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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
DWA
1051
Douglass Winthrop Advisors
New York
$1.78M +$28.5K +589 +2%
DP
1052
Dearborn Partners
Illinois
$1.78M +$36.5K +754 +2%
IAS
1053
IMA Advisory Services
Colorado
$1.78M -$388K -8,013 -18%
EAM
1054
EULAV Asset Management
Florida
$1.77M
PAM
1055
Palisade Asset Management
Minnesota
$1.76M +$4.55K +94 +0.3%
FI
1056
FCM Investments
Texas
$1.76M -$19.4K -400 -1%
SSWM
1057
Sheets Smith Wealth Management
North Carolina
$1.76M +$24.6K +507 +1%
WCM
1058
Washington Capital Management
Washington
$1.75M +$274K +5,650 +19%
SACTSONJ
1059
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.75M
BCM
1060
Boltwood Capital Management
California
$1.75M +$213K +4,404 +14%
PCM
1061
Princeton Capital Management
New Jersey
$1.73M +$19.3K +398 +1%
FAB
1062
First American Bank
Illinois
$1.73M +$82.8K +1,710 +5%
OPCM
1063
Osborne Partners Capital Management
California
$1.73M -$448K -9,246 -21%
DCM
1064
Dinsmore Capital Management
New Jersey
$1.73M
EWM
1065
Endurance Wealth Management
Rhode Island
$1.72M +$240K +4,956 +16%
EEG
1066
E.E. Geduld
$1.72M
ACM
1067
Alta Capital Management
Utah
$1.7M +$233K +4,803 +16%
ACI
1068
Advance Capital I
Michigan
$1.69M +$1.68M +34,600 New
GF
1069
Gerstein Fisher
New York
$1.69M +$5.72K +118 +0.3%
CWM
1070
Confluence Wealth Management
Oregon
$1.68M +$242K +4,996 +17%
BHBT
1071
Burke & Herbert Bank & Trust
Virginia
$1.68M -$69.1K -1,427 -4%
WAM
1072
Weatherly Asset Management
California
$1.68M -$98.3K -2,029 -6%
CIC
1073
Cincinnati Indemnity Company
Ohio
$1.68M
MCM
1074
Manchester Capital Management
Vermont
$1.68M +$52.9K +1,091 +3%
OIA
1075
Optimum Investment Advisors
Illinois
$1.66M +$282K +5,817 +21%

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.