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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
CC
1276
Cadinha & Co
Hawaii
$998K
W
1277
Wealthfront
California
$997K +$281K +5,661 +40%
SC
1278
Savant Capital
Illinois
$993K +$43.4K +874 +5%
HBT
1279
Hills Bank & Trust
Iowa
$993K +$205K +4,132 +26%
PMFA
1280
Plante Moran Financial Advisors
Michigan
$991K +$52.2K +1,050 +6%
CCB
1281
Cutter & Co Brokerage
Missouri
$990K +$149 +3 +0%
TCM
1282
Tran Capital Management
California
$989K -$249K -5,000 -20%
CG
1283
Colony Group
Massachusetts
$981K +$82.1K +1,652 +9%
SP
1284
Sarasin & Partners
United Kingdom
$980K -$223K -4,496 -19%
CIC
1285
Chilton Investment Company
Connecticut
$980K +$974K +19,601 New
SAM
1286
SignalPoint Asset Management
Missouri
$967K -$66.8K -1,344 -6%
GWM
1287
Greenwich Wealth Management
Connecticut
$966K +$396K +7,962 +70%
MVA
1288
Mount Vernon Associates
Maryland
$962K +$89.5K +1,800 +10%
HL
1289
HeadInvest LLC
Maine
$957K -$191K -3,846 -17%
DIA
1290
Denver Investment Advisors
Colorado
$957K +$31.4K +632 +3%
RIA
1291
Regal Investment Advisors
Michigan
$954K -$19.1K -385 -2%
ST
1292
Spinnaker Trust
Maine
$949K +$135K +2,725 +17%
BFPW
1293
BOK Financial Private Wealth
Colorado
$947K
BAM
1294
Berkshire Asset Management
Pennsylvania
$945K +$18.7K +377 +2%
PL
1295
Parthenon LLC
Kentucky
$941K +$38.9K +782 +4%
PI
1296
Pettee Investors
Connecticut
$939K -$98.5K -1,982 -10%
KIA
1297
Kopp Investment Advisors
Minnesota
$936K +$2.98K +60 +0.3%
CAM
1298
Cubic Asset Management
Massachusetts
$935K -$14.3K -287 -2%
MWM
1299
Modera Wealth Management
New Jersey
$928K +$53.3K +1,072 +6%
IIC
1300
Ironwood Investment Counsel
Arizona
$924K +$17.6K +355 +2%

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.