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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
ProShare Advisors
251
ProShare Advisors
Maryland
$39.2M -$2.4M -49,611 -6%
Asset Management One
252
Asset Management One
Japan
$38.8M +$1.03M +21,218 +3%
AIA
253
Avalon Investment & Advisory
Texas
$38.8M -$98.8K -2,039 -0.3%
KCM
254
Kornitzer Capital Management
Kansas
$38.6M +$5.37M +110,780 +16%
RCM
255
Riverhead Capital Management
Delaware
$38M +$10.5M +215,909 +39%
Nomura Asset Management
256
Nomura Asset Management
Japan
$37.8M -$130K -2,685 -0.3%
CI
257
Cincinnati Insurance
Ohio
$37.7M
FQ
258
First Quadrant
California
$37.6M -$19.6M -403,606 -34%
MC
259
Martin Currie
United Kingdom
$37.5M +$37.1M +765,600 New
PIA
260
Piedmont Investment Advisors
North Carolina
$37.4M +$4.28M +88,386 +13%
Calamos Advisors
261
Calamos Advisors
Illinois
$37.4M +$2.16M +44,500 +6%
COPPSERS
262
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$37.1M -$1.69M -34,940 -4%
NSLI
263
Nan Shan Life Insurance
Taiwan
$36M +$8.33M +172,000 +31%
GAM
264
Gotham Asset Management
New York
$36M -$1.06M -21,800 -3%
AIMCA
265
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$35.3M +$610K +12,600 +2%
ACA
266
Anchor Capital Advisors
Massachusetts
$35.2M +$7.87M +162,356 +29%
URS
267
Utah Retirement Systems
Utah
$35.2M -$1.1M -22,700 -3%
HighTower Advisors
268
HighTower Advisors
Illinois
$34.5M +$1.46M +30,159 +4%
MIH
269
Madison Investment Holdings
Wisconsin
$33.5M -$642K -13,260 -2%
CFC
270
Cincinnati Financial Corp
Ohio
$33.4M
LS
271
Livforsakringsbolaget Skandia
Sweden
$33.1M
MME
272
Meag Munich Ergo
Germany
$33M +$6.03M +124,513 +23%
TU
273
TDAM USA
Ontario, Canada
$32.8M +$1.04M +21,491 +3%
MA
274
MUFG Americas
New York
$32.7M +$1.37M +28,206 +4%
SH
275
SeaTown Holdings
Singapore
$32.6M +$32.3M +667,000 New

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.