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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
LWM
1726
Lenox Wealth Management
Ohio
$21K +$9.46K +200 +85%
ECM
1727
Exchange Capital Management
Michigan
$16K -$3.48M -73,533 -100%
NHFG
1728
New Harbor Financial Group
Massachusetts
$15K +$14.6K +308 New
IFWM
1729
Institute for Wealth Management
Colorado
$12K
JAM
1730
JCIC Asset Management
Ontario, Canada
$12K +$11.8K +250 New
JAM
1731
Jolley Asset Management
North Carolina
$10K
BCMIO
1732
Beacon Capital Management Inc (Ohio)
Ohio
$10K +$331 +7 +4%
MIM
1733
Macroview Investment Management
Maryland
$10K +$4.21K +89 +75%
TCM
1734
TD Capital Management
Tennessee
$9K +$9.22K +195 New
MCM
1735
McKinley Capital Management
Alaska
$6K -$2.41M -50,968 -100%
LCM
1736
Laurion Capital Management
New York
$5K +$4.78K +101 New
GC
1737
Globeflex Capital
California
$4K +$993 +21 +31%
MUMSS
1738
Mitsubishi UFJ Morgan Stanley Securities
Japan
$3K
TIM
1739
Tortoise Investment Management
New York
$1K
BRA
1740
Bender Robert & Associates
California
$317 +$8.98K +190 +3%
SCP
1741
Syntal Capital Partners
Texas
$215 +$214K +4,535 New
ASC
1742
Atalanta Sosnoff Capital
New York
-$60.6M -1,233,695 Closed
SFM
1743
Systematic Financial Management
New Jersey
-$37M -752,321 Closed
PIM
1744
Profit Investment Management
Maryland
-$31.1M -632,190 Closed
SGAM
1745
Smith Group Asset Management
Texas
-$26.7M -543,144 Closed
AM
1746
Appaloosa Management
Florida
-$20.1M -409,300 Closed
Walleye Trading
1747
Walleye Trading
New York
-$6.73M -142,399 Closed
MSU
1748
Mizuho Securities USA
New York
-$5.57M -113,393 Closed
ARC
1749
Absolute Return Capital
Massachusetts
-$3.62M -73,558 Closed
ACM
1750
Ativo Capital Management
Illinois
-$3.54M -72,092 Closed