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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
ACI
1151
Alpha Cubed Investments
California
$1.42M +$172K +3,630 +14%
SIG
1152
Sky Investment Group
Connecticut
$1.41M +$54.5K +1,152 +4%
SFSIG
1153
San Francisco Sentry Investment Group
California
$1.4M +$221K +4,676 +19%
VAM
1154
Visionary Asset Management
Texas
$1.4M +$394K +8,339 +39%
CWM
1155
Confluence Wealth Management
Oregon
$1.4M +$1.39M +29,379 New
RCM
1156
RNC Capital Management
California
$1.4M +$312K +6,596 +29%
PFM
1157
PacWest Financial Management
Arizona
$1.39M +$197K +4,160 +17%
GCA
1158
Gideon Capital Advisors
New York
$1.39M +$1.38M +29,270 New
CNC
1159
Citizens & Northern Corp
Pennsylvania
$1.39M +$34.2K +724 +3%
WPP
1160
Whalerock Point Partners
Rhode Island
$1.39M +$374K +7,916 +37%
FMB
1161
Field & Main Bank
Kentucky
$1.39M +$569K +12,037 +70%
GCM
1162
Geneva Capital Management
Wisconsin
$1.39M -$33.2K -701 -2%
CCM
1163
Cutler Capital Management
Massachusetts
$1.39M +$92.9K +1,965 +7%
UAS
1164
United Asset Strategies
New York
$1.35M +$143K +3,027 +12%
AUIM
1165
Aegon USA Investment Management
Iowa
$1.35M
PP
1166
Paloma Partners
Connecticut
$1.35M +$1.14M +24,155 +578%
RC
1167
Roundview Capital
New Jersey
$1.35M +$467K +9,866 +54%
BA
1168
Bennicas & Associates
California
$1.34M -$27.7K -586 -2%
BWAM
1169
Boyd Watterson Asset Management
Ohio
$1.34M -$27.4K -579 -2%
HW
1170
Hancock Whitney
Mississippi
$1.34M +$55.7K +1,178 +4%
OIA
1171
Optimum Investment Advisors
Illinois
$1.33M -$9.46K -200 -0.7%
TC
1172
Travelers Companies
Minnesota
$1.33M
AC
1173
Alexandria Capital
Virginia
$1.33M +$804 +17 +0.1%
MC
1174
Miles Capital
Iowa
$1.32M -$171K -3,611 -11%
TIM
1175
Thompson Investment Management
Wisconsin
$1.32M +$934K +19,746 +248%