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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
TWI
1126
Thomas White International
Illinois
$1.58M -$954K -19,200 -38%
CPA
1127
Court Place Advisors
Maryland
$1.58M +$8.6K +173 +0.5%
GVT
1128
Genesee Valley Trust
New York
$1.58M +$27.6K +555 +2%
MCM
1129
Monarch Capital Management
Indiana
$1.58M +$42.4K +852 +3%
OFS
1130
Orrstown Financial Services
Pennsylvania
$1.57M -$11.7K -235 -0.7%
Mariner
1131
Mariner
Kansas
$1.56M -$39.9K -802 -3%
KCPG
1132
Kavar Capital Partners Group
Kansas
$1.54M +$270K +5,440 +21%
VAM
1133
Visium Asset Management
New York
$1.54M -$4.61M -92,659 -75%
CCP
1134
Clarkston Capital Partners
Michigan
$1.54M +$79.4K +1,597 +5%
BBNB
1135
Baker Boyer National Bank
Washington
$1.54M -$138K -2,786 -8%
TTWM
1136
TCV Trust & Wealth Management
Virginia
$1.54M -$37.6K -756 -2%
MBTD
1137
Mechanics Bank - Trust Department
California
$1.53M +$103K +2,069 +7%
PFM
1138
PacWest Financial Management
Arizona
$1.53M +$15.2K +305 +1%
PTCG
1139
Pring Turner Capital Group
California
$1.52M -$5.87K -118 -0.4%
AAM
1140
Augustine Asset Management
Florida
$1.52M +$99 +2 +0%
GCM
1141
Geneva Capital Management
Wisconsin
$1.51M +$31.5K +633 +2%
MF
1142
Magnetar Financial
Illinois
$1.51M +$1.5M +30,240 New
GPC
1143
Glacier Peak Capital
Washington
$1.51M -$1.49M -30,000 -50%
BB
1144
Bell Bank
North Dakota
$1.51M +$37.7K +759 +3%
CSUI
1145
Cincinnati Specialty Underwriters Insurance
Ohio
$1.5M
AC
1146
Alexandria Capital
Virginia
$1.49M +$83.2K +1,673 +6%
CNC
1147
Citizens & Northern Corp
Pennsylvania
$1.49M +$23.9K +480 +2%
MPWT
1148
MassMutual Private Wealth & Trust
Connecticut
$1.48M +$1.16M +23,361 +373%
FMB
1149
Field & Main Bank
Kentucky
$1.47M +$5.77K +116 +0.4%
GIS
1150
Guardian Investor Services
New York
$1.47M -$69.6K -1,400 -5%

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.