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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
HHGA
1476
Halbert Hargrove Global Advisors
California
$442K +$125K +2,636 +40%
PIM
1477
Platinum Investment Management
Australia
$441K +$438K +9,256 New
NFG
1478
Nadler Financial Group
Illinois
$440K -$35K -741 -7%
SFG
1479
SNS Financial Group
Minnesota
$439K -$160K -3,386 -27%
GIA
1480
Granite Investment Advisors
New Hampshire
$438K -$7.09K -150 -2%
ARMC
1481
American Research & Management Company
Massachusetts
$438K +$1.8K +38 +0.4%
WA
1482
Waverly Advisors
Alabama
$434K -$62.5K -1,322 -13%
IRS
1483
Invictus RG (Singapore)
Singapore
$432K +$430K +9,089 New
ANBTV
1484
American National Bank & Trust (Virginia)
Virginia
$430K +$38.5K +814 +10%
SCM
1485
Stonebridge Capital Management
California
$427K +$216K +4,559 +103%
CFG
1486
CKW Financial Group
Hawaii
$426K
BP
1487
Ballentine Partners
Massachusetts
$425K +$75.1K +1,588 +22%
HIM
1488
Hillsdale Investment Management
Ontario, Canada
$423K +$305K +6,443 +263%
SHGA
1489
Sand Hill Global Advisors
California
$420K +$8.46K +179 +2%
KFA
1490
Kelleher Financial Advisors
New York
$415K +$177K +3,735 +75%
FHC
1491
First Houston Capital
Texas
$414K +$28.4K +600 +7%
DIA
1492
Dean Investment Associates
Ohio
$410K +$20.1K +426 +5%
DDC
1493
DF Dent & Co
Maryland
$409K +$157K +3,316 +63%
WCA
1494
Westover Capital Advisors
Delaware
$408K +$406K +8,587 New
CL
1495
Croft-Leominster
Maryland
$406K +$6.48K +137 +2%
HCC
1496
Hirtle Callaghan & Co
Pennsylvania
$405K -$91.6K -1,938 -19%
MAM
1497
Mastrapasqua Asset Management
Tennessee
$405K -$47.5K -1,005 -11%
VNB
1498
Valley National Bancorp
New York
$404K +$24.4K +516 +6%
SFM
1499
Signature Financial Management
Virginia
$403K +$53.6K +1,134 +15%
FIG
1500
Fusion Investment Group
Pennsylvania
$402K +$2.37K +50 +0.6%