetts
$2.05M +$14.9K +300 +0.7%
ACM
1029
Argentus Capital Management
Texas
$2.04M +$431K +8,676 +27%
IAS
1030
IMA Advisory Services
Colorado
$2.03M +$212K +4,256 +12%
GLRA
1031
Gerald L. Ray & Associates
Texas
$2.03M +$120K +2,409 +6%
PFS
1032
Prospera Financial Services
Texas
$2.02M +$49.3K +992 +2%
SCA
1033
Stonebridge Capital Advisors
Minnesota
$2.02M +$92.7K +1,864 +5%
NCM
1034
Narwhal Capital Management
Georgia
$2.01M +$673K +13,534 +51%
CIM
1035
CenturyLink Investment Management
Colorado
$2.01M -$212K -4,270 -10%
AI
1036
Atria Investments
North Carolina
$2M +$116K +2,335 +6%
SC
1037
Schulhoff & Co
Ohio
$2M +$68.9K +1,387 +4%
FCCM
1038
First City Capital Management
Georgia
$1.99M +$8.8K +177 +0.4%
BB
1039
Busey Bank
Illinois
$1.99M +$92.8K +1,867 +5%
FUBT
1040
First United Bank & Trust
Maryland
$1.98M +$18K +363 +0.9%
AWP
1041
Ascent Wealth Partners
New York
$1.98M +$90.7K +1,825 +5%
GF
1042
Gerstein Fisher
New York
$1.97M +$243K +4,891 +14%
HCA
1043
Horan Capital Advisors
Ohio
$1.97M +$1.25M +25,082 +175%
BMM
1044
Buffington Mohr McNeal
Idaho
$1.97M -$32.8K -660 -2%
VIMU
1045
Veritas Investment Management (UK)
United Kingdom
$1.96M -$901K -18,118 -31%
PTB
1046
Pioneer Trust Bank
Oregon
$1.95M -$39.3K -791 -2%
FA
1047
Fagan Associates
New York
$1.95M +$104K +2,083 +6%
HFM
1048
Hartford Financial Management
Connecticut
$1.95M -$54.3K -1,092 -3%
PWM
1049
Perigon Wealth Management
California
$1.95M -$23.1K -465 -1%
IFB
1050
iAB Financial Bank
Indiana
$1.95M -$88.9K -1,788 -4%

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.