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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
TWA
1076
TCI Wealth Advisors
Arizona
$1.65M +$119K +2,466 +8%
BBNB
1077
Baker Boyer National Bank
Washington
$1.64M +$55.9K +1,154 +4%
WIC
1078
Woodmont Investment Counsel
Tennessee
$1.64M -$70.7K -1,460 -4%
CL
1079
CSS LLC
Illinois
$1.63M -$240K -4,948 -13%
HCM
1080
Horrell Capital Management
Arkansas
$1.61M -$39.7K -820 -2%
SFU
1081
Stonehage Fleming (UK)
United Kingdom
$1.61M
CCM
1082
Crossvault Capital Management
Texas
$1.61M +$32.7K +675 +2%
UAS
1083
United Asset Strategies
New York
$1.6M +$205K +4,241 +15%
NAMP
1084
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$1.6M -$72.7K -1,500 -4%
RT
1085
Reliance Trust
Georgia
$1.59M -$110K -2,276 -7%
III
1086
Independent Investors Inc
New York
$1.59M +$963K +19,881 +157%
EA
1087
Emerald Advisers
Pennsylvania
$1.58M -$54.2K -1,118 -3%
RMCM
1088
Reynders McVeigh Capital Management
Massachusetts
$1.58M -$75K -1,549 -5%
ICM
1089
IMS Capital Management
Oregon
$1.58M -$56.2K -1,159 -3%
ACM
1090
Argentus Capital Management
Texas
$1.58M +$220K +4,546 +16%
TBNY
1091
Trustco Bank (New York)
New York
$1.57M -$35.8K -739 -2%
FSA
1092
Franklin Street Advisors
North Carolina
$1.56M +$342K +7,053 +28%
Mariner
1093
Mariner
Kansas
$1.56M +$379K +7,813 +32%
MAM
1094
Meeder Asset Management
Ohio
$1.55M -$11.3K -233 -0.7%
AAM
1095
AR Asset Management
California
$1.55M +$298K +6,143 +24%
GP
1096
Girard Partners
Pennsylvania
$1.54M -$172K -3,551 -10%
OFS
1097
Orrstown Financial Services
Pennsylvania
$1.54M -$28.6K -590 -2%
CPA
1098
Court Place Advisors
Maryland
$1.54M +$2.42K +50 +0.2%
TTWM
1099
TCV Trust & Wealth Management
Virginia
$1.54M +$27.2K +562 +2%
ASN
1100
Advisory Services Network
Georgia
$1.53M -$259K -5,356 -15%

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.