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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
FTI
1326
Fiduciary Trust International
Massachusetts
$708K -$225K -4,640 -24%
SFG
1327
SNS Financial Group
Minnesota
$707K +$253K +5,227 +57%
MC
1328
Mathes Company
New York
$706K -$155K -3,200 -18%
HC
1329
Highmount Capital
New York
$705K -$254K -5,247 -27%
LNC
1330
Lincoln National Corp
Pennsylvania
$702K +$9.45K +195 +1%
HCA
1331
Horan Capital Advisors
Ohio
$700K +$82.3K +1,698 +13%
ADBIC
1332
A.D. Beadell Investment Counsel
Wisconsin
$696K
DBIA
1333
Dumont & Blake Investment Advisors
New Jersey
$693K
MBT
1334
Montecito Bank & Trust
California
$691K +$151K +3,114 +28%
PAWC
1335
P.A.W. Capital
Connecticut
$685K
IMS
1336
Index Management Solutions
Pennsylvania
$685K +$419K +8,650 +161%
BWM
1337
Baystate Wealth Management
Massachusetts
$678K -$20.3K -419 -3%
PC
1338
Pecaut & Co
Iowa
$675K +$669K +13,800 New
BSW
1339
Buckingham Strategic Wealth
Missouri
$674K -$12.2K -252 -2%
DIP
1340
DT Investment Partners
Pennsylvania
$672K +$86.5K +1,786 +15%
NAM
1341
Needelman Asset Management
California
$671K
RHDIC
1342
R.H. Dinel Investment Counsel
California
$671K
ACH
1343
ArrowMark Colorado Holdings
Colorado
$670K
AC
1344
Avenir Corporation
Virginia
$670K +$664K +13,700 New
BHB
1345
Bank Hapoalim BM
Israel
$669K +$22.7K +468 +4%
TIA
1346
Tiemann Investment Advisors
California
$664K +$242 +5 +0%
Jacobs Levy Equity Management
1347
Jacobs Levy Equity Management
New Jersey
$663K -$13.2M -272,980 -95%
FWP
1348
FAS Wealth Partners
Kansas
$661K -$153K -3,151 -19%
BCM
1349
BTR Capital Management
California
$659K
LA
1350
Lynch & Associates
Indiana
$657K +$51K +1,052 +8%

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.