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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
PCM
1026
Pentwater Capital Management
Florida
$1.94M +$1.69M +34,919 +733%
PTC
1027
Private Trust Company
Ohio
$1.94M +$194K +4,001 +11%
FCCM
1028
First City Capital Management
Georgia
$1.94M -$30K -619 -2%
CICI
1029
Capital Investment Counsel Inc
North Carolina
$1.93M -$110K -2,276 -5%
PWM
1030
Perigon Wealth Management
California
$1.93M +$908K +18,742 +91%
FUBT
1031
First United Bank & Trust
Maryland
$1.92M +$97.9K +2,021 +5%
WSC
1032
Wellington Shields & Co
New York
$1.92M +$4.84K +100 +0.3%
SSI
1033
Scott & Selber Inc
Texas
$1.9M -$17.1K -354 -0.9%
EWM
1034
Edge Wealth Management
New York
$1.89M +$764K +15,772 +69%
SC
1035
Schulhoff & Co
Ohio
$1.89M -$100K -2,071 -5%
SCA
1036
Stonebridge Capital Advisors
Minnesota
$1.88M +$148K +3,060 +9%
GLRA
1037
Gerald L. Ray & Associates
Texas
$1.87M -$13.2K -273 -0.7%
WOC
1038
West Oak Capital
California
$1.87M -$72.2K -1,491 -4%
BB
1039
Busey Bank
Illinois
$1.85M -$4.12K -85 -0.2%
AWP
1040
Ascent Wealth Partners
New York
$1.85M +$31.7K +655 +2%
WA
1041
Wheatland Advisors
Pennsylvania
$1.85M -$9.64K -199 -0.5%
KC
1042
Kingfisher Capital
North Carolina
$1.85M -$146K -3,015 -7%
AI
1043
Atria Investments
North Carolina
$1.84M +$181K +3,729 +11%
FDS
1044
First Dallas Securities
Texas
$1.83M +$325K +6,706 +22%
LNWWM
1045
Laird Norton Wetherby Wealth Management
California
$1.81M +$43.9K +906 +3%
FA
1046
Fagan Associates
New York
$1.8M +$126K +2,609 +8%
MIM
1047
Miller Investment Management
Pennsylvania
$1.8M -$36.3K -750 -2%
BCM
1048
Bluefin Capital Management
New York
$1.8M +$903K +18,640 +104%
HB
1049
Homrich & Berg
Georgia
$1.79M -$608K -12,556 -26%
CHAM
1050
Clear Harbor Asset Management
Connecticut
$1.79M +$492K +10,155 +38%

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.