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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
WFM
601
Wilmington Funds Management
Delaware
$6.09M +$2.18M +45,096 +57%
FA
602
FDx Advisors
Illinois
$6.07M +$3.47M +71,681 +137%
ANBT
603
American National Bank & Trust
Texas
$6.05M -$15.6K -321 -0.3%
VAM
604
Visium Asset Management
New York
$6.04M -$11.4M -234,693 -66%
VKH
605
Virtu KCG Holdings
New York
$6.04M +$1.55M +31,996 +35%
MAM
606
Mastrapasqua Asset Management
Tennessee
$6.03M +$5.56M +114,743 +1,347%
WC
607
Whitney & Co
New York
$6.01M +$144K +2,962 +2%
CTA
608
Colonial Trust Advisors
South Carolina
$6M -$144K -2,972 -2%
SC
609
SouthState Corp
Florida
$6M +$277K +5,711 +5%
WTC
610
WhitTier Trust Company
Nevada
$6M +$566K +11,693 +11%
CIC
611
Crawford Investment Counsel
Georgia
$5.97M +$503K +10,386 +9%
KKRC
612
Kohlberg Kravis Roberts & Co
New York
$5.96M -$28.6M -589,921 -83%
1SB
613
1ST Source Bank
Indiana
$5.9M +$155K +3,196 +3%
SOADOR
614
State of Alaska Department of Revenue
Alaska
$5.89M
JIC
615
Johnson Investment Counsel
Ohio
$5.88M +$239K +4,923 +4%
CA
616
Cullinan Associates
Kentucky
$5.87M -$3M -61,910 -35%
BPM
617
Bronson Point Management
Connecticut
$5.87M +$5.81M +120,000 New
CCM
618
CWH Capital Management
Washington
$5.86M +$104K +2,137 +2%
AB
619
Amalgamated Bank
New York
$5.85M +$683K +14,095 +13%
HC
620
HHG & Company
Connecticut
$5.83M +$533 +11 +0%
NPA
621
Nichols & Pratt Advisers
Massachusetts
$5.81M +$326K +6,728 +6%
BPB
622
Badgley, Phelps & Bell
Washington
$5.79M -$27.3K -563 -0.5%
CIA
623
Capital Investment Advisors
Georgia
$5.75M +$296K +6,116 +5%
SA
624
Strategic Advisors
New York
$5.75M +$4.09M +84,474 +256%
HCM
625
Howland Capital Management
Massachusetts
$5.72M +$778K +16,049 +16%

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.