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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
SAM
326
Securian Asset Management
Minnesota
$22.5M +$479K +9,884 +2%
RI
327
Redwood Investments
Massachusetts
$22.4M +$16.5M +340,799 +291%
LTFS
328
Ladenburg Thalmann Financial Services
Florida
$22.2M +$711K +14,682 +3%
BA
329
Boston Advisors
Massachusetts
$21.7M +$2.34M +48,279 +12%
BC
330
Bartlett & Co
Ohio
$21.6M +$2.2M +45,367 +11%
NEI
331
Northwest & Ethical Investments
Ontario, Canada
$21.4M +$15M +309,818 +244%
CFB
332
Cullen/Frost Bankers
Texas
$21.3M +$509K +10,501 +2%
SI
333
Sprott Inc
Ontario, Canada
$21.2M -$174K -3,600 -0.8%
GH
334
GAM Holding
Switzerland
$21.1M +$16.4M +337,480 +363%
AF
335
Ally Financial
Michigan
$21M +$242K +5,000 +1%
Zurich Cantonal Bank
336
Zurich Cantonal Bank
Switzerland
$21M -$2.05M -42,398 -9%
DCLA
337
Douglas C. Lane & Associates
New York
$21M -$709K -14,640 -3%
PMG
338
Private Management Group
California
$20.8M +$875K +18,069 +4%
UB
339
UMB Bank
Missouri
$20.7M +$7.13M +147,130 +53%
PWP
340
Private Wealth Partners
California
$20.7M +$193K +3,980 +1%
BFS
341
Bradley Foster & Sargent
Connecticut
$20.6M +$3.29M +67,927 +19%
ADEF
342
Adams Diversified Equity Fund
Maryland
$20.6M
SGAM
343
Smith Group Asset Management
Texas
$20.5M +$20.3M +418,700 New
CI
344
Cooper Investors
Australia
$20.4M +$1.1M +22,716 +6%
WF
345
Welch & Forbes
Massachusetts
$20.2M +$493K +10,172 +3%
ECM
346
Estabrook Capital Management
New York
$20.1M -$1.38M -28,492 -6%
DIA
347
Dana Investment Advisors
Wisconsin
$20M +$560K +11,549 +3%
NG
348
NatWest Group
United Kingdom
$19.9M -$7.53M -155,363 -28%
GG
349
Gofen & Glossberg
Illinois
$19.7M +$3.9M +80,588 +25%
HTC
350
Haverford Trust Company
Pennsylvania
$19.7M +$1.07M +21,993 +6%

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.