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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
PL
1276
Parthenon LLC
Kentucky
$882K -$149K -3,070 -15%
CG
1277
Colony Group
Massachusetts
$880K +$40.6K +838 +5%
YMRC
1278
Yorktown Management & Research Company
Virginia
$875K
BIM
1279
Beach Investment Management
Pennsylvania
$875K +$866K +17,880 New
PVWM
1280
Point View Wealth Management
New Jersey
$871K -$102K -2,102 -11%
CRC
1281
Curi RMB Capital
Illinois
$871K -$76.2K -1,572 -8%
ROTUOC
1282
Regents of the University of California
California
$868K +$859K +17,735 New
GT
1283
Greenleaf Trust
Michigan
$867K -$417K -8,603 -33%
HA
1284
Hamel Associates
New Jersey
$864K +$40K +825 +5%
PIA
1285
Peachtree Investment Advisors
Georgia
$859K -$17K -351 -2%
FIM
1286
Fruth Investment Management
Texas
$858K
MWM
1287
Modera Wealth Management
New Jersey
$856K +$6.2K +128 +0.7%
CM
1288
Churchill Management
California
$854K +$846K +17,456 New
MVA
1289
Mount Vernon Associates
Maryland
$853K +$21.8K +450 +3%
WI
1290
Wedgewood Investors
Pennsylvania
$845K +$121K +2,493 +17%
LCM
1291
Lucas Capital Management
New Jersey
$842K +$54.7K +1,130 +7%
MWP
1292
MYCIO Wealth Partners
Pennsylvania
$841K +$25.1K +519 +3%
FWM
1293
Focused Wealth Management
New York
$840K +$10.7K +220 +1%
SCM
1294
SOL Capital Management
Maryland
$829K -$15.3K -315 -2%
KLWA
1295
Kelly Lawrence W & Associates
California
$825K -$24.7K -510 -3%
SFSIG
1296
San Francisco Sentry Investment Group
California
$823K -$614K -12,678 -43%
MHIM
1297
MacNealy Hoover Investment Management
Ohio
$821K +$58.1K +1,200 +8%
MFIMFI
1298
Mesirow Financial Investment Management - Fixed Income
Illinois
$814K -$912K -18,822 -53%
JWM
1299
Jacobus Wealth Management
Wisconsin
$813K
BDF
1300
Balasa Dinverno & Foltz
$807K +$67.9K +1,401 +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.