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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
PO
1676
Private Ocean
California
$52K
LWA
1677
Lenox Wealth Advisors
New York
$51K
AIM
1678
Acuity Investment Management
Ontario, Canada
$50K
OCM
1679
Orrell Capital Management
California
$50K +$49.7K +1,000 New
FBT
1680
Founders Bank & Trust
Michigan
$47K
AWM
1681
Avior Wealth Management
Nebraska
$46K +$596 +12 +1%
PFO
1682
Pathstone Family Office
New Jersey
$46K +$45.6K +917 New
RIM
1683
Ranger International Management
Illinois
$44K
TIM
1684
Tortoise Investment Management
New York
$40K
AAM
1685
American Asset Management
Florida
$34K +$33.7K +677 New
IRS
1686
Invictus RG (Singapore)
Singapore
$32K -$338K -6,798 -91%
SIA
1687
SeaBridge Investment Advisors
New Jersey
$30K -$9.94K -200 -25%
NG
1688
NatWest Group
United Kingdom
$27K +$6.65M +133,783 +33%
LWM
1689
Lenox Wealth Management
Ohio
$25K -$447 -9 -2%
JIR
1690
James Investment Research
Ohio
$24K +$13.6K +274 +127%
First Eagle Investment Management
1691
First Eagle Investment Management
New York
$22K
WA
1692
WealthTrust-Arizona
Arizona
$20K -$42K -844 -68%
SAC
1693
Smith Affiliated Capital
New York
$20K
UB
1694
UMB Bank
Missouri
$18.5K -$2.61M -52,565 -12%
MBE
1695
Michael B. Elefante
$18K +$18.1K +365 New
GP
1696
GLG Partners
United Kingdom
$14K +$13.9K +279 New
IFWM
1697
Institute for Wealth Management
Colorado
$12K
BCMIO
1698
Beacon Capital Management Inc (Ohio)
Ohio
$10K
JAM
1699
Jolley Asset Management
North Carolina
$10K
TCM
1700
TD Capital Management
Tennessee
$10K

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.