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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
FC
1051
FIC Capital
New York
$1.94M -$58.4K -1,174 -3%
NDSI
1052
Newman Dignan & Sheerar Inc
Rhode Island
$1.94M +$38.1K +767 +2%
LNWWM
1053
Laird Norton Wetherby Wealth Management
California
$1.94M +$81.1K +1,632 +4%
MCC
1054
Mid Continent Capital
Illinois
$1.92M -$170K -3,422 -8%
SIM
1055
Sterling Investment Management
Arizona
$1.92M +$674K +13,554 +55%
TB
1056
Terril Brothers
Missouri
$1.91M +$1.89M +38,056 New
SSI
1057
Scott & Selber Inc
Texas
$1.9M -$44.8K -902 -2%
PAM
1058
Palisade Asset Management
Minnesota
$1.89M +$87.9K +1,769 +5%
WA
1059
Wheatland Advisors
Pennsylvania
$1.88M -$3.48K -70 -0.2%
CICI
1060
Capital Investment Counsel Inc
North Carolina
$1.88M -$94.8K -1,908 -5%
CBT
1061
Central Bank & Trust
Kentucky
$1.88M -$130K -2,610 -6%
KC
1062
Kingfisher Capital
North Carolina
$1.88M -$10.6K -214 -0.6%
FDS
1063
First Dallas Securities
Texas
$1.88M +$10.3K +208 +0.6%
CSC
1064
Cove Street Capital
California
$1.87M +$1.86M +37,375 New
HB
1065
Homrich & Berg
Georgia
$1.86M +$25.4K +510 +1%
CBU
1066
CIBC Bank USA
Illinois
$1.85M -$134K -2,704 -7%
MIM
1067
Miller Investment Management
Pennsylvania
$1.84M
WOC
1068
West Oak Capital
California
$1.83M -$83.5K -1,679 -4%
WIC
1069
Woodmont Investment Counsel
Tennessee
$1.81M +$139K +2,803 +8%
DWA
1070
Douglass Winthrop Advisors
New York
$1.81M -$11K -221 -0.6%
SCM
1071
Southport Capital Management
Tennessee
$1.81M +$372K +7,478 +26%
NIMI
1072
Natixis Investment Managers International
France
$1.81M +$272K +5,479 +18%
CC
1073
Cipher Capital
New York
$1.8M +$1.79M +36,105 New
Edgewood Management
1074
Edgewood Management
Connecticut
$1.8M -$348K -6,993 -16%
SSWM
1075
Sheets Smith Wealth Management
North Carolina
$1.8M +$1.29K +26 +0.1%

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.