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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
CCA
1251
Checchi Capital Advisers
California
$961K +$231K +4,768 +32%
HCMT
1252
Highland Capital Management (Tennessee)
Tennessee
$954K -$7.8K -161 -0.8%
RIA
1253
Regal Investment Advisors
Michigan
$953K -$35.8K -739 -4%
EGA
1254
Eagle Global Advisors
Texas
$951K +$8.09K +167 +0.9%
AF
1255
Allworth Financial
California
$947K -$41.4K -855 -4%
MMG
1256
Monetary Management Group
Missouri
$946K -$1.42M -29,391 -60%
ECM
1257
EagleClaw Capital Management
Massachusetts
$946K +$34.3K +708 +4%
PH
1258
Pinnacle Holdings
Oklahoma
$943K -$13.6K -281 -1%
HCM
1259
Hengehold Capital Management
Ohio
$940K -$65.3K -1,348 -7%
MGIA
1260
Moneta Group Investment Advisors
Missouri
$932K +$176K +3,635 +24%
SC
1261
Savant Capital
Illinois
$929K -$1.65K -34 -0.2%
CAM
1262
Cubic Asset Management
Massachusetts
$929K +$17.7K +366 +2%
BFPW
1263
BOK Financial Private Wealth
Colorado
$927K +$58.4K +1,205 +7%
PMFA
1264
Plante Moran Financial Advisors
Michigan
$919K +$246K +5,080 +37%
KIA
1265
Kopp Investment Advisors
Minnesota
$913K -$6.78K -140 -0.7%
HW
1266
Hancock Whitney
Mississippi
$907K -$464K -9,570 -34%
BAM
1267
Berkshire Asset Management
Pennsylvania
$907K +$24.2K +500 +3%
DIA
1268
Denver Investment Advisors
Colorado
$906K +$85.8K +1,770 +11%
WA
1269
WBH Advisory
Maryland
$904K -$3K -62 -0.3%
QIM
1270
Quest Investment Management
Oregon
$901K +$95K +1,960 +12%
OAM
1271
Occidental Asset Management
California
$897K
WCF
1272
West Coast Financial
California
$895K +$50K +1,032 +6%
MFBTD
1273
MB Financial Bank - Trust Department
Illinois
$892K +$43.6K +900 +5%
IIC
1274
Ironwood Investment Counsel
Arizona
$887K +$72.1K +1,488 +9%
P
1275
Pitcairn
Pennsylvania
$885K -$198K -4,078 -18%

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.