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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
VIP
826
Vantage Investment Partners
Missouri
$3.21M +$149K +3,085 +5%
MAA
827
Matrix Asset Advisors
New York
$3.21M +$963K +19,880 +43%
WFG
828
Wills Financial Group
Virginia
$3.21M +$47.6K +983 +2%
PAM
829
Paradigm Asset Management
New York
$3.2M -$126K -2,600 -4%
CIA
830
Covington Investment Advisors
Pennsylvania
$3.2M -$24.3K -501 -0.8%
NSEDCP
831
NJ State Employees Deferred Compensation Plan
New Jersey
$3.18M
TSW
832
Thompson Siegel & Walmsley
Virginia
$3.17M -$52.7K -1,087 -2%
WJA
833
Williams Jones & Associates
New York
$3.17M -$4.29M -88,460 -58%
ECM
834
Everence Capital Management
Indiana
$3.15M +$325K +6,710 +12%
ECML
835
Eagle Capital Management (Louisiana)
Louisiana
$3.14M +$68.8K +1,421 +2%
FNBT
836
FineMark National Bank & Trust
Florida
$3.13M +$489K +10,085 +19%
VC
837
Vestor Capital
Illinois
$3.13M -$9.69K -200 -0.3%
CCM
838
Catawba Capital Management
Virginia
$3.12M +$22.9K +473 +0.7%
CYG
839
Clean Yield Group
Vermont
$3.08M +$76.1K +1,570 +3%
CIM
840
CIM Investment Management
Pennsylvania
$3.08M -$87.4K -1,804 -3%
NL
841
NWAM LLC
Washington
$3.08M +$56.2K +1,160 +2%
SGC
842
South Georgia Capital
Illinois
$3.07M -$1.01M -20,800 -25%
CCT
843
Capital City Trust
Florida
$3.06M -$78K -1,610 -3%
IAM
844
Impax Asset Management
New Hampshire
$3.05M +$637K +13,139 +27%
GIA
845
Gargoyle Investment Advisor
New Jersey
$3.04M +$2.43M +50,240 +495%
TCOTO
846
Trust Company of the Ozarks
Missouri
$3.04M -$92K -1,900 -3%
SAM
847
Selway Asset Management
$3.04M +$1.33M +27,396 +79%
MCM
848
Maple Capital Management
Vermont
$3.03M +$104K +2,150 +4%
KAS
849
Kemnay Advisory Services
New York
$3.02M
TSS
850
Thomas Story & Son
Indiana
$3.02M

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.