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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
NMERB
301
New Mexico Educational Retirement Board
New Mexico
$26.8M +$349K +7,200 +1%
WT
302
Wilmington Trust
Delaware
$25.9M +$472K +9,745 +2%
VDI
303
Vaughan David Investments
Illinois
$25.8M +$781K +16,124 +3%
HIM
304
Hermes Investment Management
United Kingdom
$25.4M +$21.7M +447,500 +622%
BCM
305
Bridgeway Capital Management
Texas
$25.4M +$522K +10,765 +2%
BMO
306
Beck Mack & Oliver
New York
$25.3M -$242 -5 -0%
CI
307
Conning Inc
Connecticut
$25.2M +$1.9M +39,294 +8%
M&T Bank
308
M&T Bank
New York
$24.9M -$1.32M -27,224 -5%
CIBC Asset Management
309
CIBC Asset Management
Ontario, Canada
$24.9M -$107K -2,206 -0.4%
First Manhattan
310
First Manhattan
New York
$24.9M +$1.21M +24,985 +5%
GL
311
GLG LLC
New York
$24.9M -$9.58M -197,700 -28%
WCMNY
312
Westchester Capital Management (New York)
New York
$24.7M -$32.2M -663,867 -57%
GCM
313
Gruss Capital Management
New York
$24.5M -$65.4M -1,350,000 -73%
OC
314
Oppenheimer & Co
New York
$23.6M -$2.27M -46,909 -9%
GI
315
GAMCO Investors
Connecticut
$23.6M -$3.79M -78,278 -14%
OAMG
316
Odey Asset Management Group
United Kingdom
$23.6M -$121K -2,494 -0.5%
BA
317
Bridgewater Associates
Connecticut
$23.5M -$6.74M -139,200 -22%
PG
318
PEAK6 Group
Illinois
$23.3M -$26.2M -540,890 -53%
CTB
319
Country Trust Bank
Illinois
$23.3M +$23M +475,663 New
B
320
BP
United Kingdom
$23M +$8.77M +181,000 +62%
Janney Montgomery Scott
321
Janney Montgomery Scott
Pennsylvania
$22.9M -$1.04M -21,488 -4%
CC
322
Chubb Corp
New Jersey
$22.9M
KIA
323
KCM Investment Advisors
California
$22.8M +$861K +17,767 +4%
VCM
324
Vision Capital Management
Oregon
$22.7M -$153K -3,155 -0.7%
MOACM
325
Mutual of America Capital Management
New York
$22.6M -$518K -10,682 -2%

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.