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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
ECM
1301
EagleClaw Capital Management
Massachusetts
$885K +$879K +18,586 New
WA
1302
WBH Advisory
Maryland
$882K -$21.5K -455 -2%
HR
1303
Howe & Rusling
New York
$875K +$538K +11,378 +162%
OAM
1304
Occidental Asset Management
California
$872K +$867K +18,333 New
TPCM
1305
Three Peaks Capital Management
Colorado
$863K -$566K -11,962 -40%
TCM
1306
Telos Capital Management
California
$862K +$303K +6,414 +55%
BAM
1307
Berkshire Asset Management
Pennsylvania
$858K +$50.6K +1,070 +6%
PIA
1308
Peachtree Investment Advisors
Georgia
$852K +$74.4K +1,574 +10%
YMRC
1309
Yorktown Management & Research Company
Virginia
$851K +$845K +17,874 New
BFPW
1310
BOK Financial Private Wealth
Colorado
$844K -$4.11K -87 -0.5%
DAS
1311
Dynamic Advisor Solutions
Arizona
$840K -$125K -2,638 -13%
MC
1312
Mathes Company
New York
$839K +$39.2K +828 +5%
IIM
1313
Ipswich Investment Management
Massachusetts
$836K -$181K -3,820 -18%
FIM
1314
Fruth Investment Management
Texas
$827K -$23.6K -500 -3%
KLWA
1315
Kelly Lawrence W & Associates
California
$827K +$437K +9,235 +113%
MWM
1316
Modera Wealth Management
New Jersey
$826K +$267K +5,648 +48%
Connor, Clark & Lunn Investment Management (CC&L)
1317
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$825K -$2.81M -59,516 -79%
WCF
1318
West Coast Financial
California
$825K +$56K +1,185 +7%
MFBTD
1319
MB Financial Bank - Trust Department
Illinois
$824K +$114K +2,412 +16%
SCM
1320
SOL Capital Management
Maryland
$821K +$21.8K +462 +3%
CG
1321
Colony Group
Massachusetts
$816K +$166K +3,509 +26%
SCM
1322
Southport Capital Management
Tennessee
$809K +$30.1K +637 +4%
MVA
1323
Mount Vernon Associates
Maryland
$808K
FWM
1324
Focused Wealth Management
New York
$806K +$9.08K +192 +1%
HA
1325
Hamel Associates
New Jersey
$801K +$18.9K +400 +2%