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Verizon
VZ

1,545 hedge funds and large institutions have $82B invested in Verizon in 2013 Q4 according to their latest regulatory filings, with 190 funds opening new positions, 618 increasing their positions, 580 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more first-time investments, than exits

New positions opened: 190 | Existing positions closed: 60

8% more funds holding

Funds holding: 1,436 → 1,545 (+109)

7% more capital invested

Capital invested by funds: $76.6B → $82B (+$5.43B)

7% more funds holding in top 10

Funds holding in top 10: 92 → 98 (+6)

7% more repeat investments, than reductions

Existing positions increased: 618 | Existing positions reduced: 580

0.88% more ownership

Funds ownership: 57.26% → 58.14% (+0.88%)

10% less call options, than puts

Call options by funds: $1.08B | Put options by funds: $1.2B

Holders
1,545
Holders Change
+109
Holders Change %
+7.59%
% of All Funds
44.82%
Holding in Top 10
98
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+6.52%
% of All Funds
2.84%
New
190
Increased
618
Reduced
580
Closed
60
Calls
$1.08B
Puts
$1.2B
Net Calls
-$126M
Net Calls Change
-$298M

Top Buyers

Rank Fund Capital Flow
1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$433M
2
JP Morgan Chase
JP Morgan Chase
New York
+$275M
3
BA
BlackRock Advisors
Delaware
+$230M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$221M
5
Capital International Investors
Capital International Investors
California
+$186M

Top Sellers

Rank Fund Capital Flow
1
Capital Research Global Investors
Capital Research Global Investors
California
-$285M
2
Norges Bank
Norges Bank
Norway
-$169M
3
LCG
Luxor Capital Group
New York
-$150M
4
PI
PGGM Investments
Netherlands
-$128M
5
BFA
BlackRock Fund Advisors
California
-$119M
Name Holding Trade Value Shares
Change 		Change in
Stake
CS
1451
Comerica Securities
Michigan
$207K -$2.95K -60 -1%
CCM
1452
Carderock Capital Management
Maryland
$207K +$207K +4,213 New
PP
1453
Paloma Partners
Connecticut
$206K -$314K -6,388 -60%
NYLIM
1454
New York Life Investment Management
New York
$206K – – –
DT
1455
Diversified Trust
Tennessee
$206K +$206K +4,191 New
FRM
1456
Foundation Resource Management
Arkansas
$206K +$206K +4,193 New
DWM
1457
Destination Wealth Management
California
$206K +$206K +4,197 New
AC
1458
Addison Capital
Pennsylvania
$206K +$206K +4,198 New
MKC
1459
M. Kraus & Co
Vermont
$206K +$207K +4,201 New
BHTS
1460
Bar Harbor Trust Services
Maine
$205K +$205K +4,165 New
BHC
1461
Bowen Hanes & Co
Florida
$205K +$205K +4,175 New
BBPWM
1462
Blue Bell Private Wealth Management
Pennsylvania
$204K +$205K +4,161 New
FAM
1463
Formidable Asset Management
Ohio
$203K – – –
GA
1464
Gateway Advisory
New Jersey
$202K +$202K +4,101 New
BRM
1465
Boston Research & Management
Massachusetts
$201K -$75.5K -1,535 -27%
BCM
1466
Brown Capital Management
Maryland
$201K +$201K +4,086 New
ACM
1467
Antonetti Capital Management
Florida
$192K -$344K -7,000 -64%
PL
1468
Parkwood LLC
Ohio
$188K +$188K +3,821 New
PRA
1469
Parametric Risk Advisors
Connecticut
$185K -$194K -3,953 -51%
MPWT
1470
MassMutual Private Wealth & Trust
Connecticut
$174K +$174K +3,537 New
RWML
1471
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$169K +$178K +3,623 New
TFO
1472
Tarbox Family Office
California
$167K +$168K +3,412 New
Manulife (Manufacturers Life Insurance)
1473
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$165K -$15.3M -310,501 -8%
IWC
1474
Integrated Wealth Counsel
California
$163K – – –
JFA
1475
JNBA Financial Advisors
Minnesota
$160K – – –
57 58
59
60 61

VZ Hedge Fund Activity: Q4 2013 in Review

1,545 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Verizon (VZ) for Q4 2013, worth a combined $82B — up 7.1% from $76.6B a quarter earlier.

Buyers outnumbered sellers: 190 funds opened new VZ positions and 60 closed out — a net gain of 130 holders — while 618 added to existing stakes and 580 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $433M. The largest seller was Capital Research Global Investors, cutting an estimated $285M.

  • 1,545 institutional investors held Verizon (VZ) as of Q4 2013, up from 1,436 in Q3 2013.
  • Funds reported $82B of Verizon stock for Q4 2013, up 7.1% quarter-over-quarter.
  • 190 funds opened new Verizon positions in Q4 2013 and 60 closed out, a net change of +130 holders.
  • The largest Verizon buyer in Q4 2013 was Massachusetts Financial Services, an estimated $433M added.
  • The largest Verizon seller in Q4 2013 was Capital Research Global Investors, an estimated $285M sold.

Based on aggregated 13F filings for Q4 2013.