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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
CL
1351
CPWM LLC
Washington
$654K +$10.7K +220 +2%
PP
1352
Paloma Partners
Connecticut
$651K -$728K -15,027 -53%
LPC
1353
Loeb Partners Corp
New York
$650K -$484K -10,000 -43%
1GA
1354
1st Global Advisors
Texas
$650K +$32.2K +665 +5%
LWM
1355
Lyons Wealth Management
Florida
$646K +$229K +4,733 +56%
BIM
1356
Baldwin Investment Management
Pennsylvania
$643K +$15.4K +317 +2%
SCP
1357
Sandhill Capital Partners
New York
$639K +$20.9K +431 +3%
MIG
1358
Mariner Investment Group
New York
$636K +$145K +3,000 +30%
IC
1359
Inverness Counsel
New York
$635K +$10.5K +216 +2%
HTHT
1360
Hemenway Trust Hemenway Trust
New Hampshire
$629K -$81.2K -1,677 -12%
GA
1361
GFS Advisors
Texas
$627K +$76.4K +1,577 +14%
PLFAM
1362
Pineno Levin & Ford Asset Management
Virginia
$624K
PIM
1363
Parasol Investment Management
Illinois
$623K +$368K +7,598 +148%
FA
1364
FCG Advisors
New Jersey
$620K -$1.02K -21 -0.2%
BAM
1365
Boyar Asset Management
New York
$617K -$19.4K -400 -3%
IAA
1366
Ironsides Asset Advisors
North Carolina
$616K +$610K +12,592 New
PAM
1367
Princeton Alpha Management
New Jersey
$615K -$515K -10,626 -46%
AWM
1368
Altavista Wealth Management
North Carolina
$615K -$18.7K -385 -3%
WKA
1369
Wilson Kemp & Associates
Michigan
$614K -$19.4K -400 -3%
SIM
1370
SSI Investment Management
California
$613K -$201K -4,151 -25%
DAM
1371
Doheny Asset Management
California
$610K
CWP
1372
Capital Wealth Planning
Florida
$610K +$604K +12,460 New
EWM
1373
Elite Wealth Management
Washington
$604K +$433K +8,939 +262%
SIC
1374
Salem Investment Counselors
North Carolina
$603K +$16.2K +334 +3%
BCM
1375
Brookstone Capital Management
Illinois
$603K +$64.7K +1,336 +12%

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.