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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
PTC
1076
Private Trust Company
Ohio
$1.8M -$179K -3,593 -9%
ACM
1077
Alta Capital Management
Utah
$1.8M +$56.4K +1,135 +3%
WPP
1078
Whalerock Point Partners
Rhode Island
$1.79M +$246K +4,957 +16%
SACTSONJ
1079
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.79M
NIM
1080
Northeast Investment Management
Massachusetts
$1.79M +$268K +5,396 +18%
WCM
1081
Washington Capital Management
Washington
$1.78M -$9.94K -200 -0.6%
MFBTD
1082
MB Financial Bank - Trust Department
Illinois
$1.78M +$886K +17,831 +98%
NL
1083
NWAM LLC
Washington
$1.78M -$1.36M -27,284 -43%
UAS
1084
United Asset Strategies
New York
$1.77M +$136K +2,738 +8%
AP
1085
AHL Partners
United Kingdom
$1.77M +$1.76M +35,448 New
DCM
1086
Dinsmore Capital Management
New Jersey
$1.75M
BIM
1087
Beach Investment Management
Pennsylvania
$1.75M +$848K +17,060 +95%
CCM
1088
Crossvault Capital Management
Texas
$1.74M +$96.4K +1,940 +6%
VHAM
1089
Van Hulzen Asset Management
California
$1.73M +$564K +11,354 +49%
OPCM
1090
Osborne Partners Capital Management
California
$1.73M -$33.5K -674 -2%
ACI
1091
Advance Capital I
Michigan
$1.73M
TWA
1092
TCI Wealth Advisors
Arizona
$1.72M +$32K +644 +2%
CIC
1093
Cincinnati Indemnity Company
Ohio
$1.72M
WAM
1094
Weatherly Asset Management
California
$1.71M +$99 +2 +0%
CL
1095
CSS LLC
Illinois
$1.71M +$49.7K +1,000 +3%
FI
1096
FCM Investments
Texas
$1.71M -$92K -1,850 -5%
FSA
1097
Franklin Street Advisors
North Carolina
$1.69M +$93K +1,871 +6%
BHA
1098
Beech Hill Advisors
New York
$1.69M +$672K +13,515 +67%
PCM
1099
Princeton Capital Management
New Jersey
$1.69M -$85.2K -1,715 -5%
OIA
1100
Optimum Investment Advisors
Illinois
$1.68M -$12.9K -259 -0.8%

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.