We are live on ! Find out more

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
OC
1201
Oarsman Capital
Wisconsin
$1.28M +$148K +2,987 +13%
HPIA
1202
Hamilton Point Investment Advisors
North Carolina
$1.27M +$24.6K +495 +2%
AB
1203
AT Bancorp
Iowa
$1.25M -$17.4K -350 -1%
WIS
1204
Wright Investors Service
Connecticut
$1.25M +$88.3K +1,777 +8%
FC
1205
Forte Capital
New York
$1.25M +$1.25M +25,063 New
LCM
1206
Liberty Capital Management
Michigan
$1.25M -$14.4K -290 -1%
PFBT
1207
Parkside Financial Bank & Trust
Missouri
$1.25M +$71.2K +1,433 +6%
ACI
1208
Alpha Cubed Investments
California
$1.25M -$197K -3,957 -14%
FPA
1209
Fieldpoint Private Advisors
New York
$1.25M -$38.5K -775 -3%
SFI
1210
SPC Financial Inc
Maryland
$1.24M +$107K +2,161 +10%
NEPWA
1211
New England Private Wealth Advisors
Massachusetts
$1.23M +$95.5K +1,921 +8%
Bessemer Group
1212
Bessemer Group
New Jersey
$1.22M +$199K +4,001 +20%
ANB
1213
Amarillo National Bank
Texas
$1.21M -$40K -804 -3%
ACS
1214
Archford Capital Strategies
Illinois
$1.21M -$22.7K -456 -2%
CFMC
1215
Curbstone Financial Management Corp
New Hampshire
$1.21M +$72.3K +1,455 +6%
AF
1216
Aldebaran Financial
$1.19M -$50.4K -1,014 -4%
IIM
1217
Ipswich Investment Management
Massachusetts
$1.19M +$50.5K +1,015 +4%
BOS
1218
Bank of Stockton
California
$1.19M -$9.2K -185 -0.8%
BTNA
1219
Bremer Trust National Association
Minnesota
$1.18M -$37K -745 -3%
SAM
1220
Strategy Asset Managers
California
$1.18M +$572K +11,517 +95%
GLI
1221
Guardian Life Insurance
New York
$1.18M +$4.17K +84 +0.4%
GCAC
1222
Guardian Capital Advisors (Canada)
Ontario, Canada
$1.18M -$155K -3,123 -12%
PCA
1223
Peddock Capital Advisors
Massachusetts
$1.17M
ICM
1224
IronBridge Capital Management
Illinois
$1.16M
PH
1225
Pinnacle Holdings
Oklahoma
$1.16M +$193K +3,884 +20%

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.