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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
MIG
1451
Mariner Investment Group
New York
$476K -$10.1M -213,875 -96%
UMA
1452
USA Mutuals Advisors
Texas
$476K
SWA
1453
SFMG Wealth Advisors
Texas
$473K -$68.6K -1,451 -13%
LWCFA
1454
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$473K +$181K +3,827 +63%
CFA
1455
Cahill Financial Advisors
Minnesota
$471K +$1.66K +35 +0.4%
WHG
1456
Westwood Holdings Group
Texas
$471K +$469K +9,907 New
CMANY
1457
Capital Management Associates (New York)
New York
$468K +$62.1K +1,313 +15%
SAA
1458
Southeast Asset Advisors
Georgia
$468K +$134K +2,823 +40%
CCM
1459
Check Capital Management
California
$463K +$461K +9,742 New
DBT
1460
Dubuque Bank & Trust
Iowa
$458K +$206K +4,349 +82%
ALA
1461
Atherton Lane Advisers
California
$456K +$113K +2,388 +33%
IF
1462
IRON Financial
Illinois
$455K +$426 +9 +0.1%
JCM
1463
Janney Capital Management
Pennsylvania
$455K +$177K +3,743 +64%
PCMK
1464
Paragon Capital Management (Kansas)
Kansas
$454K -$21.4K -453 -5%
IMOV
1465
Investment Management of Virginia
Virginia
$454K +$426 +9 +0.1%
FCH
1466
Freestone Capital Holdings
Washington
$454K +$43.6K +921 +11%
WIC
1467
Wood Investment Counsel
Colorado
$451K -$10.1M -214,231 -96%
NERM
1468
New England Research & Management
Illinois
$450K +$126K +2,659 +39%
SAM
1469
Strategy Asset Managers
California
$449K +$447K +9,446 New
MCM
1470
McRae Capital Management
New Jersey
$447K
AP
1471
Atwood & Palmer
Missouri
$446K +$162K +3,424 +58%
LD
1472
Lipe & Dalton
New York
$446K +$163K +3,454 +60%
CCM
1473
Condor Capital Management
New Jersey
$444K +$95.1K +2,011 +27%
ANTB
1474
AMG National Trust Bank
Colorado
$442K +$2.03K +43 +0.5%
S
1475
SignatureFD
Georgia
$442K +$79K +1,670 +22%