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
ANB
1176
Amarillo National Bank
Texas
$1.22M
ANBTV
1177
American National Bank & Trust (Virginia)
Virginia
$1.22M +$771K +15,908 +176%
BSWMG
1178
Barrington Strategic Wealth Management Group
Illinois
$1.22M +$16.2K +335 +1%
SIM
1179
Sterling Investment Management
Arizona
$1.22M +$1.84K +38 +0.2%
TCM
1180
Tran Capital Management
California
$1.21M -$622K -12,848 -34%
PGIM
1181
Pacific Global Investment Management
California
$1.21M +$165K +3,400 +16%
AF
1182
Aldebaran Financial
$1.21M +$1.2M +24,763 New
GCAC
1183
Guardian Capital Advisors (Canada)
Ontario, Canada
$1.21M -$41.5K -857 -3%
CCM
1184
CrestPoint Capital Management
Missouri
$1.2M -$509K -10,500 -30%
ACS
1185
Archford Capital Strategies
Illinois
$1.2M +$586K +12,090 +97%
HH
1186
Hilltop Holdings
Texas
$1.2M -$95.6K -1,973 -7%
BTNA
1187
Bremer Trust National Association
Minnesota
$1.19M -$329K -6,796 -22%
RCAG
1188
Rehmann Capital Advisory Group
Michigan
$1.19M +$233K +4,799 +25%
VST
1189
Van Strum & Towne
California
$1.19M -$27.7K -571 -2%
CIS
1190
Capital International Sarl
California
$1.18M +$70.3K +1,452 +6%
SP
1191
Sarasin & Partners
United Kingdom
$1.18M -$2.21M -45,564 -65%
SAM
1192
Shamrock Asset Management
Texas
$1.18M -$1.99K -41 -0.2%
CWM
1193
Calamos Wealth Management
Illinois
$1.17M +$542K +11,180 +87%
BOS
1194
Bank of Stockton
California
$1.17M +$9.35K +193 +0.8%
PFBT
1195
Parkside Financial Bank & Trust
Missouri
$1.15M +$38.9K +803 +4%
GLI
1196
Guardian Life Insurance
New York
$1.15M +$9.88K +204 +0.9%
SSG
1197
Summit Securities Group
New York
$1.15M +$1.01M +20,838 +801%
MIU
1198
Man Investments (UK)
United Kingdom
$1.15M +$1.14M +23,430 New
CCA
1199
Cobblestone Capital Advisors
New York
$1.15M -$133K -2,750 -11%
PCA
1200
Peddock Capital Advisors
Massachusetts
$1.14M +$38.6K +796 +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.