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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
FT
426
Fiduciary Trust
Massachusetts
$12.5M -$514K -10,613 -4%
BF
427
BOK Financial
Oklahoma
$12.5M +$888K +18,321 +8%
SIM
428
Sentry Investment Management
Wisconsin
$12.5M +$594K +12,251 +5%
SI
429
Stephens Inc
Arkansas
$12.4M +$953K +19,664 +8%
Jane Street
430
Jane Street
New York
$12.4M -$98.7M -2,036,603 -89%
NM
431
NWI Management
New York
$12.2M -$2.42M -50,000 -17%
NSAM
432
North Star Asset Management
Wisconsin
$12.2M +$126K +2,593 +1%
MCM
433
Murphy Capital Management
New Jersey
$12.2M +$66K +1,362 +0.5%
TBA
434
Tower Bridge Advisors
Pennsylvania
$12.2M +$618K +12,760 +5%
CIM
435
Corda Investment Management
Texas
$12M -$48.8K -1,008 -0.4%
CAN
436
Cetera Advisor Networks
California
$12M +$1.4M +28,989 +13%
CCM
437
Cadence Capital Management
Massachusetts
$12M -$466K -9,614 -4%
AMI
438
Amica Mutual Insurance
Rhode Island
$11.9M
CT
439
Cambridge Trust
Massachusetts
$11.9M +$5.77M +119,000 +97%
TCM
440
Twin Capital Management
Pennsylvania
$11.8M +$804K +16,590 +7%
CPSAC
441
Chas P. Smith & Associates (CPS)
Florida
$11.8M -$20.7M -427,433 -64%
Nomura Holdings
442
Nomura Holdings
Japan
$11.8M -$31.7M -654,641 -73%
SLI
443
Sumitomo Life Insurance
Japan
$11.7M -$461K -9,507 -4%
PNC
444
Park National Corp
Ohio
$11.7M +$296K +6,109 +3%
FAM
445
Fiduciary Asset Management
Missouri
$11.6M +$279K +5,759 +2%
CCM
446
Covington Capital Management
California
$11.6M +$479K +9,889 +4%
WPC
447
Waters Parkerson & Co
Louisiana
$11.6M +$2.57K +53 +0%
WTNA
448
Wilmington Trust National Association
Delaware
$11.6M +$939K +19,376 +9%
VWM
449
Valley Wealth Managers
New Jersey
$11.5M +$10.2M +210,557 +849%
WSFS
450
Wilmington Savings Fund Society
Delaware
$11.4M -$431K -8,903 -4%

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.