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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
AIA
776
Alerus Investment Advisors
Minnesota
$3.82M +$452K +9,332 +14%
ISB
777
Iowa State Bank
Iowa
$3.8M +$34K +702 +0.9%
AUB
778
Atlantic Union Bankshares
Virginia
$3.8M +$328K +6,773 +10%
NIA
779
Northstar Investment Advisors
Colorado
$3.79M +$1.24M +25,648 +50%
FPCM
780
Financial Partners Capital Management
New York
$3.77M -$356K -7,341 -9%
LIA
781
LS Investment Advisors
Michigan
$3.76M -$63.4K -1,309 -2%
WTB
782
Washington Trust Bank
Washington
$3.73M +$23.5K +485 +0.6%
GIP
783
Granite Investment Partners
California
$3.7M -$159K -3,279 -4%
NEAM
784
New England Asset Management
Connecticut
$3.69M +$305K +6,300 +9%
VIA
785
Vantage Investment Advisors
Pennsylvania
$3.69M +$81.9K +1,690 +2%
OIM
786
Orca Investment Management
Oregon
$3.69M +$3.65M +75,400 New
SLF
787
Sun Life Financial
Ontario, Canada
$3.68M -$362K -7,465 -9%
WS
788
Wedbush Securities
California
$3.67M +$193K +3,994 +6%
CC
789
Colrain Capital
Massachusetts
$3.63M +$3.34M +69,000 +1,311%
MPAM
790
Murphy Pohlad Asset Management
Minnesota
$3.63M +$246K +5,075 +7%
DAS
791
Dynamic Advisor Solutions
Arizona
$3.63M +$2.74M +56,463 +320%
SNT
792
Security National Trust
West Virginia
$3.61M -$18.7K -386 -0.5%
FWCM
793
Ferguson Wellman Capital Management
Oregon
$3.6M -$23.8K -492 -0.7%
TF
794
Tompkins Financial
New York
$3.58M -$2.18K -45 -0.1%
HRIA
795
Haberer Registered Investment Advisor
Ohio
$3.57M +$526K +10,863 +18%
NAM
796
NTV Asset Management
West Virginia
$3.56M -$57K -1,177 -2%
RW
797
Rand Wealth
Maryland
$3.55M -$207K -4,273 -6%
CWM
798
Concert Wealth Management
California
$3.54M +$36.1K +746 +1%
AMIM
799
Aull & Monroe Investment Management
Alabama
$3.5M +$113K +2,339 +3%
UOC
800
UBS O'Connor
Illinois
$3.5M -$8.42M -173,843 -71%

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.