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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
NB
526
NBT Bank
New York
$7.65M -$54.3K -1,121 -0.7%
KPCM
527
Kings Point Capital Management
New York
$7.65M +$33.9K +700 +0.4%
NPC
528
National Planning Corporation
California
$7.62M +$68.8K +1,421 +0.9%
Two Sigma Advisers
529
Two Sigma Advisers
New York
$7.59M -$100M -2,066,369 -93%
PL
530
Perpetual Ltd
Australia
$7.59M +$2.76M +56,892 +58%
ECM
531
Empire Capital Management
Connecticut
$7.58M +$7.51M +155,000 New
SC
532
Saiers Capital
New York
$7.53M +$5.17M +106,611 +226%
CAI
533
Capital Advisors Inc
Oklahoma
$7.53M +$655K +13,511 +10%
FM
534
Family Management
New York
$7.47M +$719K +14,846 +11%
FMII
535
Farmers & Merchants Investments Inc
Nebraska
$7.43M -$33.7K -696 -0.5%
KCM
536
Kanawha Capital Management
Virginia
$7.4M +$42.6K +879 +0.6%
HPC
537
HM Payson & Co
Maine
$7.37M -$1.95M -40,171 -21%
GIM
538
Grassi Investment Management
California
$7.35M +$273K +5,637 +4%
ICM
539
ICC Capital Management
Florida
$7.29M -$2.67M -55,205 -27%
1IA
540
1834 Investment Advisors
Wisconsin
$7.28M +$279K +5,766 +4%
PFC
541
Phocas Financial Corp
California
$7.18M -$247K -5,095 -3%
DBG
542
De Burlo Group
Massachusetts
$7.17M +$5.06M +104,400 +248%
FBB
543
Fulton Breakefield Broenniman
Maryland
$7.15M +$102K +2,110 +1%
PCM
544
Palouse Capital Management
Washington
$7.14M -$104K -2,150 -1%
KRSITF
545
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$7.13M +$147K +3,043 +2%
PR
546
Payden & Rygel
California
$7.1M +$2.01M +41,400 +40%
SAM
547
Symphony Asset Management
California
$7.06M +$3.64M +75,216 +109%
LDB
548
Lee, Danner & Bass
Tennessee
$7.03M +$9.79K +202 +0.1%
BPC
549
Banque Pictet & Cie
Switzerland
$7.03M +$2.4M +49,525 +53%
MIP
550
Mondrian Investment Partners
United Kingdom
$7.02M -$159M -3,289,330 -96%

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.