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
EHWM
1151
Eads & Heald Wealth Management
Georgia
$1.33M +$91.9K +1,896 +7%
BVDMP
1152
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$1.33M +$281K +5,799 +27%
MC
1153
Miles Capital
Iowa
$1.33M -$34K -702 -3%
WKWM
1154
Walter & Keenan Wealth Management
Indiana
$1.32M +$52.7K +1,087 +4%
NCM
1155
Narwhal Capital Management
Georgia
$1.3M +$11.9K +245 +0.9%
BWAM
1156
Boyd Watterson Asset Management
Ohio
$1.3M -$77K -1,590 -6%
CPIM
1157
Columbia Partners Investment Management
Virginia
$1.3M +$4.55K +94 +0.4%
CCS
1158
Crosspoint Capital Strategies
California
$1.3M +$99K +2,044 +9%
RFS
1159
Rockefeller Financial Services
New York
$1.3M +$126K +2,599 +11%
SWM
1160
SVA Wealth Management
Wisconsin
$1.3M +$108K +2,230 +9%
SCM
1161
Sterneck Capital Management
Missouri
$1.29M -$313K -6,465 -20%
PM
1162
Penbrook Management
New York
$1.28M -$859K -17,724 -40%
WCM
1163
Wisconsin Capital Management
Wisconsin
$1.28M -$24.2K -500 -2%
SFSG
1164
Stearns Financial Services Group
North Carolina
$1.28M +$12.7K +262 +1%
TNB
1165
Thomasville National Bank
Georgia
$1.28M +$85.3K +1,760 +7%
VCAM
1166
Van Cleef Asset Management
Ohio
$1.26M +$12.2K +251 +1%
FPA
1167
Fieldpoint Private Advisors
New York
$1.26M -$197K -4,070 -14%
RGC
1168
Roberts, Glore & Co
Illinois
$1.26M +$1.26K +26 +0.1%
IA
1169
Icon Advisers
Colorado
$1.26M +$1.25M +25,700 New
DY
1170
Dowling & Yahnke
California
$1.25M -$399K -8,226 -24%
AB
1171
AT Bancorp
Iowa
$1.25M +$7.22K +149 +0.6%
KCPG
1172
Kavar Capital Partners Group
Kansas
$1.25M +$37.3K +770 +3%
CCT
1173
Country Club Trust
Missouri
$1.24M -$240K -4,950 -16%
LCM
1174
Liberty Capital Management
Michigan
$1.24M -$47.3K -977 -4%
HPIA
1175
Hamilton Point Investment Advisors
North Carolina
$1.22M -$3.88K -80 -0.3%

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.