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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
PCM
1651
Prelude Capital Management
New York
$174K -$361K -7,254 -68%
SCA
1652
Strategic Capital Alternatives
United States
$171K +$170K +3,424 New
AIM
1653
Acropolis Investment Management
Missouri
$164K +$1.09K +22 +0.7%
IWC
1654
Integrated Wealth Counsel
California
$152K
WA
1655
Winfield Associates
Ohio
$150K
BCM
1656
Blume Capital Management
California
$148K -$9.15K -184 -6%
HCM
1657
Highlander Capital Management
New Jersey
$148K +$249 +5 +0.2%
CAM
1658
Chou Associates Management
Ontario, Canada
$147K
FNBSF
1659
First National Bank Sioux Falls
South Dakota
$141K
LWM
1660
LBA Wealth Management
Florida
$139K -$7.46K -150 -5%
PCTC
1661
Perkins Coie Trust Company
Washington
$119K +$61.9K +1,245 +109%
IPC
1662
Independent Portfolio Consultants
Florida
$117K -$69.1K -1,391 -37%
EMA
1663
Efficient Market Advisors
California
$115K
FM
1664
Forward Management
California
$110K +$109K +2,200 New
DOA
1665
D'Orazio & Associates
Virginia
$107K
PFG
1666
Piershale Financial Group
Illinois
$102K +$27.1K +546 +36%
SFPIA
1667
Stevens First Principles Investment Advisors
California
$100K
EWM
1668
Elite Wealth Management
Washington
$95K -$519K -10,439 -85%
WF
1669
WealthTrust Fairport
Ohio
$81K -$2.04K -41 -2%
HRC
1670
Hoertkorn Richard Charles
$72K +$9.94K +200 +16%
SMG
1671
Spectrum Management Group
Indiana
$71K
MUMSS
1672
Mitsubishi UFJ Morgan Stanley Securities
Japan
$70K +$66.6K +1,340 +2,233%
DMK
1673
David M. Knott
$70K
TFO
1674
Tarbox Family Office
California
$67K +$9.25K +186 +16%
MAS
1675
Madden Advisory Services
Florida
$54K

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.