We are live on ! Find out more

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
MC
1576
MSF Capital
New York
$261K -$50 -1 -0%
BRM
1577
Boston Research & Management
Massachusetts
$259K -$30.8K -620 -11%
AT
1578
Acadia Trust
Maine
$255K -$1.74K -35 -0.7%
EAMA
1579
EFG Asset Management (Americas)
Florida
$255K +$32.6K +655 +15%
PAS
1580
Partnervest Advisory Services
California
$255K +$87K +1,751 +52%
PL
1581
Parkwood LLC
Ohio
$255K +$253K +5,093 New
PVH
1582
Psagot Value Holdings
Israel
$252K -$50 -1 -0%
BCM
1583
Boyle Capital Management
Iowa
$252K +$2.58K +52 +1%
CB
1584
Cooke & Bieler
Pennsylvania
$250K -$19.6K -394 -7%
NPPM
1585
North Point Portfolio Managers
Ohio
$250K
FNYS
1586
First New York Securities
New York
$250K +$249K +5,000 New
FAM
1587
Formidable Asset Management
Ohio
$249K +$7.36K +148 +3%
TCM
1588
Tradewinds Capital Management
Washington
$248K -$66.1K -1,329 -21%
CCM
1589
Coldstream Capital Management
Washington
$247K -$2.63K -53 -1%
HM
1590
Harvest Management
New York
$247K
AGM
1591
Alpine Global Management
New York
$246K +$245K +4,926 New
SCP
1592
Syntal Capital Partners
Texas
$244K +$42.1K +846 +21%
HP
1593
HT Partners
Connecticut
$243K
CS
1594
Credential Securities
$243K +$169K +3,396 +229%
WAM
1595
Winslow Asset Management
Ohio
$242K
DDC
1596
DF Dent & Co
Maryland
$241K -$34.8K -700 -13%
WFG
1597
Windsor Financial Group
Minnesota
$241K -$30.6K -616 -11%
MMM
1598
Mendel Money Management
Illinois
$240K +$239K +4,802 New
BCA
1599
Benchmark Capital Advisors
New York
$239K +$238K +4,779 New
MFW
1600
Meristem Family Wealth
Minnesota
$238K +$7.71K +155 +3%

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.