We are live on ! Find out more

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
BFEC
1101
Benjamin F. Edwards & Company
Missouri
$1.53M -$146K -3,016 -9%
GVT
1102
Genesee Valley Trust
New York
$1.52M +$281K +5,807 +23%
WPP
1103
Whalerock Point Partners
Rhode Island
$1.51M +$84.8K +1,750 +6%
MCM
1104
Monarch Capital Management
Indiana
$1.51M -$17.8K -367 -1%
GIS
1105
Guardian Investor Services
New York
$1.51M +$423K +8,736 +40%
NIMI
1106
Natixis Investment Managers International
France
$1.5M -$6.94M -143,212 -82%
HI
1107
Hudock Inc
Pennsylvania
$1.5M +$7.46K +154 +0.5%
CHJWM
1108
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.5M -$10.3K -212 -0.7%
Envestnet Asset Management
1109
Envestnet Asset Management
Illinois
$1.5M -$1.44M -29,775 -49%
PTCG
1110
Pring Turner Capital Group
California
$1.49M -$41.1K -848 -3%
JG
1111
Jefferies Group
New York
$1.49M -$7.07M -145,989 -83%
BSB
1112
Bangor Savings Bank
Maine
$1.49M +$16K +331 +1%
NIM
1113
Northeast Investment Management
Massachusetts
$1.49M +$206K +4,246 +16%
AAM
1114
Augustine Asset Management
Florida
$1.49M -$3.73K -77 -0.3%
PFM
1115
PacWest Financial Management
Arizona
$1.48M +$48.2K +995 +3%
UR
1116
USCA RIA
Texas
$1.47M +$117K +2,412 +9%
NPF
1117
Norris Perne & French
Michigan
$1.47M +$732K +15,113 +101%
CSUI
1118
Cincinnati Specialty Underwriters Insurance
Ohio
$1.47M
RC
1119
Roundview Capital
New Jersey
$1.46M +$78.6K +1,623 +6%
MCM
1120
Moore Capital Management
New York
$1.46M +$442K +9,131 +44%
GCM
1121
Geneva Capital Management
Wisconsin
$1.45M +$23.8K +492 +2%
SCA
1122
Salient Capital Advisors
Texas
$1.44M -$338K -6,968 -19%
DCM
1123
Donaldson Capital Management
Indiana
$1.44M -$188K -3,879 -12%
HK
1124
Horizon Kinetics
New York
$1.44M +$158K +3,255 +12%
BB
1125
Bell Bank
North Dakota
$1.44M -$62.1K -1,282 -4%

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.