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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
CFSG
701
Community Financial Services Group
Vermont
$4.68M +$68.4K +1,412 +1%
FNB
702
First Niagara Bank
New York
$4.66M -$170K -3,503 -4%
ACM
703
Argyle Capital Management
Pennsylvania
$4.63M
WTIM
704
Wilmington Trust Investment Management
Delaware
$4.61M -$199K -4,100 -4%
OPTFSNA
705
Old Point Trust & Financial Services N A
Virginia
$4.61M -$73.4K -1,515 -2%
FMBTD
706
First Midwest Bank Trust Division
Illinois
$4.58M +$774K +15,971 +21%
AAM
707
Autus Asset Management
Arizona
$4.57M +$157K +3,238 +4%
HVIA
708
Hudson Valley Investment Advisors
New York
$4.57M -$229K -4,730 -5%
RBA
709
Richard Bernstein Advisors
New York
$4.56M
AGI
710
Athena Global Investors
Virginia
$4.56M +$4.52M +93,287 New
CM
711
Capital Management
Virginia
$4.51M +$209K +4,314 +5%
JEW
712
Jamison Eaton & Wood
New Jersey
$4.5M -$166K -3,422 -4%
EOJOAM
713
E. Ohman J:or Asset Management
Sweden
$4.5M -$140K -2,900 -3%
GCC
714
Guardian Capital (Canada)
Ontario, Canada
$4.48M +$69.7K +1,439 +2%
Group One Trading
715
Group One Trading
Illinois
$4.42M +$619K +12,773 +16%
OIM
716
Opus Investment Management
Massachusetts
$4.4M
GC
717
Grimes & Company
Massachusetts
$4.38M +$358K +7,399 +9%
HT
718
HAP Trading
New York
$4.38M +$1.81M +37,347 +72%
CNBT
719
Canandaigua National Bank & Trust
New York
$4.35M -$52.9K -1,092 -1%
PAM
720
PartnerRe Asset Management
Connecticut
$4.31M -$583K -12,026 -12%
Jones Financial Companies
721
Jones Financial Companies
Missouri
$4.25M +$822K +16,960 +24%
CBB
722
Citizens Business Bank
California
$4.24M -$381K -7,864 -8%
ICOA
723
Investment Centers of America
North Dakota
$4.23M -$731K -15,093 -15%
CPA
724
Cowen Prime Advisors
New York
$4.22M +$3.61M +74,589 +640%
BII
725
Bainco International Investors
Massachusetts
$4.21M +$4.17M +86,035 New

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.