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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
CCM
1501
Condor Capital Management
New Jersey
$380K -$13K -262 -3%
MPIA
1502
Mountain Pacific Investment Advisers
Idaho
$380K
TAM
1503
Trillium Asset Management
Massachusetts
$379K -$155K -3,116 -29%
MIM
1504
Midwest Investment Management
Ohio
$379K +$9.89K +199 +3%
HFS
1505
Haverford Financial Services
Pennsylvania
$379K +$376K +7,572 New
BOK
1506
Bank of Kentucky
Kentucky
$377K -$5.52K -111 -1%
BC
1507
Brookfield Corp
Ontario, Canada
$375K
ACM
1508
Ativo Capital Management
Illinois
$367K +$365K +7,337 New
KFA
1509
Kelleher Financial Advisors
New York
$365K -$53.5K -1,077 -13%
PFA
1510
Paradigm Financial Advisors
Missouri
$364K +$20.1K +404 +6%
GAM
1511
Gemmer Asset Management
California
$364K +$47.3K +951 +15%
Manulife (Manufacturers Life Insurance)
1512
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$364K -$53.7M -1,081,121 -13%
TC
1513
Telemus Capital
Michigan
$363K -$1.84K -37 -0.5%
KS
1514
Karpas Strategies
Connecticut
$361K
HA
1515
Halsey Associates
Connecticut
$359K -$19.6K -395 -5%
LBC
1516
Lawrence B. Cohen
$356K -$45.7K -920 -11%
DMC
1517
Drexel Morgan & Co
Pennsylvania
$355K
RCG
1518
Ruane, Cunniff & Goldfarb
New York
$355K +$8.4K +169 +2%
MIAN
1519
Mariner Independent Advisor Network
Kansas
$354K +$80.9K +1,628 +30%
DVM
1520
Dreman Value Management
Florida
$353K +$34K +685 +11%
TCM
1521
Tradition Capital Management
New Jersey
$351K -$93K -1,871 -21%
CAM
1522
Chesapeake Asset Management
New York
$351K
AWA
1523
Arete Wealth Advisors
Illinois
$350K +$36.7K +739 +12%
CCA
1524
Catalyst Capital Advisors
New York
$350K +$348K +7,000 New
MIS
1525
Morningstar Investment Services
Illinois
$347K +$78.2K +1,574 +29%

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.