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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
JC
551
Jacobs & Co
California
$7.01M +$236K +4,873 +4%
FIM
552
Frontier Investment Management
Texas
$6.97M +$663K +13,682 +11%
CIA
553
CSat Investment Advisory
Michigan
$6.97M +$1.57M +32,502 +30%
GD
554
Grandfield & Dodd
New York
$6.97M -$1.16M -23,941 -14%
ARC
555
Absolute Return Capital
Massachusetts
$6.95M +$6.89M +142,129 New
PWW
556
Pettyjohn Wood & White
Virginia
$6.9M +$107K +2,207 +2%
VC
557
V2 Capital
Illinois
$6.9M +$4.31K +89 +0.1%
MWR
558
McAdams Wright Ragen
Washington
$6.86M +$243K +5,017 +4%
BCAM
559
Boston Common Asset Management
Massachusetts
$6.83M +$2.67M +55,182 +65%
GJIC
560
Gamble Jones Investment Counsel
California
$6.83M +$115K +2,367 +2%
VAS
561
Valicenti Advisory Services
New York
$6.83M -$62.2K -1,284 -0.9%
APFBOT
562
Amica Pension Fund Board of Trustees
Rhode Island
$6.83M
MCM
563
Munder Capital Management
Michigan
$6.82M +$2.51M +51,860 +59%
Toronto Dominion Bank
564
Toronto Dominion Bank
Ontario, Canada
$6.78M +$1.99M +41,036 +42%
MSR
565
Main Street Research
Connecticut
$6.78M +$135K +2,795 +2%
LIC
566
Lodestar Investment Counsel
Illinois
$6.76M +$3.29M +67,988 +97%
PJSIMP
567
P.J. Schmidt Investment Management (PJS)
Wisconsin
$6.74M -$186K -3,841 -3%
Northwestern Mutual Wealth Management
568
Northwestern Mutual Wealth Management
Wisconsin
$6.72M +$1.16M +23,955 +21%
BHWM
569
Bar Harbor Wealth Management
New Hampshire
$6.69M -$132K -2,716 -2%
CDH
570
Charles D. Hyman
$6.68M +$237K +4,901 +4%
BUB
571
BBVA USA Bancshares
Texas
$6.65M -$601K -12,398 -8%
PP
572
Palladium Partners
Virginia
$6.65M -$3.73K -77 -0.1%
MYLI
573
Meiji Yasuda Life Insurance
Japan
$6.62M +$1.22M +25,240 +23%
MI
574
Markston International
New York
$6.6M +$1.21M +25,070 +23%
BACM
575
Blue Arrow Capital Management
New York
$6.58M -$11.1M -228,833 -63%

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.