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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
PMAM
1701
Picton Mahoney Asset Management
Ontario, Canada
$9.61K -$79.5K -1,600 -0.8%
DA
1702
Dunvegan Associates
California
$7K
WCAM
1703
West Coast Asset Management
California
$7K
NMIS
1704
Northwestern Mutual Investment Services
Wisconsin
$5K +$4.97K +100 New
MIM
1705
Macroview Investment Management
Maryland
$1K -$2.73K -55 -79%
ECM
1706
Exchange Capital Management
Michigan
$1K
MP
1707
Manikay Partners
New York
-$164M -3,350,000 Closed
WT
1708
Wellcome Trust
United Kingdom
-$127M -2,600,000 Closed
GCM
1709
Gruss Capital Management
New York
-$24.5M -500,000 Closed
PG
1710
PEAK6 Group
Illinois
-$23.7M -476,143 Closed
Parallax Volatility Advisers
1711
Parallax Volatility Advisers
California
-$14.4M -290,128 Closed
IIM
1712
Ivory Investment Management
New York
-$9.89M -202,197 Closed
WI
1713
Wafra Inc
New York
-$9.79M -200,120 Closed
ECM
1714
Empire Capital Management
Connecticut
-$7.58M -155,000 Closed
MIP
1715
Mondrian Investment Partners
United Kingdom
-$7.02M -143,556 Closed
KKRC
1716
Kohlberg Kravis Roberts & Co
New York
-$5.96M -121,779 Closed
BPM
1717
Bronson Point Management
Connecticut
-$5.87M -120,000 Closed
TH
1718
Timber Hill
Connecticut
-$5.76M -115,913 Closed
HT
1719
HAP Trading
New York
-$4.45M -89,509 Closed
EAM
1720
EverPoint Asset Management
Connecticut
-$4.16M -85,000 Closed
SI
1721
Sentry Investments
Ontario, Canada
-$4.16M -85,000 Closed
MSWM
1722
Mader & Shannon Wealth Management
Missouri
-$4.13M -84,507 Closed
SFM
1723
Stack Financial Management
Montana
-$3.89M -79,415 Closed
UOC
1724
UBS O'Connor
Illinois
-$3.5M -71,526 Closed
LMIM
1725
Lockheed Martin Investment Management
Maryland
-$3.47M -71,000 Closed

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.