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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
BSA
401
Braun Stacey Associates
New York
$13.8M -$983K -20,290 -7%
SF
402
Synovus Financial
Georgia
$13.8M +$1.03M +21,328 +8%
PI
403
Placemark Investments
Illinois
$13.8M +$3.81M +78,716 +39%
BPBT
404
Boston Private Bank & Trust
Massachusetts
$13.7M +$161K +3,316 +1%
Creative Planning
405
Creative Planning
Kansas
$13.6M +$542K +11,178 +4%
FTIOP
406
Fiduciary Trust International of Pennsylvania
Pennsylvania
$13.6M +$245K +5,054 +2%
EHC
407
Everett Harris & Co
California
$13.6M -$9.85M -203,366 -42%
QAM
408
QCI Asset Management
New York
$13.6M +$2.11M +43,467 +19%
B
409
Barings
North Carolina
$13.5M -$3.09M -63,700 -19%
CCM
410
Check Capital Management
California
$13.5M +$12.9M +266,314 +2,734%
WG
411
Welch Group
Alabama
$13.5M +$665K +13,719 +5%
MNA
412
Manning & Napier Advisors
New York
$13.4M +$12.9M +266,336 +4,011%
AC
413
Allstate Corporation
Illinois
$13.3M -$12.8M -263,541 -49%
SCA
414
STALEY CAPITAL ADVISERS
Pennsylvania
$13.2M +$941K +19,425 +8%
FFIC
415
First Fiduciary Investment Counsel
Ohio
$13.2M +$205K +4,240 +2%
CAM
416
Centre Asset Management
New York
$13.1M -$2.16M -44,680 -14%
SSB
417
Sandy Spring Bank
Maryland
$13.1M +$705K +14,560 +6%
GGI
418
Godsey & Gibb Inc
Virginia
$13M +$312K +6,439 +2%
AIA
419
Affinity Investment Advisors
California
$12.9M +$88.7K +1,831 +0.7%
QI
420
Qualcomm Inc
California
$12.9M
AAM
421
AMI Asset Management
California
$12.8M -$132K -2,727 -1%
BOH
422
Bank of Hawaii
Hawaii
$12.7M -$3.33M -68,730 -21%
CCMD
423
Cypress Capital Management (Delaware)
Delaware
$12.6M +$630K +13,000 +5%
PGFC
424
Peapack-Gladstone Financial Corp
New Jersey
$12.6M +$4.21M +86,893 +51%
TMAM
425
Tokio Marine Asset Management
Japan
$12.6M -$985K -20,330 -7%

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.