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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
FANJ
926
Financial Architects (New Jersey)
New Jersey
$2.49M +$65.3K +1,348 +3%
TWI
927
Thomas White International
Illinois
$2.49M
IHL
928
Investment House LLC
California
$2.49M -$351K -7,244 -12%
RIM
929
Regent Investment Management
Kentucky
$2.47M +$51.2K +1,056 +2%
GI
930
Gradient Investments
Minnesota
$2.47M +$524K +10,815 +27%
DHFB
931
Dixon Hubard Feinour & Brown
Virginia
$2.46M +$13.7K +282 +0.6%
BAC
932
Boys Arnold & Co
North Carolina
$2.44M -$18.2K -375 -0.7%
VCM
933
Violich Capital Management
California
$2.44M +$37.5K +774 +2%
WDA
934
Wendell David Associates
New Hampshire
$2.44M +$6.69K +138 +0.3%
GWM
935
Graybill Wealth Management
Illinois
$2.43M +$23K +475 +1%
CC
936
Cognios Capital
Kansas
$2.43M -$599K -12,356 -20%
DLCIG
937
D.L. Carlson Investment Group
New Hampshire
$2.4M +$844K +17,430 +55%
CL
938
Choreo LLC
Illinois
$2.38M +$836K +17,261 +55%
RIG
939
Roosevelt Investment Group
New York
$2.38M +$47.1K +972 +2%
MNBTD
940
Moody National Bank Trust Division
Texas
$2.38M +$286K +5,900 +14%
NPIT
941
National Penn Investors Trust
Pennsylvania
$2.37M -$120K -2,471 -5%
WEC
942
Winslow Evans & Crocker
Massachusetts
$2.36M +$46.4K +957 +2%
B
943
BancorpSouth
Mississippi
$2.33M +$729K +15,039 +46%
OA
944
Oxbow Advisors
Texas
$2.33M +$1.06M +21,840 +84%
MSS
945
Mitchell Sinkler & Starr
Pennsylvania
$2.33M -$11.2K -231 -0.5%
BEAM
946
Baker Ellis Asset Management
Washington
$2.33M -$326K -6,720 -12%
NSIM
947
North Star Investment Management
Illinois
$2.33M +$60.7K +1,252 +3%
GXMC
948
Global X Management Company
New York
$2.33M +$735K +15,161 +47%
LGC
949
Laurel Grove Capital
California
$2.32M +$31.7K +654 +1%
GSBTD
950
Glenview State Bank Trust Department
Illinois
$2.31M +$24.3K +502 +1%

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.