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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
LSA
1476
L & S Advisors
California
$427K +$80.2K +1,613 +23%
HCM
1477
Harvest Capital Management
New Hampshire
$425K
HCC
1478
Hirtle Callaghan & Co
Pennsylvania
$425K
LWM
1479
Lyons Wealth Management
Florida
$421K -$235K -4,733 -36%
RC
1480
Reik & Co
New York
$418K -$185K -3,716 -31%
LI
1481
Lafayette Investments
Maryland
$416K +$10.3K +207 +3%
GAM
1482
Garrison Asset Management
Arkansas
$413K +$9.99K +201 +2%
PL
1483
Plancorp LLC
Missouri
$411K +$410K +8,243 New
NYLIM
1484
New York Life Investment Management
New York
$410K
DJSG
1485
D.J. St. Germain
Massachusetts
$409K
VNB
1486
Valley National Bancorp
New York
$407K -$17.4K -350 -4%
CD
1487
Carl Domino
Florida
$406K -$2.24K -45 -0.6%
BOS
1488
Bingham Osborn & Scarborough
California
$406K +$177K +3,570 +79%
BAM
1489
Brave Asset Management
New Jersey
$405K
SC
1490
Saybrook Capital
North Carolina
$402K +$22.2K +447 +6%
ALA
1491
Atherton Lane Advisers
California
$395K -$99.7K -2,005 -20%
TRCT
1492
Tower Research Capital (TRC)
New York
$395K +$393K +7,900 New
KB
1493
Kimelman & Baird
New York
$392K
NYLT
1494
New York Life Trust
New York
$392K +$4.13K +83 +1%
AII
1495
AGF Investments Inc
Ontario, Canada
$391K
CFN
1496
Cordasco Financial Network
Florida
$387K -$2.48K -50 -0.6%
LD
1497
Lipe & Dalton
New York
$386K -$18.4K -371 -5%
RCA
1498
Rex Capital Advisors
Rhode Island
$385K
SAM
1499
Summit Asset Management
Tennessee
$384K +$38.1K +766 +11%
ACP
1500
Aviance Capital Partners
Florida
$384K +$44.5K +896 +13%

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.