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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
FCI
351
Financial Counselors Inc
Kansas
$19.7M +$283K +5,842 +1%
William Blair & Company
352
William Blair & Company
Illinois
$19.6M -$649K -13,395 -3%
VFAM
353
Valley Forge Asset Management
Pennsylvania
$19.5M -$675K -13,927 -3%
CPP
354
Crow Point Partners
Massachusetts
$19.2M
Natixis Advisors
355
Natixis Advisors
Massachusetts
$18.9M +$2.36M +48,809 +14%
NLGIA
356
Nippon Life Global Investors Americas
New York
$18.9M +$1.12M +23,090 +6%
CAM
357
Capstone Asset Management
Texas
$18.7M +$1.09M +22,521 +6%
NB
358
Norinchukin Bank
Japan
$18.7M -$2.14M -44,126 -10%
EB
359
Eastern Bank
Massachusetts
$18.5M -$157K -3,241 -0.8%
SM
360
Seminole Management
New York
$18.1M +$17.9M +369,453 New
AIS
361
American Investment Services
Massachusetts
$18M +$1.1M +22,683 +7%
PA
362
Pinnacle Associates
New York
$17.9M -$148K -3,048 -0.8%
FNBOO
363
First National Bank of Omaha
Nebraska
$17.7M +$6.21M +128,215 +55%
HIMC
364
Heritage Investors Management Corp
Maryland
$17.7M +$149K +3,079 +0.9%
PSUF
365
People's United Financial
Connecticut
$17.6M +$835K +17,233 +5%
CC
366
Curian Capital
Colorado
$17.5M +$6.46M +133,301 +59%
Cambridge Investment Research Advisors
367
Cambridge Investment Research Advisors
Iowa
$17.1M +$921K +19,015 +6%
SC
368
Scotia Capital
Ontario, Canada
$17.1M +$4.82M +99,491 +40%
WFMPM
369
Woodley Farra Manion Portfolio Management
Indiana
$16.9M +$323K +6,660 +2%
WT
370
Whittier Trust
California
$16.9M +$328K +6,772 +2%
SCM
371
Stevens Capital Management
Pennsylvania
$16.8M -$29.6M -610,076 -64%
CCC
372
Chelsea Counsel Company
California
$16.8M -$63.4K -1,309 -0.4%
WIC
373
Willis Investment Counsel
Georgia
$16.4M -$7.36K -152 -0%
DSI
374
Daiwa SB Investments
Japan
$16.3M -$1.34M -27,566 -8%
GCM
375
Grisanti Capital Management
New York
$16.3M +$48.4K +1,000 +0.3%

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.