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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
CIA
676
Choate Investment Advisors
Massachusetts
$4.94M -$462K -9,540 -9%
LBG
677
Lloyds Banking Group
United Kingdom
$4.92M -$118M -2,444,279 -96%
MPM
678
Meritage Portfolio Management
Kansas
$4.91M +$2.84M +58,696 +141%
CVSCT
679
C.V. Starr & Co Trust
New York
$4.89M
Flossbach Von Storch
680
Flossbach Von Storch
Germany
$4.89M
FWIA
681
Fort Washington Investment Advisors
Ohio
$4.84M +$728K +15,017 +18%
FB
682
Fulton Bank
Pennsylvania
$4.84M +$265K +5,473 +6%
SGAM
683
Steinberg Global Asset Management
Florida
$4.84M +$26.9K +555 +0.6%
CIC
684
Cutler Investment Counsel
Oregon
$4.84M -$68.1K -1,406 -1%
TNBTD
685
Trustmark National Bank Trust Department
Mississippi
$4.83M +$59.7K +1,232 +1%
MLL
686
Moody Lynn & Lieberson
Massachusetts
$4.82M -$13.5K -278 -0.3%
NCM
687
Nelson Capital Management
California
$4.82M +$190K +3,916 +4%
WAS
688
Winch Advisory Services
Wisconsin
$4.8M +$204K +4,218 +4%
QCMC
689
Quantum Capital Management (California)
California
$4.8M +$22.8K +470 +0.5%
BRCM
690
Bright Rock Capital Management
Massachusetts
$4.79M +$242K +5,000 +5%
MERSOM
691
Municipal Employees' Retirement System of Michigan
Michigan
$4.78M
BAS
692
Brown Advisory Securities
Maryland
$4.77M -$32.6K -673 -0.7%
PAI
693
Pittenger & Anderson Inc
Nebraska
$4.77M +$618K +12,758 +15%
BFG
694
Beacon Financial Group
Texas
$4.75M +$368K +7,591 +9%
Mirae Asset Global Investments
695
Mirae Asset Global Investments
South Korea
$4.75M +$281K +5,807 +6%
SFS
696
Strategic Financial Services
New York
$4.73M +$693K +14,307 +17%
JWBC
697
J.W. Burns & Co
New York
$4.72M +$126K +2,608 +3%
CB
698
Chemical Bank
Michigan
$4.72M -$46K -950 -1%
PCA
699
Personal Capital Advisors
California
$4.72M +$1.16M +23,883 +33%
WA
700
WealthTrust Axiom
Pennsylvania
$4.7M +$120K +2,482 +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.