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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
FTI
1351
Fiduciary Trust International
Massachusetts
$726K +$1.94K +39 +0.3%
SCP
1352
Sandhill Capital Partners
New York
$726K +$72.8K +1,465 +11%
SC
1353
Saiers Capital
New York
$725K -$6.93M -139,357 -91%
BSW
1354
Buckingham Strategic Wealth
Missouri
$721K +$31.9K +642 +5%
ADBIC
1355
A.D. Beadell Investment Counsel
Wisconsin
$710K
SIM
1356
SSI Investment Management
California
$706K +$81K +1,630 +13%
BJL
1357
Brighton Jones LLC
Washington
$704K +$137K +2,764 +24%
MC
1358
Mathes Company
New York
$702K -$19.9K -400 -3%
PAWC
1359
P.A.W. Capital
Connecticut
$700K
CL
1360
CPWM LLC
Washington
$700K +$31.4K +632 +5%
1GA
1361
1st Global Advisors
Texas
$700K +$35.7K +719 +5%
MHS
1362
M Holdings Securities
Oregon
$697K +$174K +3,506 +35%
SPC
1363
Stewart & Patten Company
California
$694K -$41.7K -839 -6%
BWM
1364
Baystate Wealth Management
Massachusetts
$692K -$944 -19 -0.1%
HJGA
1365
Hardman Johnston Global Advisors
Connecticut
$691K -$68.7K -1,383 -9%
HC
1366
Highmount Capital
New York
$691K -$29.3K -589 -4%
JIP
1367
Jaffetilchin Investment Partners
Florida
$687K +$430K +8,642 +170%
RHDIC
1368
R.H. Dinel Investment Counsel
California
$686K
ACH
1369
ArrowMark Colorado Holdings
Colorado
$685K
BCM
1370
BTR Capital Management
California
$684K +$9.94K +200 +1%
CASB
1371
Cape Ann Savings Bank
Massachusetts
$682K -$127K -2,550 -16%
ST
1372
Sabal Trust
Florida
$678K +$103K +2,077 +18%
NAM
1373
Needelman Asset Management
California
$676K -$9.94K -200 -1%
PC
1374
Pecaut & Co
Iowa
$675K -$14.9K -300 -2%
DAM
1375
Deltec Asset Management
New York
$675K +$671K +13,500 New

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.