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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
AF
851
Arrow Financial
New York
$3.01M +$237K +4,887 +9%
MA
852
Marshwinds Advisory
Georgia
$3M +$68.4K +1,412 +2%
BFO
853
Boston Family Office
Massachusetts
$2.98M +$154K +3,173 +5%
RNS
854
Robert N. Shapiro
$2.97M -$210K -4,342 -7%
PSI
855
Pinnacle Summer Investments
Virginia
$2.96M -$5.96M -122,925 -67%
UF
856
Univest Financial
Pennsylvania
$2.95M +$18.2K +376 +0.6%
TYCC
857
Texas Yale Capital Corp
Florida
$2.95M +$149K +3,085 +5%
GPC
858
Glacier Peak Capital
Washington
$2.95M +$2.92M +60,225 New
TSWM
859
Triangle Securities Wealth Management
North Carolina
$2.94M +$190K +3,928 +7%
CAL
860
Capital Analysts LLC
Pennsylvania
$2.94M +$188K +3,889 +7%
DCC
861
Dow Chemical Company
Michigan
$2.94M -$484K -10,000 -14%
KCM
862
Kames Capital Management
United Kingdom
$2.93M -$148M -3,062,256 -98%
AC
863
Alley Company
Illinois
$2.92M -$148K -3,050 -5%
ONB
864
Old National Bancorp
Indiana
$2.92M +$1.23M +25,426 +74%
GA
865
Geneva Advisors
Illinois
$2.91M +$259K +5,342 +10%
ATC
866
Argent Trust Company
Louisiana
$2.91M -$21.2K -438 -0.7%
CT
867
Coastline Trust
Rhode Island
$2.9M +$18.7K +386 +0.7%
AFG
868
American Financial Group
Ohio
$2.9M
AW
869
ACG Wealth
Georgia
$2.88M +$102K +2,108 +4%
SBWM
870
Sunflower Bank Wealth Management
Arizona
$2.87M +$59.8K +1,235 +2%
LPT
871
Legacy Private Trust
Wisconsin
$2.87M +$396K +8,180 +16%
NJBEST
872
New Jersey Better Educational Savings Trust
New Jersey
$2.84M -$775K -16,000 -22%
SBH
873
Segall Bryant & Hamill
Illinois
$2.83M -$517K -10,678 -16%
I
874
IberiaBank
Louisiana
$2.82M +$140K +2,882 +5%
HCM
875
Hodges Capital Management
Texas
$2.82M +$883K +18,236 +46%

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.