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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
FNBTCON
626
First National Bank & Trust Co of Newtown
Pennsylvania
$5.71M +$40.9K +845 +0.8%
LNB
627
Ledyard National Bank
$5.7M +$207K +4,268 +4%
SCM
628
Stux Capital Management
New York
$5.69M -$1.14M -23,600 -17%
SIG
629
Schooner Investment Group
Pennsylvania
$5.68M +$484K +10,000 +10%
TH
630
Timber Hill
Connecticut
$5.67M +$1.02M +21,145 +22%
QI
631
Quotient Investors
New York
$5.65M -$22.6K -467 -0.4%
AIP
632
Ameritas Investment Partners
Nebraska
$5.62M -$25.9K -535 -0.5%
HKIM
633
Hayek Kallen Investment Management
Alabama
$5.61M +$46.7K +964 +0.8%
CA
634
Cornerstone Advisors
North Carolina
$5.58M +$2.66M +55,000 +93%
MCM
635
Maryland Capital Management
Maryland
$5.57M +$128K +2,636 +2%
CI
636
Capital International
California
$5.53M +$405K +8,368 +8%
FLPIM
637
F.L. Putnam Investment Management
Massachusetts
$5.52M -$153K -3,162 -3%
RP
638
Reinhart Partners
Wisconsin
$5.49M -$1.04M -21,435 -16%
ERIM
639
Eagle Ridge Investment Management
Connecticut
$5.47M +$5.42M +111,773 New
CAM
640
Congress Asset Management
Massachusetts
$5.47M +$100K +2,068 +2%
Daiwa Securities Group
641
Daiwa Securities Group
Japan
$5.45M -$19.4K -400 -0.4%
CA
642
Cetera Advisors
Colorado
$5.45M +$1.91M +39,509 +55%
TCM
643
Tufton Capital Management
Maryland
$5.44M -$65.7K -1,357 -1%
ACM
644
Advent Capital Management
New York
$5.43M +$1.81M +37,281 +53%
SCM
645
Shelton Capital Management
Colorado
$5.42M +$628K +12,953 +13%
BP
646
Banyan Partners
Florida
$5.39M -$464K -9,575 -8%
EA
647
Evanston Advisors
Illinois
$5.39M +$79.1K +1,633 +2%
KIC
648
Keating Investment Counselors
Florida
$5.38M -$45.3K -935 -0.8%
CFS
649
Community Financial System
New York
$5.37M +$104K +2,149 +2%
SIC
650
SFE Investment Counsel
California
$5.33M +$390K +8,057 +8%

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.