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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
BHC
1626
Bowen Hanes & Co
Florida
$214K
FNBOH
1627
First National Bank of Hutchinson
Kansas
$212K
WCM
1628
Wealthcare Capital Management
Virginia
$211K
BPCE
1629
Bank Pictet & Cie (Europe)
Germany
$206K +$205K +4,117 New
GCP
1630
GSA Capital Partners
United Kingdom
$204K -$1.99M -40,039 -91%
SCA
1631
Stillwater Capital Advisors
Pennsylvania
$204K -$4.62K -93 -2%
FC
1632
FCA Corp
Texas
$204K +$202K +4,071 New
BCM
1633
Brown Capital Management
Maryland
$204K +$203K +4,086 New
ORI
1634
Oak Ridge Investments
Illinois
$203K +$202K +4,060 New
CCA
1635
Conestoga Capital Advisors
Pennsylvania
$203K +$202K +4,062 New
OC
1636
Oakworth Capital
Alabama
$202K -$110K -2,205 -35%
GA
1637
Gateway Advisory
New Jersey
$202K -$9.94K -200 -5%
BFG
1638
Bouchey Financial Group
New York
$202K -$7.06K -142 -3%
SCM
1639
Summit Capital Management
Washington
$202K +$201K +4,034 New
TC
1640
TradeLink Capital
Illinois
$201K +$199K +4,012 New
MIG
1641
Mariner Investment Group
New York
$200K -$447K -9,000 -69%
HIM
1642
Hillsdale Investment Management
Ontario, Canada
$200K -$268K -5,400 -57%
AFIA
1643
America First Investment Advisors
Nebraska
$197K
SLA
1644
Silver Lake Advisory
Utah
$197K +$196K +3,943 New
CC
1645
Columbia Capital
California
$194K -$1.9M -38,174 -91%
LFR
1646
Lehman Financial Resources
Pennsylvania
$191K +$50 +1 +0%
IUAM
1647
Itau USA Asset Management
New York
$190K
CAW
1648
Cornerstone Advisors (Washington)
Washington
$186K -$28.4K -571 -13%
ACM
1649
Antonetti Capital Management
Florida
$185K -$3.88K -78 -2%
JFA
1650
JNBA Financial Advisors
Minnesota
$183K +$17.9K +360 +11%

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.