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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
KJHP
651
K.J. Harrison & Partners
Ontario, Canada
$5.29M +$5.04M +103,974 +2,460%
OCM
652
Olstein Capital Management
New York
$5.28M +$1.7M +35,000 +48%
DnB Asset Management
653
DnB Asset Management
Norway
$5.25M +$5.2M +107,334 New
LCM
654
Logan Capital Management
Pennsylvania
$5.24M +$5.81K +120 +0.1%
MCM
655
MAI Capital Management
Ohio
$5.21M +$1.32M +27,231 +34%
CAM
656
Cypress Asset Management
Texas
$5.19M +$1.15M +23,786 +29%
FBT
657
First Bankers Trust
Kentucky
$5.16M +$195K +4,034 +4%
CCT
658
Chemung Canal Trust
New York
$5.15M -$17.7K -365 -0.3%
PSC
659
Prentiss Smith & Co
Vermont
$5.15M -$37.5K -775 -0.7%
BFM
660
Boston Financial Management
Massachusetts
$5.14M +$51K +1,052 +1%
AAIM
661
American Assets Investment Management
California
$5.14M
HAM
662
Highstreet Asset Management
Ontario, Canada
$5.1M +$121K +2,502 +2%
VFS
663
VSR Financial Services
Kansas
$5.1M -$569K -11,743 -10%
BCM
664
Brookmont Capital Management
Texas
$5.07M +$552K +11,391 +12%
MCM
665
McMillion Capital Management
North Carolina
$5.06M +$207K +4,264 +4%
NRS
666
Neville Rodie & Shaw
New York
$5.06M -$34K -702 -0.7%
AA
667
Ancora Advisors
Ohio
$5.04M -$152K -3,133 -3%
HDIM
668
Hanson & Doremus Investment Management
Vermont
$5.03M -$273K -5,631 -5%
AIC
669
Argus Investors Counsel
New York
$5.03M +$56.9K +1,175 +1%
FFSOTS
670
Fiduciary Financial Services of The Southwest
Texas
$5.03M +$106K +2,195 +2%
AC
671
Andromeda Capital
New York
$5M +$1.78M +36,700 +56%
BC
672
Barnett & Company
Tennessee
$4.97M +$149K +3,070 +3%
BOTW
673
Bank of the West
California
$4.96M +$147K +3,043 +3%
SSWM
674
Smith Salley Wealth Management
North Carolina
$4.95M +$2.86M +59,114 +141%
PP
675
Patten & Patten
Tennessee
$4.94M -$613K -12,649 -11%

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.