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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
PWAG
951
Polaris Wealth Advisory Group
California
$2.3M +$2.15M +44,456 +1,696%
AHB
952
Abner Herrman & Brock
New Jersey
$2.3M +$194K +4,000 +9%
ATC
953
Adirondack Trust Company
New York
$2.3M +$11.9K +245 +0.5%
GAM
954
Griffin Asset Management
New York
$2.28M +$3.29K +68 +0.1%
ST
955
Smithfield Trust
Pennsylvania
$2.27M +$790K +16,305 +54%
WWM
956
Willingdon Wealth Management
North Carolina
$2.27M +$23.6K +487 +1%
ASA
957
Armstrong Shaw Associates
Connecticut
$2.27M -$61.5K -1,270 -3%
MIC
958
Meridian Investment Counsel
California
$2.26M +$204K +4,218 +10%
HAIM
959
Hunter Associates Investment Management
Pennsylvania
$2.26M +$43.3K +894 +2%
BFIC
960
Bedell Frazier Investment Counselling
California
$2.25M +$118K +2,441 +6%
LC
961
Lilley & Co
Michigan
$2.25M +$331K +6,826 +17%
BIA
962
Biondo Investment Advisors
Pennsylvania
$2.25M +$168K +3,463 +8%
MSFP
963
Mark Sheptoff Financial Planning
Connecticut
$2.24M +$420K +8,662 +23%
SYBT
964
Stock Yards Bank & Trust
Kentucky
$2.24M +$127K +2,617 +6%
JIM
965
Jupiter Investment Management
United Kingdom
$2.24M -$29.1M -599,945 -93%
SWM
966
Segment Wealth Management
Texas
$2.22M +$148K +3,054 +7%
KCM
967
KSA Capital Management
New Jersey
$2.22M +$1.89M +39,000 +609%
ITIM
968
Indiana Trust & Investment Management
Indiana
$2.22M +$135K +2,779 +7%
OSNBOA
969
Old Second National Bank of Aurora
Illinois
$2.21M +$297K +6,133 +16%
RC
970
RBF Capital
California
$2.2M +$2.18M +45,000 New
BIM
971
Bridges Investment Management
Nebraska
$2.2M +$125K +2,588 +6%
SSIA
972
Spero-Smith Investment Advisers
Ohio
$2.19M -$37.8K -780 -2%
SIMM
973
Stillwater Investment Management (Minnesota)
Minnesota
$2.19M +$5.52K +114 +0.3%
PAIM
974
Punch & Associates Investment Management
Minnesota
$2.19M +$9.59K +198 +0.4%
PAMG
975
Patton Albertson Miller Group
Tennessee
$2.18M +$217K +4,472 +11%

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.