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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
MC
1201
Middleton & Co
Massachusetts
$1.14M +$60.3K +1,245 +6%
VHAM
1202
Van Hulzen Asset Management
California
$1.14M +$736K +15,200 +187%
WIS
1203
Wright Investors Service
Connecticut
$1.14M -$497K -10,265 -31%
ICM
1204
IronBridge Capital Management
Illinois
$1.14M
OWD
1205
Osborn Williams & Donohoe
Ohio
$1.13M -$9.54K -197 -0.9%
HL
1206
HeadInvest LLC
Maine
$1.12M +$42.3K +873 +4%
CK
1207
Cohen Klingenstein
New York
$1.12M
TAM
1208
Taurus Asset Management
New York
$1.11M -$109K -2,252 -9%
NAMA
1209
Nikko Asset Management Americas
New York
$1.11M
IIM
1210
Ipswich Investment Management
Massachusetts
$1.11M +$250K +5,166 +29%
TWM
1211
Torch Wealth Management
Ohio
$1.11M +$9.69K +200 +0.9%
SJIM
1212
St. Johns Investment Management
Florida
$1.11M +$7.51K +155 +0.7%
NEPWA
1213
New England Private Wealth Advisors
Massachusetts
$1.11M -$61.5K -1,269 -5%
RMDI
1214
R.M. Davis Inc
Maine
$1.11M -$25K -517 -2%
VNIM
1215
Vaughan Nelson Investment Management
Texas
$1.11M
CFMC
1216
Curbstone Financial Management Corp
New Hampshire
$1.11M +$54.5K +1,125 +5%
SFA
1217
Sequoia Financial Advisors
Ohio
$1.1M +$295K +6,081 +37%
SFI
1218
SPC Financial Inc
Maryland
$1.1M +$770K +15,885 +238%
OC
1219
Oarsman Capital
Wisconsin
$1.1M +$337K +6,952 +45%
MIC
1220
MU Investments Company
Japan
$1.1M -$131K -2,700 -11%
BOC
1221
Barbara Oil Co
Illinois
$1.1M
PMG
1222
ProVise Management Group
Florida
$1.1M -$198K -4,087 -15%
OH
1223
Orbis Holdings
Bermuda
$1.09M -$101M -2,077,888 -99%
AWA
1224
AmeriServ Wealth Advisors
Pennsylvania
$1.08M -$41.4K -854 -4%
FMWA
1225
Forvis Mazars Wealth Advisors
Missouri
$1.06M -$102K -2,108 -9%

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.