We are live on ! Find out more

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
SPC
1351
Stewart & Patten Company
California
$724K +$115K +2,428 +19%
HJGA
1352
Hardman Johnston Global Advisors
Connecticut
$723K +$719K +15,201 New
KTC
1353
Kistler-Tiffany Companies
Pennsylvania
$721K +$22K +466 +3%
BDF
1354
Balasa Dinverno & Foltz
$718K +$49.7K +1,050 +7%
NPF
1355
Norris Perne & French
Michigan
$711K +$17.4K +369 +3%
CCA
1356
Checchi Capital Advisers
California
$708K +$307K +6,482 +77%
AWS
1357
Aris Wealth Services
Pennsylvania
$705K -$43.4K -918 -6%
WI
1358
Wedgewood Investors
Pennsylvania
$703K +$114K +2,406 +19%
WCBA
1359
Weaver C. Barksdale & Associates
Tennessee
$702K +$615 +13 +0.1%
Dodge & Cox
1360
Dodge & Cox
California
$698K +$434K +9,177 +167%
GC
1361
Grace Capital
Massachusetts
$696K +$122K +2,580 +21%
HTHT
1362
Hemenway Trust Hemenway Trust
New Hampshire
$691K +$93.3K +1,973 +16%
BWM
1363
Baystate Wealth Management
Massachusetts
$679K +$157K +3,327 +30%
ADBIC
1364
A.D. Beadell Investment Counsel
Wisconsin
$676K +$672K +14,220 New
QAM
1365
Quantres Asset Management
Cayman Islands
$675K +$672K +14,200 New
DBIA
1366
Dumont & Blake Investment Advisors
New Jersey
$674K +$21.2K +448 +3%
LNC
1367
Lincoln National Corp
Pennsylvania
$673K +$45.2K +956 +7%
CASB
1368
Cape Ann Savings Bank
Massachusetts
$669K -$1.84K -39 -0.3%
WA
1369
WESPAC Advisors
California
$668K -$82.2K -1,738 -11%
BSW
1370
Buckingham Strategic Wealth
Missouri
$667K +$42K +889 +7%
PAWC
1371
P.A.W. Capital
Connecticut
$666K
JWA
1372
JFS Wealth Advisors
Pennsylvania
$663K +$310K +6,551 +89%
TT
1373
Tower Trust
Indiana
$661K +$69.6K +1,472 +12%
NAM
1374
Needelman Asset Management
California
$653K -$12.4K -262 -2%
RHDIC
1375
R.H. Dinel Investment Counsel
California
$653K