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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
TCM
1301
Telos Capital Management
California
$806K -$79.9K -1,650 -9%
WRM
1302
Westport Resources Management
Connecticut
$806K -$1.89K -39 -0.2%
SAMC
1303
Shinko Asset Management Company
Japan
$804K -$14.5K -300 -2%
ST
1304
Spinnaker Trust
Maine
$796K -$127K -2,630 -14%
CASB
1305
Cape Ann Savings Bank
Massachusetts
$793K +$103K +2,136 +15%
SAS
1306
Spectrum Advisory Services
Georgia
$784K
FHC
1307
First Heartland Consultants
Missouri
$781K -$7.17K -148 -0.9%
PIP
1308
Palisades Investment Partners
California
$778K -$262K -5,400 -25%
JPMIA
1309
J.P. Marvel Investment Advisors
Massachusetts
$774K +$394K +8,130 +106%
HBT
1310
Hills Bank & Trust
Iowa
$771K +$18.5K +382 +2%
WC
1311
Whitnell & Co
Illinois
$769K +$6.1K +126 +0.8%
DD
1312
Dominick & Dominick
New York
$765K +$291 +6 +0%
MDCM
1313
Morgan Dempsey Capital Management
Wisconsin
$763K +$8.24K +170 +1%
MAA
1314
Mraz Amerine & Associates
California
$751K -$242 -5 -0%
ST
1315
Somerset Trust
Pennsylvania
$749K -$59.9K -1,237 -7%
CAS
1316
CTC Alternative Strategies
Illinois
$749K +$96.9K +2,000 +15%
KTC
1317
Kistler-Tiffany Companies
Pennsylvania
$747K +$5.96K +123 +0.8%
AWS
1318
Aris Wealth Services
Pennsylvania
$747K +$22.1K +456 +3%
BCM
1319
Birmingham Capital Management
Alabama
$745K +$75.1K +1,550 +11%
HJGA
1320
Hardman Johnston Global Advisors
Connecticut
$744K
TCMG
1321
TSP Capital Management Group
New Jersey
$738K +$731K +15,083 New
FBP
1322
Flippin Bruce & Porter
Virginia
$735K -$402K -8,300 -36%
WCBA
1323
Weaver C. Barksdale & Associates
Tennessee
$722K
SPC
1324
Stewart & Patten Company
California
$721K -$24K -495 -3%
W
1325
Wealthfront
California
$710K +$333K +6,880 +93%

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.