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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
NPF
1176
Norris Perne & French
Michigan
$1.36M -$143K -2,876 -10%
WI
1177
Wedgewood Investors
Pennsylvania
$1.35M +$489K +9,841 +57%
Fuller & Thaler Asset Management
1178
Fuller & Thaler Asset Management
California
$1.35M +$964K +19,400 +252%
BWAM
1179
Boyd Watterson Asset Management
Ohio
$1.35M +$22.5K +453 +2%
BBI
1180
Baxter Bros Inc
Connecticut
$1.35M +$330K +6,637 +33%
MC
1181
Miles Capital
Iowa
$1.35M -$10.4K -210 -0.8%
PM
1182
Penbrook Management
New York
$1.35M +$32.4K +652 +2%
AC
1183
Avenir Corporation
Virginia
$1.35M +$657K +13,220 +96%
PCM
1184
Pentwater Capital Management
Florida
$1.34M -$640K -12,883 -32%
RGC
1185
Roberts, Glore & Co
Illinois
$1.34M +$51.9K +1,045 +4%
BHIA
1186
Birch Hill Investment Advisors
Massachusetts
$1.34M -$34.7K -699 -3%
PGIM
1187
Pacific Global Investment Management
California
$1.34M +$97K +1,952 +8%
PRC
1188
Platte River Capital
Colorado
$1.33M -$1.21M -24,301 -48%
SWM
1189
SVA Wealth Management
Wisconsin
$1.33M +$8.35K +168 +0.6%
BSWMG
1190
Barrington Strategic Wealth Management Group
Illinois
$1.33M +$82.2K +1,654 +7%
CCS
1191
Crosspoint Capital Strategies
California
$1.32M +$56.6K +1,138 +5%
RCAG
1192
Rehmann Capital Advisory Group
Michigan
$1.31M +$101K +2,031 +8%
VST
1193
Van Strum & Towne
California
$1.31M +$98.1K +1,973 +8%
CCA
1194
Checchi Capital Advisers
California
$1.3M +$317K +6,381 +32%
CPIM
1195
Columbia Partners Investment Management
Virginia
$1.3M -$31K -624 -2%
CM
1196
Churchill Management
California
$1.3M +$422K +8,491 +49%
CCT
1197
Country Club Trust
Missouri
$1.28M +$13.4K +270 +1%
MC
1198
Middleton & Co
Massachusetts
$1.28M +$115K +2,316 +10%
CWM
1199
Calamos Wealth Management
Illinois
$1.28M +$77.8K +1,565 +7%
VCAM
1200
Van Cleef Asset Management
Ohio
$1.28M -$10.2K -205 -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.