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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
MIM
801
Marco Investment Management
Georgia
$3.48M +$730K +15,073 +27%
LMIM
802
Lockheed Martin Investment Management
Maryland
$3.47M -$9.11M -188,000 -73%
Fiera Capital (Canada)
803
Fiera Capital (Canada)
Quebec, Canada
$3.47M -$10.5M -216,393 -75%
NCMW
804
Northern Capital Management (Wisconsin)
Wisconsin
$3.46M -$303K -6,262 -8%
FAM
805
Fortaleza Asset Management
Illinois
$3.43M
WPC
806
White Pine Capital
Minnesota
$3.42M -$106K -2,190 -3%
BBHC
807
Brown Brothers Harriman & Co
New York
$3.41M -$391K -8,066 -10%
BFA
808
Bragg Financial Advisors
North Carolina
$3.41M +$22.7K +468 +0.7%
FSC
809
Fiduciary Services Corp
Georgia
$3.37M -$223K -4,596 -6%
EIA
810
Edgemoor Investment Advisors
Maryland
$3.37M -$2.04K -42 -0.1%
EFS
811
Essex Financial Services
Connecticut
$3.37M -$125K -2,574 -4%
BRWA
812
B. Riley Wealth Advisors
Florida
$3.35M +$3.32M +68,488 +125%
FMT
813
First Mercantile Trust
Tennessee
$3.34M +$1.44M +29,798 +78%
LIM
814
Leavell Investment Management
Alabama
$3.34M +$153K +3,168 +5%
CIP
815
Convergence Investment Partners
Florida
$3.33M -$3.41M -70,372 -51%
NES
816
New England Securities
New York
$3.33M +$222K +4,583 +7%
Mackenzie Financial
817
Mackenzie Financial
Ontario, Canada
$3.32M -$2.82M -58,244 -46%
FAAM
818
First Allied Asset Management
California
$3.31M +$288K +5,941 +10%
SC
819
Saturna Capital
Washington
$3.29M -$85.3K -1,761 -3%
WT
820
Washington Trust
Rhode Island
$3.29M +$108K +2,223 +3%
PFSC
821
Peoples Financial Services Corp
Pennsylvania
$3.28M -$40.9K -844 -1%
DWT
822
Dorsey & Whitney Trust
South Dakota
$3.26M +$360K +7,441 +13%
GIM
823
Goelzer Investment Management
Indiana
$3.25M -$14K -288 -0.4%
SCM
824
Suffolk Capital Management
New York
$3.22M
WA
825
WFG Advisors
Texas
$3.21M +$97.3K +2,009 +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.