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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
TCM
1051
Tran Capital Management
California
$1.79M -$91.8K -1,941 -5%
MIM
1052
Miller Investment Management
Pennsylvania
$1.79M +$1.78M +37,594 New
PFS
1053
Prospera Financial Services
Texas
$1.79M +$215K +4,555 +14%
FUBT
1054
First United Bank & Trust
Maryland
$1.77M +$14.5K +307 +0.8%
MSFP
1055
Mark Sheptoff Financial Planning
Connecticut
$1.77M +$1.76M +37,206 New
AWP
1056
Ascent Wealth Partners
New York
$1.77M +$15.3K +324 +0.9%
CFA
1057
CT Financial Advisors
Pennsylvania
$1.76M +$1.72M +36,278 New
AP
1058
Advisor Partners
California
$1.76M +$161K +3,410 +10%
CHC
1059
City Holding Co
West Virginia
$1.76M +$60.3K +1,276 +4%
ASN
1060
Advisory Services Network
Georgia
$1.75M +$1.04M +22,034 +150%
SCA
1061
Salient Capital Advisors
Texas
$1.73M -$84.9K -1,796 -5%
FI
1062
FCM Investments
Texas
$1.73M -$38.8K -820 -2%
GHA
1063
GW Henssler & Associates
Georgia
$1.73M +$39.9K +844 +2%
WAM
1064
Weatherly Asset Management
California
$1.73M +$31.5K +667 +2%
BPM
1065
Bowling Portfolio Management
Ohio
$1.72M -$18.4K -390 -1%
LNWWM
1066
Laird Norton Wetherby Wealth Management
California
$1.72M +$396K +8,373 +30%
EAM
1067
EULAV Asset Management
Florida
$1.72M +$94.6K +2,000 +6%
PAM
1068
Palisade Asset Management
Minnesota
$1.71M +$31.4K +663 +2%
DWA
1069
Douglass Winthrop Advisors
New York
$1.71M +$240K +5,066 +16%
SACTSONJ
1070
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.7M
BHBT
1071
Burke & Herbert Bank & Trust
Virginia
$1.7M +$5.72K +121 +0.3%
AssetMark Inc
1072
AssetMark Inc
California
$1.7M +$1.69M +35,774 New
DP
1073
Dearborn Partners
Illinois
$1.7M -$22.3K -471 -1%
PCM
1074
Prelude Capital Management
New York
$1.7M +$923K +19,522 +121%
PTC
1075
Private Trust Company
Ohio
$1.69M +$438K +9,253 +35%