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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
KWMG
1251
King Wealth Management Group
Florida
$1.08M +$32.1K +645 +3%
PMG
1252
ProVise Management Group
Florida
$1.07M -$45.6K -917 -4%
HW
1253
Hancock Whitney
Mississippi
$1.07M +$143K +2,881 +16%
OWD
1254
Osborn Williams & Donohoe
Ohio
$1.07M -$49.7K -1,000 -4%
ARMT
1255
Amica Retiree Medical Trust
Rhode Island
$1.07M
ICM
1256
IMS Capital Management
Oregon
$1.06M -$548K -11,027 -34%
FHB
1257
First Hawaiian Bank
Hawaii
$1.05M +$40.3K +810 +4%
MIC
1258
MU Investments Company
Japan
$1.05M -$61.5K -1,237 -6%
TH
1259
TCTC Holdings
Texas
$1.05M
CTI
1260
Community Trust & Investment
Kentucky
$1.04M +$12.9K +259 +1%
CWP
1261
Capital Wealth Planning
Florida
$1.04M +$415K +8,350 +67%
JIC
1262
Joel Isaacson & Co
New York
$1.03M +$25.6K +515 +3%
BTW
1263
Boston Trust Walden
Massachusetts
$1.03M -$6.86K -138 -0.7%
SFG
1264
SNS Financial Group
Minnesota
$1.03M +$303K +6,103 +42%
EFSCE
1265
Enterprise Financial Services Corp (EFSC)
Missouri
$1.03M -$38.9K -782 -4%
HPBT
1266
High Point Bank & Trust
North Carolina
$1.03M +$11.1K +223 +1%
SOAMC
1267
Spirit of America Management Corp
New York
$1.02M
IAM
1268
ICM Asset Management
Washington
$1.02M +$1.01M +20,400 New
MGIA
1269
Moneta Group Investment Advisors
Missouri
$1.01M +$60.9K +1,225 +6%
AF
1270
Allworth Financial
California
$1.01M +$43.6K +877 +5%
UR
1271
USCA RIA
Texas
$1.01M -$492K -9,894 -33%
HCMT
1272
Highland Capital Management (Tennessee)
Tennessee
$1.01M +$34.3K +690 +4%
QIM
1273
Quest Investment Management
Oregon
$1M +$82K +1,650 +9%
AIM
1274
Aspen Investment Management
Michigan
$998K -$462K -9,300 -32%
NME
1275
Notis-McConarty Edward
$998K -$47.7K -960 -5%

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.