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
PMFA
1376
Plante Moran Financial Advisors
Michigan
$652K -$38K -804 -6%
ACH
1377
ArrowMark Colorado Holdings
Colorado
$652K +$648K +13,700 New
BCM
1378
Birmingham Capital Management
Alabama
$651K +$9.46K +200 +1%
TIA
1379
Tiemann Investment Advisors
California
$645K +$49.9K +1,055 +8%
BCM
1380
BTR Capital Management
California
$641K +$51.9K +1,098 +9%
CAS
1381
CTC Alternative Strategies
Illinois
$633K +$629K +13,300 New
BHB
1382
Bank Hapoalim BM
Israel
$628K +$625K +13,226 New
CL
1383
CPWM LLC
Washington
$625K +$213K +4,495 +52%
BAM
1384
Boyar Asset Management
New York
$618K +$4.68K +99 +0.8%
AWM
1385
Altavista Wealth Management
North Carolina
$617K +$94.1K +1,990 +18%
WKA
1386
Wilson Kemp & Associates
Michigan
$616K -$175K -3,709 -22%
BIM
1387
Baldwin Investment Management
Pennsylvania
$610K +$286K +6,051 +89%
CWM
1388
Calamos Wealth Management
Illinois
$610K +$606K +12,820 New
UBWV
1389
United Bank (West Virginia)
West Virginia
$608K +$12.2K +257 +2%
PLFAM
1390
Pineno Levin & Ford Asset Management
Virginia
$607K +$33.3K +704 +6%
IC
1391
Inverness Counsel
New York
$607K +$52.7K +1,114 +10%
ZTNA
1392
Zions Trust National Association
Utah
$607K +$65.9K +1,393 +12%
AWCI
1393
Alpine Woods Capital Investors
New York
$607K +$308K +6,523 +105%
FA
1394
FCG Advisors
New Jersey
$603K +$131K +2,778 +28%
III
1395
Independent Investors Inc
New York
$601K +$598K +12,650 New
SCP
1396
Sandhill Capital Partners
New York
$600K +$80K +1,691 +15%
1GA
1397
1st Global Advisors
Texas
$600K +$385K +8,145 +182%
HCA
1398
Horan Capital Advisors
Ohio
$600K +$597K +12,616 New
TIA
1399
Trust Investment Advisors
Indiana
$595K +$591K +12,506 New
ACS
1400
Archford Capital Strategies
Illinois
$594K +$590K +12,482 New