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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
CFA
1376
Carroll Financial Associates
North Carolina
$598K -$5.23K -108 -0.9%
VNA
1377
VNBTrust National Association
Virginia
$597K -$9.69K -200 -2%
DBT
1378
Dubuque Bank & Trust
Iowa
$593K +$120K +2,477 +26%
RC
1379
Reik & Co
New York
$591K +$21.9K +453 +4%
SAM
1380
Strategy Asset Managers
California
$591K +$128K +2,635 +28%
PAG
1381
Pinnacle Advisory Group
Maryland
$590K +$281K +5,790 +92%
FBC
1382
Fairfield, Bush & Co
Connecticut
$584K +$306K +6,325 +113%
BCM
1383
Beck Capital Management
Texas
$579K +$37.4K +772 +7%
SGK
1384
Steigerwald Gordon & Koch
Virginia
$572K -$150K -3,089 -18%
ZTNA
1385
Zions Trust National Association
Utah
$572K -$52.6K -1,085 -8%
HR
1386
Howe & Rusling
New York
$571K -$325K -6,711 -36%
EWM
1387
Evermay Wealth Management
Virginia
$571K +$184K +3,800 +48%
AIC
1388
Atlantic Investment Company
Georgia
$570K +$9.69K +200 +2%
CAG
1389
Crestwood Advisors Group
Massachusetts
$570K +$36.3K +749 +7%
NMIFOAC
1390
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$568K
JWA
1391
JFS Wealth Advisors
Pennsylvania
$566K -$115K -2,374 -17%
MA
1392
MCF Advisors
Kentucky
$565K +$1.99K +41 +0.3%
UBWV
1393
United Bank (West Virginia)
West Virginia
$562K -$62.6K -1,293 -10%
ST
1394
Sabal Trust
Florida
$562K +$30.1K +621 +6%
TCB
1395
Texas Capital Bancshares
Texas
$562K +$309K +6,380 +125%
PHS
1396
Pekin Hardy Strauss
Illinois
$557K +$49K +1,012 +10%
GWM
1397
Greenwich Wealth Management
Connecticut
$556K +$35.1K +724 +7%
BJL
1398
Brighton Jones LLC
Washington
$554K +$2.62K +54 +0.5%
Dodge & Cox
1399
Dodge & Cox
California
$551K -$166K -3,419 -23%
DAC
1400
Dividend Assets Capital
South Carolina
$544K +$3.58K +74 +0.7%

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.