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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
TIA
1376
Tiemann Investment Advisors
California
$668K -$9.84K -198 -1%
BIM
1377
Baldwin Investment Management
Pennsylvania
$657K
LIM
1378
Loudon Investment Management
New Hampshire
$652K +$649K +13,050 New
HCP
1379
Holt Capital Partners
Texas
$644K +$573K +11,531 +854%
GA
1380
GFS Advisors
Texas
$642K +$994 +20 +0.2%
PLFAM
1381
Pineno Levin & Ford Asset Management
Virginia
$638K
SWA
1382
SFMG Wealth Advisors
Texas
$638K +$134K +2,703 +27%
VNA
1383
VNBTrust National Association
Virginia
$637K +$27.3K +550 +5%
UBWV
1384
United Bank (West Virginia)
West Virginia
$636K +$62.1K +1,250 +11%
BAM
1385
Boyar Asset Management
New York
$630K
DAM
1386
Doheny Asset Management
California
$623K
FFA
1387
First Foundation Advisors
California
$623K +$225K +4,529 +57%
DBIA
1388
Dumont & Blake Investment Advisors
New Jersey
$621K -$86K -1,730 -12%
IAA
1389
Ironsides Asset Advisors
North Carolina
$617K -$12.1K -244 -2%
PAG
1390
Pinnacle Advisory Group
Maryland
$617K +$14K +281 +2%
SIC
1391
Salem Investment Counselors
North Carolina
$616K
AWM
1392
Altavista Wealth Management
North Carolina
$615K -$13.3K -268 -2%
LPC
1393
Loeb Partners Corp
New York
$608K -$55.4K -1,115 -8%
NC
1394
NewSquare Capital
Pennsylvania
$607K +$69.4K +1,397 +13%
HTHT
1395
Hemenway Trust Hemenway Trust
New Hampshire
$606K -$35.8K -721 -6%
EWM
1396
Evermay Wealth Management
Virginia
$606K +$21.9K +441 +4%
TRIM
1397
Thompson Rubinstein Investment Management
Oregon
$602K +$210K +4,220 +54%
PAM
1398
Premier Asset Management
Illinois
$600K +$194K +3,910 +48%
SFM
1399
Signature Financial Management
Virginia
$590K +$154K +3,090 +36%
FBC
1400
Fairfield, Bush & Co
Connecticut
$589K -$7.46K -150 -1%

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.