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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
ZTNA
1401
Zions Trust National Association
Utah
$584K
TCB
1402
Texas Capital Bancshares
Texas
$583K +$9.44K +190 +2%
AIC
1403
Atlantic Investment Company
Georgia
$581K -$579K -11,640 Closed
BP
1404
Ballentine Partners
Massachusetts
$581K +$26.3K +530 +5%
NMIFOAC
1405
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$580K
HEIP
1406
Hudson Edge Investment Partners
New Jersey
$580K +$42.5K +855 +8%
MA
1407
MCF Advisors
Kentucky
$579K +$14.2K +285 +2%
SGK
1408
Steigerwald Gordon & Koch
Virginia
$577K -$7.36K -148 -1%
CCG
1409
Chatham Capital Group
Georgia
$570K +$144K +2,901 +34%
DAC
1410
Dividend Assets Capital
South Carolina
$564K +$9K +181 +2%
HF
1411
Hoxton Financial
West Virginia
$557K +$23.4K +471 +4%
PAA
1412
Peregrine Asset Advisers
Oregon
$555K +$199 +4 +0%
Fayez Sarofim & Co
1413
Fayez Sarofim & Co
Texas
$550K +$41.4K +832 +8%
Kayne Anderson Rudnick Investment Management
1414
Kayne Anderson Rudnick Investment Management
California
$547K +$191K +3,844 +54%
HR
1415
Howe & Rusling
New York
$542K -$41.8K -840 -7%
YP
1416
Yellowstone Partners
Idaho
$541K +$185K +3,715 +52%
PHS
1417
Pekin Hardy Strauss
Illinois
$539K -$29.8K -600 -5%
EML
1418
Eos Management LP
New York
$537K
NEIRG
1419
New England Investment & Retirement Group
Massachusetts
$533K
SHGA
1420
Sand Hill Global Advisors
California
$532K +$116K +2,326 +28%
WBG
1421
Wharton Business Group
Pennsylvania
$528K +$229K +4,615 +78%
VF
1422
Virtu Financial
New York
$528K +$525K +10,567 New
PRA
1423
Parametric Risk Advisors
Connecticut
$525K +$24.9K +500 +5%
IFS
1424
Ifrah Financial Services
Arkansas
$522K -$596 -12 -0.1%
CFA
1425
Cahill Financial Advisors
Minnesota
$519K -$50 -1 -0%

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.