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
BWP
1226
Baldwin Wealth Partners
Massachusetts
$1.15M +$83.6K +1,682 +8%
BHB
1227
Bank Hapoalim BM
Israel
$1.15M +$463K +9,306 +68%
BCM
1228
Brookstone Capital Management
Illinois
$1.15M +$526K +10,584 +86%
EA
1229
Emerald Advisers
Pennsylvania
$1.14M -$469K -9,445 -29%
CK
1230
Cohen Klingenstein
New York
$1.14M
DCM
1231
Donaldson Capital Management
Indiana
$1.14M -$331K -6,665 -23%
TWM
1232
Torch Wealth Management
Ohio
$1.14M +$3.98K +80 +0.4%
RMDI
1233
R.M. Davis Inc
Maine
$1.14M +$5.27K +106 +0.5%
ECM
1234
EagleClaw Capital Management
Massachusetts
$1.14M +$175K +3,529 +18%
FMWA
1235
Forvis Mazars Wealth Advisors
Missouri
$1.13M +$47.7K +959 +4%
IT
1236
Investors Trust
Texas
$1.13M -$1.5M -30,267 -57%
Fisher Asset Management
1237
Fisher Asset Management
Washington
$1.13M -$260K -5,226 -19%
BOC
1238
Barbara Oil Co
Illinois
$1.13M
PP
1239
Paloma Partners
Connecticut
$1.13M +$457K +9,196 +69%
TAM
1240
Taurus Asset Management
New York
$1.12M -$15K -302 -1%
NAMA
1241
Nikko Asset Management Americas
New York
$1.12M
BST
1242
Bath Savings Trust
Maine
$1.12M +$102K +2,053 +10%
SJIM
1243
St. Johns Investment Management
Florida
$1.12M -$14.8K -298 -1%
MCM
1244
Manchester Capital Management
Vermont
$1.12M -$591K -11,896 -35%
YIA
1245
YHB Investment Advisors
Connecticut
$1.12M +$65.2K +1,311 +6%
SAM
1246
Shamrock Asset Management
Texas
$1.11M -$90.1K -1,812 -8%
TDC
1247
Thompson Davis & Co
Virginia
$1.1M +$987K +19,847 +936%
CCA
1248
Cobblestone Capital Advisors
New York
$1.09M -$75.6K -1,521 -7%
PAM
1249
Private Asset Management
California
$1.08M +$7.26K +146 +0.7%
DY
1250
Dowling & Yahnke
California
$1.08M -$191K -3,839 -15%

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.