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
CS
1701
Credential Securities
$85.8K +$85.4K +1,805 New
RCWMU
1702
Rothschild & Co Wealth Management (UK)
United Kingdom
$81K +$80.8K +1,709 New
CL
1703
CFS LLC
Oklahoma
$78K +$70.5K +1,491 +968%
PFG
1704
Piershale Financial Group
Illinois
$71K
SMG
1705
Spectrum Management Group
Indiana
$68K
FM
1706
Forward Management
California
$67K
HCP
1707
Holt Capital Partners
Texas
$64K
Winslow Capital Management
1708
Winslow Capital Management
Minnesota
$62K +$62.1K +1,313 New
LFG
1709
LifePlan Financial Group
Ohio
$61K +$10.2K +216 +20%
LOCC
1710
Lombard Odier & Cie (Canada)
Quebec, Canada
$61K +$60.7K +1,283 New
HRC
1711
Hoertkorn Richard Charles
$59K -$4.16K -88 -7%
WA
1712
WealthTrust-Arizona
Arizona
$59K +$10.9K +230 +23%
TF
1713
Trutina Financial
Washington
$58K +$58.1K +1,229 New
PCTC
1714
Perkins Coie Trust Company
Washington
$54K +$2.41K +51 +5%
FBT
1715
Founders Bank & Trust
Michigan
$49K +$1.37K +29 +3%
DA
1716
Dunvegan Associates
California
$48K +$47.3K +1,001 New
EAMA
1717
EFG Asset Management (Americas)
Florida
$46K +$7.19K +152 +19%
MAS
1718
Madden Advisory Services
Florida
$45K -$38.3K -810 -46%
AWM
1719
Avior Wealth Management
Nebraska
$43K +$42.5K +899 New
TFMS
1720
Trust & Fiduciary Management Services
Massachusetts
$41K +$5.06K +107 +14%
HHMI
1721
Howard Hughes Medical Institute
Maryland
$41K +$41K +867 New
PO
1722
Private Ocean
California
$40K
LWA
1723
Lenox Wealth Advisors
New York
$37K +$30.4K +642 +510%
FPCG
1724
Fort Pitt Capital Group
Pennsylvania
$30.3K -$95 -2 -0.3%
FCT
1725
Family Capital Trust
Massachusetts
$28K +$27.7K +585 New