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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
CCG
1526
Chatham Capital Group
Georgia
$369K +$34.3K +726 +10%
BIC
1527
Beach Investment Counsel
Pennsylvania
$369K +$367K +7,759 New
FGA
1528
Flood Gamble Associates
New York
$367K +$78.5K +1,661 +27%
JPMIA
1529
J.P. Marvel Investment Advisors
Massachusetts
$366K
MPIA
1530
Mountain Pacific Investment Advisers
Idaho
$364K +$2.79K +59 +0.8%
MHS
1531
M Holdings Securities
Oregon
$364K +$89.9K +1,900 +33%
WCM
1532
Windsor Capital Management
Arizona
$363K -$36.2K -766 -9%
HA
1533
Halsey Associates
Connecticut
$362K +$32.6K +689 +10%
SC
1534
Saybrook Capital
North Carolina
$361K +$31.1K +657 +9%
BC
1535
Brookfield Corp
Ontario, Canada
$357K
PGA
1536
Portland Global Advisors
Maine
$357K +$355K +7,513 New
W
1537
Wealthfront
California
$354K +$350K +7,406 New
RIG
1538
Renaissance Investment Group
Massachusetts
$353K -$41.6K -880 -11%
FNBOH
1539
First National Bank of Hutchinson
Kansas
$353K +$29K +614 +9%
BA
1540
Bridgewater Advisors
New York
$350K +$62.1K +1,313 +22%
DIA
1541
Davidson Investment Advisors
Montana
$349K +$23.6K +500 +7%
LBC
1542
Lawrence B. Cohen
$349K +$128K +2,702 +58%
KS
1543
Karpas Strategies
Connecticut
$344K +$24.4K +516 +8%
WP
1544
WMS Partners
Maryland
$340K +$72.2K +1,527 +27%
MSU
1545
Maple Securities USA
New Jersey
$339K +$44.9K +949 +15%
DMC
1546
Drexel Morgan & Co
Pennsylvania
$338K +$2.93K +62 +0.9%
WCM
1547
Weik Capital Management
Pennsylvania
$336K -$15K -318 -4%
SAM
1548
Summit Asset Management
Tennessee
$334K +$284 +6 +0.1%
CAM
1549
Chesapeake Asset Management
New York
$334K +$21.3K +450 +7%
BRM
1550
Boston Research & Management
Massachusetts
$330K +$135K +2,852 +70%