We are live on ! Find out more

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
Rafferty Asset Management
1601
Rafferty Asset Management
New York
$266K +$264K +5,590 New
SCM
1602
Summit Capital Management
Washington
$264K +$263K +5,554 New
PPCM
1603
Pillar Pacific Capital Management
California
$260K -$2.37K -50 -0.9%
CK
1604
Carnick & Kubik
Colorado
$259K +$232K +4,903 +890%
EAM
1605
Evanson Asset Management
California
$258K -$30.8K -651 -11%
VWM
1606
Vector Wealth Management
Minnesota
$257K -$73.9K -1,562 -22%
RWM
1607
RKL Wealth Management
Pennsylvania
$256K +$255K +5,389 New
AW
1608
Alpha Windward
Massachusetts
$255K -$1.32K -28 -0.5%
IMS
1609
Index Management Solutions
Pennsylvania
$255K +$138K +2,924 +120%
NFC
1610
Northeast Financial Consultants
Connecticut
$254K +$49.7K +1,052 +24%
FPCP
1611
Fort Point Capital Partners
California
$254K +$252K +5,338 New
ACM
1612
Alpha Capital Management
Texas
$254K +$253K +5,341 New
WFG
1613
Windsor Financial Group
Minnesota
$253K
LIM
1614
Lathrop Investment Management
Arkansas
$253K +$10.9K +231 +5%
LCM
1615
LVM Capital Management
Michigan
$253K +$251K +5,317 New
HCM
1616
Highlander Capital Management
New Jersey
$252K +$113K +2,387 +82%
JGUA
1617
John G. Ullman & Associates
New York
$252K -$6.48K -137 -3%
CC
1618
Colrain Capital
Massachusetts
$250K -$626K -13,237 -72%
MC
1619
MSF Capital
New York
$248K +$47 +1 +0%
AAS
1620
Annex Advisory Services
Wisconsin
$248K +$30K +635 +14%
ACMI
1621
Amida Capital Management II
New York
$247K +$246K +5,200 New
BRWM
1622
B. Riley Wealth Management
Tennessee
$246K +$245K +5,172 New
CW
1623
Cobiz Wealth
Colorado
$245K +$244K +5,157 New
SNBOSCI
1624
Security National Bank of Sioux City Iowa
Iowa
$244K +$18.9K +399 +8%
PIM
1625
Parasol Investment Management
Illinois
$244K +$199K +4,199 +452%