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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
GVT
1201
Genesee Valley Trust
New York
$1.21M +$343K +7,247 +40%
AB
1202
AT Bancorp
Iowa
$1.2M +$143K +3,023 +14%
HPIA
1203
Hamilton Point Investment Advisors
North Carolina
$1.19M +$55.2K +1,167 +5%
TAM
1204
Taurus Asset Management
New York
$1.19M +$606K +12,818 +105%
ANB
1205
Amarillo National Bank
Texas
$1.19M +$7.76K +164 +0.7%
MIC
1206
MU Investments Company
Japan
$1.19M +$116K +2,445 +11%
FSA
1207
Franklin Street Advisors
North Carolina
$1.19M -$1.09M -22,975 -48%
GCAC
1208
Guardian Capital Advisors (Canada)
Ontario, Canada
$1.18M +$34.4K +727 +3%
SIM
1209
Sterling Investment Management
Arizona
$1.18M +$1.17M +24,819 New
VWM
1210
Valley Wealth Managers
New Jersey
$1.18M +$102K +2,160 +10%
VST
1211
Van Strum & Towne
California
$1.18M +$1.17M +24,797 New
GLA
1212
Great Lakes Advisors
Illinois
$1.18M +$235K +4,974 +25%
KCPG
1213
Kavar Capital Partners Group
Kansas
$1.17M +$460K +9,734 +65%
BSWMG
1214
Barrington Strategic Wealth Management Group
Illinois
$1.17M +$819K +17,315 +238%
DAL
1215
David A. Lorber
$1.17M +$1.16M +24,480 New
TNB
1216
Thomasville National Bank
Georgia
$1.16M +$68K +1,437 +6%
SWM
1217
SVA Wealth Management
Wisconsin
$1.15M +$225K +4,767 +24%
Mariner
1218
Mariner
Kansas
$1.15M +$7.57K +160 +0.7%
SAM
1219
Shamrock Asset Management
Texas
$1.15M -$31K -655 -3%
NEPWA
1220
New England Private Wealth Advisors
Massachusetts
$1.14M +$44K +930 +4%
RFS
1221
Rockefeller Financial Services
New York
$1.14M +$1.01M +21,295 +804%
FMWA
1222
Forvis Mazars Wealth Advisors
Missouri
$1.14M +$130K +2,756 +13%
BOS
1223
Bank of Stockton
California
$1.13M +$32.2K +681 +3%
BII
1224
Baring International Investment
United Kingdom
$1.11M +$1.11M +23,373 New
FBP
1225
Flippin Bruce & Porter
Virginia
$1.11M -$7.09K -150 -0.6%