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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
HHGA
1426
Halbert Hargrove Global Advisors
California
$518K +$11.8K +237 +2%
GI
1427
Glovista Investments
New Jersey
$515K +$32.3K +650 +7%
ZCI
1428
Zevenbergen Capital Investments
Washington
$514K +$9.94K +200 +2%
PWM
1429
ParenteBeard Wealth Management
Pennsylvania
$514K +$133K +2,667 +35%
HCM
1430
Hilton Capital Management
New York
$513K -$10.4K -210 -2%
CFA
1431
Carroll Financial Associates
North Carolina
$511K -$105K -2,109 -17%
BCM
1432
Beck Capital Management
Texas
$510K -$69.5K -1,399 -12%
SAA
1433
Southeast Asset Advisors
Georgia
$507K -$2.39K -48 -0.5%
NFG
1434
Nadler Financial Group
Illinois
$507K +$8.45K +170 +2%
BFC
1435
Blue Fin Capital
Rhode Island
$502K -$9.94K -200 -2%
AIM
1436
ADAR Investment Management
New Jersey
$500K
CIM
1437
Calvert Investment Management
Maryland
$500K +$59.6K +1,200 +14%
JWA
1438
JFS Wealth Advisors
Pennsylvania
$497K -$80.5K -1,619 -14%
FFA
1439
Fragasso Financial Advisors
Pennsylvania
$496K +$111K +2,235 +29%
WA
1440
Waverly Advisors
Alabama
$495K +$596 +12 +0.1%
CFA
1441
Capstone Financial Advisors
Illinois
$490K +$1.14K +23 +0.2%
LWCFA
1442
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$485K -$17.1K -344 -3%
CMANY
1443
Capital Management Associates (New York)
New York
$483K +$1.24K +25 +0.3%
PBT
1444
Pictet Bank & Trust
Bahamas
$482K +$39.8K +800 +9%
IMOV
1445
Investment Management of Virginia
Virginia
$480K +$3.13K +63 +0.7%
TAM
1446
Thornmark Asset Management
Ontario, Canada
$475K
ARMC
1447
American Research & Management Company
Massachusetts
$474K -$1.29K -26 -0.3%
FAT
1448
First American Trust
California
$474K +$64.8K +1,304 +16%
GIA
1449
Granite Investment Advisors
New Hampshire
$473K
S
1450
SignatureFD
Georgia
$472K -$16.9K -341 -3%

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.