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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
ADMI
901
Albert D. Mason Inc
Massachusetts
$2.64M +$970K +20,020 +59%
MA
902
Menlo Advisors
California
$2.63M -$27.1K -560 -1%
BO
903
Bank OZK
Arkansas
$2.63M +$225K +4,637 +9%
PFM
904
Parsec Financial Management
North Carolina
$2.62M +$288K +5,946 +12%
VC
905
Vicus Capital
Pennsylvania
$2.62M +$1.33M +27,492 +106%
KIA
906
King Investment Advisors
Texas
$2.62M -$30.3K -626 -1%
TAM
907
Third Avenue Management
New York
$2.61M -$5.42M -111,801 -68%
IT
908
Investors Trust
Texas
$2.59M -$496K -10,248 -16%
TIC
909
Trees Investment Counsel
Illinois
$2.59M +$1.43M +29,593 +127%
AWA
910
ARS Wealth Advisors
Florida
$2.59M -$111K -2,289 -4%
DP
911
DW Partners
New York
$2.58M
FMW
912
Farr Miller & Washington
District of Columbia
$2.58M +$180K +3,716 +8%
LMAM
913
Legg Mason Asset Management
Japan
$2.58M -$223K -4,600 -8%
BT
914
Bankers Trust
Iowa
$2.58M -$45.3K -935 -2%
ST
915
Stifel Trust
Missouri
$2.56M -$76.9K -1,587 -3%
ST
916
Sentinel Trust
Texas
$2.55M -$28K -577 -1%
CC
917
Cannell & Co
New York
$2.54M -$209K -4,316 -8%
EWA
918
Exencial Wealth Advisors
Oklahoma
$2.54M +$69.9K +1,442 +3%
B
919
Bailard
California
$2.53M +$2.51M +51,763 New
HJA
920
Hugh Johnson Advisors
New York
$2.53M -$8.77K -181 -0.3%
GC
921
Grace Capital
Massachusetts
$2.52M +$1.79M +36,890 +252%
EGA
922
E&G Advisors
Texas
$2.52M +$526K +10,856 +27%
TL
923
Tirschwell & Loewy
New York
$2.52M +$24.2K +500 +1%
SFT
924
Simmons First Trust
Arkansas
$2.5M +$933K +19,266 +60%
PRC
925
Platte River Capital
Colorado
$2.5M +$2.47M +50,985 New

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.