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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
AG
276
Aperio Group
California
$32.4M +$2.88M +59,355 +10%
CEI
277
Clark Estates Inc
New York
$32.4M +$10M +207,000 +45%
B
278
Baird
Wisconsin
$32.4M +$2.11M +43,460 +7%
KP
279
Kiltearn Partners
United Kingdom
$31.4M +$12.3M +252,965 +65%
SMDAM
280
Sumitomo Mitsui DS Asset Management
Japan
$31.3M -$1.72M -35,595 -5%
ORIO
281
Old Republic International (ORI)
Illinois
$31.3M +$2.98M +61,500 +11%
GMI
282
Greystone Managed Investments
Saskatchewan, Canada
$31.1M +$28.7M +593,270 +1,375%
TRSOTSOK
283
Teachers Retirement System of the State of Kentucky
Kentucky
$31.1M -$2.83M -58,400 -8%
GT
284
Glenmede Trust
Pennsylvania
$31M +$885K +18,260 +3%
CB
285
Commerce Bank
Missouri
$30M +$798K +16,470 +3%
RIG
286
RiverFront Investment Group
Virginia
$29.5M +$29.2M +602,791 New
Truist Financial
287
Truist Financial
North Carolina
$29.4M +$8.39M +173,080 +40%
WIM
288
Waverton Investment Management
United Kingdom
$29.1M -$21.6M -445,793 -43%
CP
289
Cumberland Partners
Ontario, Canada
$29M +$709K +14,635 +3%
WAM
290
World Asset Management
Michigan
$28.5M -$225K -4,638 -0.8%
STMM
291
South Texas Money Management
Texas
$28.5M +$4.45M +91,927 +19%
11A
292
10-15 Associates
New York
$28.3M -$353K -7,295 -1%
CEP
293
Chicago Equity Partners
Illinois
$28M -$17.4M -359,655 -39%
QBFM
294
QS Batterymarch Financial Management
New York
$27.9M -$6.5M -134,090 -19%
CBOA
295
Commonwealth Bank of Australia
Australia
$27.8M -$54.6M -1,126,128 -66%
ELC
296
Edgar Lomax Company
Virginia
$27.7M +$58.1K +1,200 +0.2%
Bank of Nova Scotia
297
Bank of Nova Scotia
Ontario, Canada
$27.4M +$596K +12,306 +2%
DILH
298
Dai-ichi Life Holdings
Japan
$27.4M +$164K +3,393 +0.6%
HNB
299
Huntington National Bank
Ohio
$27.2M -$639K -13,193 -2%
OSAM
300
O'Shaughnessy Asset Management
Connecticut
$27M +$2.41M +49,722 +10%

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.