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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
MCC
1001
Mid Continent Capital
Illinois
$2.05M +$436K +9,006 +27%
NAM
1002
NorthCoast Asset Management
Connecticut
$2.04M -$10.2K -210 -0.5%
FCFC
1003
First Commonwealth Financial Corp
Pennsylvania
$2.04M +$16.4K +339 +0.8%
BC
1004
Burney Company
Virginia
$2.04M +$137K +2,821 +7%
AR
1005
Advisory Research
Illinois
$2.02M +$380K +7,852 +23%
KT
1006
Kanaly Trust
Texas
$2.02M +$31.7K +654 +2%
FMC
1007
First Merchants Corp
Indiana
$2.01M -$184K -3,803 -8%
FFC
1008
First Financial Corp
Indiana
$2.01M +$136K +2,799 +7%
PWAP
1009
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$2M +$21.7K +447 +1%
MRCM
1010
M&R Capital Management
New Jersey
$2M +$90.7K +1,873 +5%
GIA
1011
GHP Investment Advisors
Colorado
$2M +$95.9K +1,980 +5%
DAM
1012
Delta Asset Management
Tennessee
$2M +$138K +2,840 +7%
IFB
1013
iAB Financial Bank
Indiana
$1.99M -$22.3K -461 -1%
WIC
1014
Wilkins Investment Counsel
Massachusetts
$1.99M
WSTAM
1015
Wilbanks Smith & Thomas Asset Management
Virginia
$1.99M +$59.2K +1,222 +3%
GCIA
1016
Gabelli & Co Investment Advisers
New York
$1.99M -$2.02M -41,669 -51%
CBT
1017
Central Bank & Trust
Kentucky
$1.97M +$105K +2,167 +6%
ECM
1018
ETrade Capital Management
Virginia
$1.97M +$272K +5,619 +16%
IB
1019
Intrust Bank
Kansas
$1.97M -$10.3K -213 -0.5%
HFM
1020
Hartford Financial Management
Connecticut
$1.96M -$231K -4,765 -11%
FC
1021
FIC Capital
New York
$1.96M -$1.26M -25,956 -39%
BMM
1022
Buffington Mohr McNeal
Idaho
$1.96M +$15.9K +328 +0.8%
PFS
1023
Prospera Financial Services
Texas
$1.96M +$93.7K +1,935 +5%
PTB
1024
Pioneer Trust Bank
Oregon
$1.95M +$2.42K +50 +0.1%
CBU
1025
CIBC Bank USA
Illinois
$1.95M +$211K +4,352 +12%

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.