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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
FMB
1126
Field & Main Bank
Kentucky
$1.44M +$9.84K +203 +0.7%
PCA
1127
Private Capital Advisors
Connecticut
$1.44M -$52.1K -1,075 -4%
AIM
1128
Aspen Investment Management
Michigan
$1.43M -$40.3K -832 -3%
CNC
1129
Citizens & Northern Corp
Pennsylvania
$1.43M +$4.12K +85 +0.3%
CCP
1130
Clarkston Capital Partners
Michigan
$1.43M -$126K -2,600 -8%
GLA
1131
Great Lakes Advisors
Illinois
$1.43M +$211K +4,352 +18%
CG
1132
Clinton Group
New York
$1.42M +$921K +19,000 +188%
ACI
1133
Alpha Cubed Investments
California
$1.41M -$42.1K -868 -3%
CCM
1134
Cutler Capital Management
Massachusetts
$1.41M -$10.5K -216 -0.7%
SCM
1135
Southport Capital Management
Tennessee
$1.41M +$568K +11,719 +69%
MBTD
1136
Mechanics Bank - Trust Department
California
$1.4M -$180K -3,716 -12%
AUIM
1137
Aegon USA Investment Management
Iowa
$1.39M
RCM
1138
RNC Capital Management
California
$1.38M -$50.5K -1,043 -4%
VCAM
1139
Valentine Capital Asset Management
California
$1.38M +$40.7K +841 +3%
DIA
1140
Dean Investment Associates
Ohio
$1.38M +$946K +19,529 +226%
TIM
1141
Thompson Investment Management
Wisconsin
$1.38M +$21.9K +452 +2%
AC
1142
Alexandria Capital
Virginia
$1.38M +$7.22K +149 +0.5%
TC
1143
Travelers Companies
Minnesota
$1.37M
ZCA
1144
Zeke Capital Advisors
Pennsylvania
$1.36M -$1.3M -26,777 -49%
Fisher Asset Management
1145
Fisher Asset Management
Washington
$1.36M -$220K -4,547 -14%
BA
1146
Bennicas & Associates
California
$1.36M -$19.4K -400 -1%
GCA
1147
Gideon Capital Advisors
New York
$1.36M -$75.1K -1,550 -5%
GHA
1148
GW Henssler & Associates
Georgia
$1.35M -$419K -8,645 -24%
PRHC
1149
P.R. Herzig & Co
New York
$1.35M +$1.34M +27,584 New
BHIA
1150
Birch Hill Investment Advisors
Massachusetts
$1.34M -$211K -4,351 -14%

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.