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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
CCB
1276
Cutter & Co Brokerage
Missouri
$963K +$256K +5,417 +37%
RIA
1277
Regal Investment Advisors
Michigan
$961K +$213K +4,510 +29%
AF
1278
Allworth Financial
California
$961K +$396K +8,373 +71%
JIC
1279
Joel Isaacson & Co
New York
$952K +$110K +2,333 +13%
PVWM
1280
Point View Wealth Management
New Jersey
$946K +$491K +10,390 +109%
YIA
1281
YHB Investment Advisors
Connecticut
$941K +$81.7K +1,728 +10%
KWMG
1282
King Wealth Management Group
Florida
$938K -$1.07M -22,556 -53%
SAM
1283
SignalPoint Asset Management
Missouri
$938K -$174K -3,682 -16%
GEM
1284
Global Endowment Management
North Carolina
$936K +$930K +19,672 New
HCMT
1285
Highland Capital Management (Tennessee)
Tennessee
$935K +$403K +8,517 +76%
HC
1286
Highmount Capital
New York
$935K +$418K +8,849 +82%
PH
1287
Pinnacle Holdings
Oklahoma
$931K +$124K +2,613 +15%
HPBT
1288
High Point Bank & Trust
North Carolina
$930K +$104K +2,193 +13%
RCAG
1289
Rehmann Capital Advisory Group
Michigan
$925K +$264K +5,578 +40%
CRC
1290
Curi RMB Capital
Illinois
$922K +$916K +19,363 New
EGA
1291
Eagle Global Advisors
Texas
$916K +$911K +19,262 New
LOM
1292
Loeb Offshore Management
New York
$913K +$907K +19,183 New
FTI
1293
Fiduciary Trust International
Massachusetts
$909K +$904K +19,118 New
SC
1294
Savant Capital
Illinois
$905K +$63.9K +1,351 +8%
CC
1295
Cadinha & Co
Hawaii
$902K -$213K -4,509 -19%
BCM
1296
Bluefin Capital Management
New York
$900K +$850K +17,981 New
ST
1297
Spinnaker Trust
Maine
$899K +$6.62K +140 +0.7%
KIA
1298
Kopp Investment Advisors
Minnesota
$894K +$12.1K +255 +1%
Bessemer Group
1299
Bessemer Group
New Jersey
$888K -$844K -17,846 -49%
CAM
1300
Cubic Asset Management
Massachusetts
$886K +$5.53K +117 +0.6%