1,738 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
Holders
1,738
Holders Change
+196
Holders Change %
+12.71%
% 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
Shares
Change %
WA
1301
WBH Advisory
Maryland
$882K -$21.6K -455 -2%
HR
1302
Howe & Rusling
New York
$875K +$541K +11,378 +162%
OAM
1303
Occidental Asset Management
California
$872K +$872K +18,333 New
TPCM
1304
Three Peaks Capital Management
Colorado
$863K -$569K -11,962 -40%
TCM
1305
Telos Capital Management
California
$862K +$305K +6,414 +55%
BAM
1306
Berkshire Asset Management
Pennsylvania
$858K +$50.9K +1,070 +6%
PIA
1307
Peachtree Investment Advisors
Georgia
$852K +$74.9K +1,574 +10%
YMRC
1308
Yorktown Management & Research Company
Virginia
$851K +$851K +17,874 New
BFPW
1309
BOK Financial Private Wealth
Colorado
$844K -$4.14K -87 -0.5%
DAS
1310
Dynamic Advisor Solutions
Arizona
$840K -$125K -2,638 -13%
MC
1311
Mathes Company
New York
$839K +$39.4K +828 +5%
IIM
1312
Ipswich Investment Management
Massachusetts
$836K -$182K -3,820 -18%
FIM
1313
Fruth Investment Management
Texas
$827K -$24K -500 -3%
KLWA
1314
Kelly Lawrence W & Associates
California
$827K +$439K +9,235 +113%
MWM
1315
Modera Wealth Management
New Jersey
$826K +$269K +5,648 +48%
Connor, Clark & Lunn Investment Management (CC&L)
1316
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$825K -$3.12M -59,516 -79%
WCF
1317
West Coast Financial
California
$825K +$56.4K +1,185 +7%
MFBTD
1318
MB Financial Bank - Trust Department
Illinois
$824K +$115K +2,412 +16%
SCM
1319
SOL Capital Management
Maryland
$821K +$22K +462 +3%
CG
1320
Colony Group
Massachusetts
$816K +$167K +3,509 +26%
SCM
1321
Southport Capital Management
Tennessee
$809K +$30.3K +637 +4%
MVA
1322
Mount Vernon Associates
Maryland
$808K
FWM
1323
Focused Wealth Management
New York
$806K +$9.13K +192 +1%
HA
1324
Hamel Associates
New Jersey
$801K +$19K +400 +2%
DIA
1325
Denver Investment Advisors
Colorado
$796K -$541K -11,370 -40%