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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
SIG
976
Sky Investment Group
Connecticut
$2.18M +$724K +14,953 +51%
WIC
977
Water Island Capital
New York
$2.18M -$17.6M -363,125 -89%
CIM
978
CenturyLink Investment Management
Colorado
$2.17M
DSC
979
Duncker Streett & Co
Missouri
$2.17M +$98.7K +2,037 +5%
SFP
980
Santa Fe Partners
New Mexico
$2.17M -$1.49M -30,661 -41%
BCA
981
Bernzott Capital Advisors
California
$2.16M +$14.5K +300 +0.7%
GCP
982
GSA Capital Partners
United Kingdom
$2.16M -$6.65M -137,240 -76%
HIC
983
Hartline Investment Corp
Illinois
$2.15M -$225K -4,650 -10%
AP
984
Advisor Partners
California
$2.15M +$329K +6,790 +18%
IAM
985
Integre Asset Management
New York
$2.14M -$181K -3,730 -8%
AAM
986
Auxier Asset Management
Oregon
$2.13M -$60.2K -1,243 -3%
MBT
987
Monroe Bank & Trust
Michigan
$2.12M +$25.6K +529 +1%
Edgewood Management
988
Edgewood Management
Connecticut
$2.11M
CHC
989
City Holding Co
West Virginia
$2.11M +$230K +4,747 +13%
ANRIA
990
American National Registered Investment Advisor
Texas
$2.1M -$9.69K -200 -0.5%
ACP
991
Ashfield Capital Partners
California
$2.1M -$83.4K -1,722 -4%
EIM
992
Essex Investment Management
Massachusetts
$2.09M +$114K +2,360 +6%
BE
993
Bonness Enterprises
District of Columbia
$2.09M -$203K -4,183 -9%
SIP
994
Stoneridge Investment Partners
Pennsylvania
$2.08M -$40K -825 -2%
CBN
995
Cadence Bank NA
Texas
$2.08M +$53.2K +1,098 +3%
EIM
996
Emerson Investment Management
Massachusetts
$2.08M -$228K -4,713 -10%
FNBOMD
997
First National Bank of Mount Dora
Florida
$2.08M +$121K +2,500 +6%
HSA
998
HBK Sorce Advisory
Pennsylvania
$2.07M +$200K +4,124 +11%
CC
999
Columbia Capital
California
$2.06M +$23K +474 +1%
VAM
1000
Visionary Asset Management
Texas
$2.05M +$603K +12,455 +42%

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.