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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
AWS
1326
Aris Wealth Services
Pennsylvania
$828K +$64.9K +1,305 +9%
WRM
1327
Westport Resources Management
Connecticut
$818K -$5.87K -118 -0.7%
MBT
1328
Montecito Bank & Trust
California
$817K +$110K +2,209 +16%
WA
1329
WESPAC Advisors
California
$815K +$359K +7,228 +80%
FWM
1330
Focused Wealth Management
New York
$804K -$53.4K -1,074 -6%
TAM
1331
Todd Asset Management
Kentucky
$795K +$791K +15,913 New
JPMIA
1332
J.P. Marvel Investment Advisors
Massachusetts
$791K
WC
1333
Whitnell & Co
Illinois
$791K +$5.22K +105 +0.7%
GT
1334
Greenleaf Trust
Michigan
$781K -$104K -2,096 -12%
BCM
1335
Birmingham Capital Management
Alabama
$781K +$19.9K +400 +3%
LNC
1336
Lincoln National Corp
Pennsylvania
$775K +$57.4K +1,154 +8%
HCM
1337
Hengehold Capital Management
Ohio
$772K -$187K -3,769 -20%
FHC
1338
First Heartland Consultants
Missouri
$771K -$26.7K -537 -3%
MAA
1339
Mraz Amerine & Associates
California
$767K +$50 +1 +0%
ST
1340
Somerset Trust
Pennsylvania
$759K -$5.96K -120 -0.8%
SCM
1341
SOL Capital Management
Maryland
$756K -$90.3K -1,816 -11%
SAS
1342
Spectrum Advisory Services
Georgia
$755K -$45.7K -920 -6%
FBP
1343
Flippin Bruce & Porter
Virginia
$751K
TCMG
1344
TSP Capital Management Group
New Jersey
$747K -$750K -15,083 Closed
PIM
1345
Parasol Investment Management
Illinois
$743K +$107K +2,143 +17%
TCM
1346
Telos Capital Management
California
$742K -$81K -1,629 -10%
SAMC
1347
Shinko Asset Management Company
Japan
$741K -$80K -1,609 -10%
HT
1348
HighTower Trust
Texas
$741K +$430K +8,660 +141%
WCBA
1349
Weaver C. Barksdale & Associates
Tennessee
$738K
CAG
1350
Crestwood Advisors Group
Massachusetts
$738K +$154K +3,097 +27%

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.