We are live on ! Find out more

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
OMCS
751
Old Mutual Customised Solutions
South Africa
$4.01M -$170K -3,500 -4%
PPSG
752
Princeton Portfolio Strategies Group
New Jersey
$4.01M +$356K +7,340 +10%
ACM
753
Advisors Capital Management
New Jersey
$4.01M -$106K -2,197 -3%
AHS
754
Aspiriant Holdings S3
California
$3.97M +$115K +2,364 +3%
BONST
755
Bank of Nova Scotia Trust
Ontario, Canada
$3.97M +$31.8K +657 +0.8%
RBC
756
Ronald Blue & Co
Georgia
$3.97M +$260K +5,374 +7%
HCM
757
Hollencrest Capital Management
California
$3.97M +$1.8M +37,094 +84%
NFGCM
758
Norman Fields Gottscho Capital Management
New York
$3.95M +$3.91M +80,799 New
AT
759
Arden Trust
Delaware
$3.94M -$675K -13,939 -15%
HCM
760
Huber Capital Management
California
$3.94M -$145K -3,000 -4%
FFBTD
761
First Financial Bank - Trust Division
Ohio
$3.93M +$754K +15,560 +24%
ICAS
762
Investors Capital Advisory Services
Massachusetts
$3.93M +$400K +8,254 +11%
ST
763
Semper Trust
Pennsylvania
$3.92M -$6.3K -130 -0.2%
WB
764
Webster Bank
Connecticut
$3.91M -$1.56M -32,216 -29%
GHAM
765
Gilman Hill Asset Management
Connecticut
$3.9M +$294K +6,066 +8%
SWP
766
Stratos Wealth Partners
Ohio
$3.9M +$3.86M +79,601 New
SFM
767
Stack Financial Management
Montana
$3.89M -$23.1K -476 -0.6%
FA
768
FMA Advisory
Pennsylvania
$3.88M +$78.9K +1,628 +2%
LCP
769
Legacy Capital Partners
Wisconsin
$3.87M +$79.9K +1,650 +2%
CI
770
Constellation Investments
Ohio
$3.87M +$67.8K +1,400 +2%
M
771
MOTCO
Texas
$3.86M +$304K +6,266 +9%
Tudor Investment Corp
772
Tudor Investment Corp
Connecticut
$3.85M -$21.8M -450,285 -85%
OCM
773
Orleans Capital Management
Louisiana
$3.84M +$101K +2,075 +3%
FVCM
774
F&V Capital Management
Florida
$3.83M +$3.8M +78,356 New
SI
775
SII Investments
Wisconsin
$3.83M +$309K +6,377 +9%

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.