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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
MFIMFI
1151
Mesirow Financial Investment Management - Fixed Income
Illinois
$1.47M +$631K +12,690 +76%
HH
1152
Hilltop Holdings
Texas
$1.45M +$225K +4,527 +18%
EWM
1153
Endurance Wealth Management
Rhode Island
$1.45M -$315K -6,333 -18%
CCM
1154
CrestPoint Capital Management
Missouri
$1.45M +$214K +4,300 +17%
TIM
1155
Thompson Investment Management
Wisconsin
$1.44M +$22.9K +461 +2%
CWM
1156
Confluence Wealth Management
Oregon
$1.43M -$285K -5,734 -17%
DIA
1157
Dean Investment Associates
Ohio
$1.43M +$21.3K +429 +2%
CCM
1158
Cutler Capital Management
Massachusetts
$1.43M -$17.4K -350 -1%
GHA
1159
GW Henssler & Associates
Georgia
$1.42M +$40.3K +811 +3%
RFS
1160
Rockefeller Financial Services
New York
$1.42M +$95.7K +1,925 +7%
AUIM
1161
Aegon USA Investment Management
Iowa
$1.42M
EHWM
1162
Eads & Heald Wealth Management
Georgia
$1.42M +$58.2K +1,170 +4%
ZCA
1163
Zeke Capital Advisors
Pennsylvania
$1.41M +$19.9K +400 +1%
VIM
1164
Veritas Investment Management
United Kingdom
$1.4M -$8.14M -163,715 -85%
TC
1165
Travelers Companies
Minnesota
$1.4M
RCM
1166
RNC Capital Management
California
$1.4M -$14.5K -292 -1%
PRHC
1167
P.R. Herzig & Co
New York
$1.39M +$14.9K +300 +1%
ST
1168
Spot Trading
Illinois
$1.39M +$1.38M +27,816 New
SFSG
1169
Stearns Financial Services Group
North Carolina
$1.39M +$75.2K +1,512 +6%
PCA
1170
Private Capital Advisors
Connecticut
$1.37M -$94.7K -1,905 -6%
WCM
1171
Wisconsin Capital Management
Wisconsin
$1.37M +$61.3K +1,233 +5%
BA
1172
Bennicas & Associates
California
$1.37M -$19.3K -388 -1%
TNB
1173
Thomasville National Bank
Georgia
$1.36M +$53.5K +1,077 +4%
VNIM
1174
Vaughan Nelson Investment Management
Texas
$1.36M +$229K +4,600 +20%
BVDMP
1175
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$1.36M

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.