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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
DC
376
Deere & Company
Illinois
$16.2M -$38.6K -797 -0.2%
GIA
377
Guyasuta Investment Advisors
Pennsylvania
$16.1M +$14M +288,718 +728%
LSERS
378
Louisiana State Employees Retirement System
Louisiana
$15.9M -$160K -3,300 -1%
WB
379
WesBanco Bank
West Virginia
$15.8M +$685K +14,129 +5%
CTC
380
Central Trust Company
Missouri
$15.8M +$976K +20,153 +7%
EPFB
381
Employees Provident Fund Board
Malaysia
$15.6M -$20.3M -419,586 -57%
Brown Advisory
382
Brown Advisory
Maryland
$15.4M +$586K +12,090 +4%
CIA
383
CCM Investment Advisers
South Carolina
$15.3M -$1.24M -25,663 -8%
LSV Asset Management
384
LSV Asset Management
Illinois
$15.2M +$13.2M +272,200 +714%
AA
385
ALPS Advisors
Colorado
$15.2M +$2.72M +56,118 +22%
ACM
386
Azimuth Capital Management
Michigan
$15.1M +$668K +13,792 +5%
MWAC
387
Mariner Wealth Advisors (Cincinnati)
Ohio
$14.9M +$672K +13,874 +5%
ANI
388
American National Insurance
Texas
$14.9M
1IC
389
1919 Investment Counsel
Maryland
$14.8M +$1.06M +21,814 +8%
BG
390
Bollard Group
Massachusetts
$14.8M +$167K +3,451 +1%
UCFA
391
United Capital Financial Advisors
Texas
$14.7M -$56.8K -1,173 -0.4%
WG
392
Winton Group
United Kingdom
$14.7M +$14.6M +300,825 New
CC
393
Cornerstone Capital
California
$14.3M +$558K +11,515 +4%
HJMC
394
Hellman Jordan Management Company
Massachusetts
$14.3M -$78.5K -1,621 -0.6%
ZA
395
Zweig Advisers
Connecticut
$14.2M -$969K -20,000 -6%
Parallax Volatility Advisers
396
Parallax Volatility Advisers
California
$14.2M +$6.31M +130,298 +82%
SM
397
Stratton Management
Pennsylvania
$14.1M +$385K +7,946 +3%
CI Investments Inc
398
CI Investments Inc
Ontario, Canada
$14.1M +$13.9M +287,300 New
ISL
399
Ingalls & Snyder LLC
New York
$14M -$1.4M -28,856 -9%
RL
400
Ruffer LLP
United Kingdom
$13.9M -$18.7M -386,873 -58%

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.