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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
FMLI
451
Fukoku Mutual Life Insurance
Japan
$11.4M +$8.28M +171,000 +275%
BPGAM
452
BTG Pactual Global Asset Management
Bermuda
$11.4M +$11.3M +232,934 New
RMAM
453
Raab & Moskowitz Asset Management
New Jersey
$11.3M +$424K +8,750 +7%
BT
454
Beacon Trust
New Jersey
$11.1M -$102K -2,099 -0.9%
EAM
455
Eagle Asset Management
Florida
$11.1M +$2.34M +48,265 +27%
GGPS
456
Gary Goldberg Planning Services
New York
$11M +$771K +15,917 +8%
BIC
457
Beach Investment Counsel
Pennsylvania
$11M +$10.5M +217,684 +2,806%
V
458
Veritable
Delaware
$10.9M +$3.97M +81,884 +58%
LM
459
Lincluden Management
Ontario, Canada
$10.9M +$900K +18,571 +9%
BFA
460
Beaumont Financial Advisors
Massachusetts
$10.9M -$41.4K -855 -0.4%
CCM
461
Chilton Capital Management
Texas
$10.7M +$1.21M +24,935 +13%
RIL
462
Rothschild Investment LLC
Illinois
$10.6M +$1.68M +34,708 +19%
MPI
463
Mairs & Power Inc
Minnesota
$10.5M +$105K +2,166 +1%
BBA
464
BLB&B Advisors
Pennsylvania
$10.5M +$487K +10,054 +5%
RT
465
Rockland Trust
Massachusetts
$10.5M +$106K +2,187 +1%
PAG
466
Private Advisor Group
New Jersey
$10.4M +$1.49M +30,690 +17%
Carson Wealth (CWM LLC)
467
Carson Wealth (CWM LLC)
Nebraska
$10.4M +$1.78M +36,826 +21%
OA
468
OFI Advisors
Pennsylvania
$10.4M +$679K +14,005 +7%
DC
469
Davenport & Co
Virginia
$10.3M +$748K +15,433 +8%
RJT
470
Raymond James Trust
Florida
$10.3M +$445K +9,183 +5%
LKIM
471
Lawson Kroeker Investment Management
Nebraska
$10.3M +$7.19M +148,380 +242%
VCM
472
Vigilant Capital Management
Maine
$10.2M +$1M +20,732 +11%
DADC
473
D.A. Davidson & Co
Montana
$10.1M -$150K -3,086 -1%
HFS
474
HL Financial Services
Kentucky
$10.1M +$189K +3,892 +2%
RMA
475
Roffman Miller Associates
Pennsylvania
$10.1M +$243K +5,013 +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.