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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
ABTD
1601
Arvest Bank Trust Division
Oklahoma
$238K +$237K +4,769 New
NGA
1602
Naples Global Advisors
Florida
$237K -$31.8K -640 -12%
FA
1603
Financial Advantage
Maryland
$237K
LJHT
1604
Laurie J. Hall Trustee
$236K
BRWM
1605
B. Riley Wealth Management
Tennessee
$234K +$20.3K +408 +10%
DWM
1606
Destination Wealth Management
California
$232K -$200K -4,022 -46%
SMM
1607
Stadion Money Management
Georgia
$232K +$231K +4,642 New
GIP
1608
Greatmark Investment Partners
Georgia
$231K +$14.9K +300 +7%
NCMG
1609
NCM Capital Management Group
North Carolina
$230K +$49.7K +1,000 +28%
BC
1610
Banced Corp
Illinois
$228K +$8.5K +171 +4%
BBPWM
1611
Blue Bell Private Wealth Management
Pennsylvania
$225K
PCMI
1612
Paradigm Capital Management Inc
New York
$225K
USGIU
1613
U.S. Global Investors (USGI)
Texas
$225K
CL
1614
CFS LLC
Oklahoma
$225K +$137K +2,755 +157%
AL
1615
Aspiriant LLC
California
$225K +$224K +4,506 New
WKA
1616
Wilson Kemp & Associates
Michigan
$224K -$401K -8,063 -64%
LIM
1617
Lathrop Investment Management
Arkansas
$224K -$41.5K -835 -16%
CCM
1618
Cohen Capital Management
California
$223K
MIP
1619
Marietta Investment Partners
Wisconsin
$221K
ZAM
1620
Zevin Asset Management
Massachusetts
$219K +$1.74K +35 +0.8%
NCM
1621
Noesis Capital Mangement
Florida
$219K +$218K +4,388 New
CAL
1622
Capital Advisors Ltd
Ohio
$218K -$50 -1 -0%
LOCC
1623
Lombard Odier & Cie (Canada)
Quebec, Canada
$218K +$24.4K +490 +13%
LCM
1624
LVM Capital Management
Michigan
$216K -$23.6K -475 -10%
LIA
1625
LBMC Investment Advisors
Tennessee
$215K +$214K +4,299 New

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.