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1,706 hedge funds and large institutions have $131B invested in Verizon in 2014 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 891 increasing their positions, 602 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more repeat investments, than reductions

Existing positions increased: 891 | Existing positions reduced: 602

4% more capital invested

Capital invested by funds: $125B → $131B (+$5.48B)

0.62% more ownership

Funds ownership: 63.31%63.93% (+0.62%)

2% less call options, than puts

Call options by funds: $1.03B | Put options by funds: $1.04B

2% less funds holding

Funds holding: 1,7411,706 (-35)

11% less funds holding in top 10

Funds holding in top 10: 198176 (-22)

23% less first-time investments, than exits

New positions opened: 86 | Existing positions closed: 112

Holders
1,706
Holders Change
-35
Holders Change %
-2.01%
% of All Funds
49.01%
Holding in Top 10
176
Holding in Top 10 Change
-22
Holding in Top 10 Change %
-11.11%
% of All Funds
5.06%
New
86
Increased
891
Reduced
602
Closed
112
Calls
$1.03B
Puts
$1.04B
Net Calls
-$18.1M
Net Calls Change
-$262M
Name Holding Trade Value Shares
Change
Change in
Stake
JMPWA
226
JP Morgan Private Wealth Advisors
California
$50M +$2.56M +52,915 +5%
Lazard Asset Management
227
Lazard Asset Management
New York
$49.1M +$8.29M +171,130 +21%
AGA
228
Altrinsic Global Advisors
Connecticut
$48.8M -$2.51M -51,879 -5%
STC
229
SEI Trust Company
Pennsylvania
$47.5M +$28.3M +584,749 +151%
Royal London Asset Management
230
Royal London Asset Management
United Kingdom
$47.2M -$201K -4,158 -0.4%
PTC
231
Philadelphia Trust Company
Pennsylvania
$47.1M +$24.3M +502,058 +109%
Marshall Wace
232
Marshall Wace
United Kingdom
$46.7M -$27.6M -568,687 -37%
TAM
233
Tocqueville Asset Management
New York
$45.7M -$556K -11,472 -1%
Acadian Asset Management
234
Acadian Asset Management
Massachusetts
$45.4M -$11.5M -236,703 -20%
GCM
235
Graham Capital Management
Connecticut
$45.2M +$17.2M +354,766 +62%
Mitsubishi UFJ Asset Management
236
Mitsubishi UFJ Asset Management
Japan
$44.3M -$672K -13,874 -2%
MHC
237
Meyer Handelman Company
New York
$44.3M +$125K +2,578 +0.3%
MAM
238
Martingale Asset Management
Massachusetts
$43.9M +$6.43M +132,760 +17%
WA
239
Wasatch Advisors
Utah
$43.4M -$1.62M -33,432 -4%
ZIM
240
Zacks Investment Management
Illinois
$43.3M +$838K +17,288 +2%
OI
241
Oakbrook Investments
Illinois
$43.3M +$34.1M +703,800 +388%
DCM
242
Dupont Capital Management
Delaware
$43M +$444K +9,169 +1%
FIM
243
Foresters Investment Management
New York
$41.7M +$1.6M +33,100 +4%
CC
244
Carlson Capital
Texas
$41.1M +$40.7M +839,920 New
OPERF
245
Oregon Public Employees Retirement Fund
Oregon
$41M +$4.71M +97,300 +13%
MHI
246
Miller Howard Investments
New York
$41M -$406K -8,372 -1%
SCM
247
SKBA Capital Management
California
$40.9M +$1.17M +24,139 +3%
BKBG
248
BHF Kleinwort Benson Group
Belgium
$39.9M +$18.1M +372,822 +84%
VLKIM
249
Van Lanschot Kempen Investment Management
Netherlands
$39.9M +$39.5M +814,800 New
Luther King Capital Management (LKCM)
250
Luther King Capital Management (LKCM)
Texas
$39.9M -$2.04M -42,117 -5%

VZ Hedge Fund Activity: Q2 2014 in Review

1,706 of the 3,481 institutional investors tracked by Wall St. Rank reported a position in Verizon (VZ) for Q2 2014, worth a combined $131B — up 4.4% from $125B a quarter earlier.

Sellers outnumbered buyers: 112 funds closed out of VZ and 86 opened new positions — a net loss of 26 holders — while 602 trimmed existing stakes and 891 added.

The largest buyer was Norges Bank, adding an estimated $1.88B. The largest seller was AllianceBernstein, cutting an estimated $421M.

  • 1,706 institutional investors held Verizon (VZ) as of Q2 2014, down from 1,741 in Q1 2014.
  • Funds reported $131B of Verizon stock for Q2 2014, up 4.4% quarter-over-quarter.
  • 86 funds opened new Verizon positions in Q2 2014 and 112 closed out, a net change of -26 holders.
  • The largest Verizon buyer in Q2 2014 was Norges Bank, an estimated $1.88B added.
  • The largest Verizon seller in Q2 2014 was AllianceBernstein, an estimated $421M sold.

Based on aggregated 13F filings for Q2 2014.