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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
MSE
1226
MUFG Securities EMEA
United Kingdom
$1.06M -$8.48M -175,000 -89%
PAM
1227
Private Asset Management
California
$1.05M -$581 -12 -0.1%
EFSCE
1228
Enterprise Financial Services Corp (EFSC)
Missouri
$1.04M -$9.4K -194 -0.9%
ARMT
1229
Amica Retiree Medical Trust
Rhode Island
$1.04M
BWP
1230
Baldwin Wealth Partners
Massachusetts
$1.04M +$14.2K +294 +1%
LOAMS
1231
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.04M +$1.03M +21,319 New
KWMG
1232
King Wealth Management Group
Florida
$1.03M +$58K +1,198 +6%
YIA
1233
YHB Investment Advisors
Connecticut
$1.03M +$60.6K +1,251 +6%
TH
1234
TCTC Holdings
Texas
$1.03M -$33.9K -700 -3%
NME
1235
Notis-McConarty Edward
$1.02M
PI
1236
Pettee Investors
Connecticut
$1.02M -$33.9K -700 -3%
BTW
1237
Boston Trust Walden
Massachusetts
$1.01M -$19.5K -403 -2%
SAM
1238
SignalPoint Asset Management
Missouri
$1.01M +$47.7K +984 +5%
CTI
1239
Community Trust & Investment
Kentucky
$1.01M -$51.8K -1,070 -5%
SOAMC
1240
Spirit of America Management Corp
New York
$1M
BST
1241
Bath Savings Trust
Maine
$1M +$1.45K +30 +0.1%
BBI
1242
Baxter Bros Inc
Connecticut
$995K +$200K +4,118 +25%
HPBT
1243
High Point Bank & Trust
North Carolina
$994K +$36.3K +750 +4%
Bessemer Group
1244
Bessemer Group
New Jersey
$994K +$80K +1,651 +9%
BHA
1245
Beech Hill Advisors
New York
$993K +$453K +9,345 +85%
FHB
1246
First Hawaiian Bank
Hawaii
$990K -$43.1K -890 -4%
JIC
1247
Joel Isaacson & Co
New York
$986K +$5.81K +120 +0.6%
CC
1248
Cadinha & Co
Hawaii
$977K +$48.7K +1,006 +5%
CCB
1249
Cutter & Co Brokerage
Missouri
$969K -$21.7K -448 -2%
ACM
1250
Avalon Capital Management
California
$962K -$76.9K -1,587 -7%

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.