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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
BAM
576
Burnham Asset Management
New York
$6.57M -$42.1K -868 -0.6%
CIP
577
Chartwell Investment Partners
Pennsylvania
$6.56M
IIM
578
Intact Investment Management
Quebec, Canada
$6.56M +$231K +4,760 +4%
CCMG
579
Clark Capital Management Group
Pennsylvania
$6.5M -$444K -9,169 -6%
RB
580
Rodgers Brothers
Pennsylvania
$6.45M -$266K -5,496 -4%
EWA
581
EP Wealth Advisors
California
$6.45M +$293K +6,045 +5%
RAM
582
RWC Asset Management
United Kingdom
$6.45M -$13.9M -286,097 -68%
AAA
583
Adams Asset Advisors
Texas
$6.39M +$457K +9,432 +8%
FNT
584
First National Trust
Pennsylvania
$6.38M +$176K +3,642 +3%
SAG
585
Sterne Agee Group
Alabama
$6.37M +$2.12M +43,816 +51%
BSPF
586
British Steel Pension Fund
United Kingdom
$6.32M +$1.84M +38,000 +42%
PCMI
587
Princeton Capital Management Inc
New Jersey
$6.31M -$74.8K -1,544 -1%
FBNAT
588
FirstMerit Bank N.A. Trustee
Ohio
$6.28M +$126K +2,598 +2%
PCM
589
Palisade Capital Management
New Jersey
$6.26M +$750K +15,474 +14%
TBA
590
Train Babcock Advisors
New York
$6.23M -$180K -3,710 -3%
GIM
591
Gyrus Investment Management
Ontario, Canada
$6.22M -$56.9K -1,175 -0.9%
ABC
592
Associated Banc-Corp
Wisconsin
$6.19M +$1.38M +28,465 +29%
SAMNY
593
Samsung Asset Management (New York)
New York
$6.18M +$1.98M +40,810 +48%
CCG
594
Cypress Capital Group
Florida
$6.17M -$862K -17,788 -12%
FM
595
Foster & Motley
Ohio
$6.13M +$80.4K +1,660 +1%
KFC
596
Klingenstein Fields & Co
New York
$6.12M +$2.44M +50,358 +67%
RWM
597
Rench Wealth Management
Texas
$6.12M -$430K -8,869 -7%
WSCM
598
Wellington Shields Capital Management
New York
$6.09M +$107K +2,218 +2%
TAM
599
Tealwood Asset Management
Minnesota
$6.09M -$128K -2,635 -2%
BA
600
Birinyi Associates
Connecticut
$6.09M -$180K -3,708 -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.