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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
GSC
1526
Ground Swell Capital
South Carolina
$347K +$115K +2,314 +50%
MHIC
1527
Marble Harbor Investment Counsel
Massachusetts
$342K -$22.1K -445 -6%
SGC
1528
South Georgia Capital
Illinois
$340K -$2.78M -56,000 -89%
ACM
1529
Ashford Capital Management
Delaware
$338K
SG
1530
Somerset Group
Minnesota
$335K
HCMNY
1531
Howard Capital Management (New York)
New York
$335K +$3.58K +72 +1%
FGA
1532
Flood Gamble Associates
New York
$334K -$13.3K -268 -4%
SNBOSD
1533
Security National Bank of So Dak
Iowa
$333K -$6.71K -135 -2%
IC
1534
InterOcean Capital
Illinois
$329K +$69K +1,389 +27%
SI
1535
Scout Investments
Missouri
$325K -$17.2K -347 -5%
KA
1536
Kovack Advisors
Florida
$325K +$15.8K +318 +5%
HIM
1537
Hanlon Investment Management
New Jersey
$322K +$320K +6,447 New
CA
1538
Capital Advantage
California
$321K +$99 +2 +0%
DDPIC
1539
Deroy & Devereaux Private Investment Counsel
Michigan
$317K -$183K -3,682 -37%
SMC
1540
Smith, Moore & Co
Missouri
$316K +$101K +2,035 +48%
OAM
1541
Oberweis Asset Management
Illinois
$315K +$398 +8 +0.1%
VFP
1542
Verus Financial Partners
Virginia
$309K +$447 +9 +0.1%
RMSCM
1543
R.M. Sincerbeaux Capital Management
New York
$307K
AMM
1544
American Money Management
California
$307K -$13.7K -276 -4%
BRA
1545
Bender Robert & Associates
California
$305K -$6.01K -121 -2%
TSBJ
1546
Trevor, Stewart, Burton & Jacobsen
New York
$305K
MCWS
1547
McKinley Carter Wealth Services
West Virginia
$303K +$2.68K +54 +0.9%
OCM
1548
One Capital Management
California
$294K -$12K -241 -4%
MSU
1549
Maple Securities USA
New Jersey
$294K +$75.7K +1,522 +35%
AW
1550
Alpha Windward
Massachusetts
$293K -$4.22K -85 -1%

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.