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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
TCM
1451
Texan Capital Management
Texas
$471K +$468K +9,424 New
FA
1452
FCG Advisors
New Jersey
$465K -$140K -2,817 -22%
MCM
1453
McRae Capital Management
New Jersey
$465K
FHC
1454
First Houston Capital
Texas
$465K +$19.9K +400 +4%
PIM
1455
Platinum Investment Management
Australia
$464K
FIG
1456
Fusion Investment Group
Pennsylvania
$462K -$5.96K -120 -1%
WCM
1457
Windsor Capital Management
Arizona
$458K +$87.3K +1,757 +24%
CFG
1458
CKW Financial Group
Hawaii
$457K
Rafferty Asset Management
1459
Rafferty Asset Management
New York
$456K +$175K +3,511 +63%
Dodge & Cox
1460
Dodge & Cox
California
$455K -$108K -2,166 -19%
ANTB
1461
AMG National Trust Bank
Colorado
$454K -$45.4K -913 -9%
SCM
1462
Stonebridge Capital Management
California
$453K +$4.97K +100 +1%
PCM
1463
Perkins Capital Management
Minnesota
$450K +$119K +2,400 +36%
NAM
1464
North American Management
Massachusetts
$448K -$54.5K -1,097 -11%
WIL
1465
Winifred I. Li
$444K -$95.2K -1,916 -18%
CAM
1466
CG Asset Management
New York
$442K
FNT
1467
First Nebraska Trust
Nebraska
$440K +$52.4K +1,054 +14%
WCM
1468
Weik Capital Management
Pennsylvania
$439K +$35.9K +723 +9%
WCA
1469
Westover Capital Advisors
Delaware
$439K +$41.2K +828 +10%
CL
1470
Croft-Leominster
Maryland
$435K +$19.7K +396 +5%
AIS
1471
AlphaOne Investment Services
Pennsylvania
$435K +$58.2K +1,170 +16%
PCMK
1472
Paragon Capital Management (Kansas)
Kansas
$434K +$8.4K +169 +2%
JCM
1473
Janney Capital Management
Pennsylvania
$431K +$19.6K +395 +5%
SL
1474
Summitry LLC
California
$430K +$93.8K +1,888 +28%
Verition Fund Management
1475
Verition Fund Management
Connecticut
$430K +$428K +8,611 New

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.