We are live on ! Find out more

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
PAA
1401
Peregrine Asset Advisers
Oregon
$543K -$4.84K -100 -0.9%
BP
1402
Ballentine Partners
Massachusetts
$543K +$105K +2,170 +24%
NEIRG
1403
New England Investment & Retirement Group
Massachusetts
$537K +$30.6K +631 +6%
WIL
1404
Winifred I. Li
$529K -$18.4K -379 -3%
HEIP
1405
Hudson Edge Investment Partners
New Jersey
$526K +$31.7K +655 +6%
PCM
1406
Prelude Capital Management
New York
$525K -$1.21M -24,976 -70%
NC
1407
NewSquare Capital
Pennsylvania
$525K +$34.6K +714 +7%
EML
1408
Eos Management LP
New York
$525K +$242K +5,000 +87%
TAM
1409
Trillium Asset Management
Massachusetts
$524K -$2.42M -49,915 -82%
HF
1410
Hoxton Financial
West Virginia
$522K +$26.4K +544 +5%
HCM
1411
Hilton Capital Management
New York
$513K -$5.47K -113 -1%
IFS
1412
Ifrah Financial Services
Arkansas
$511K -$1.99K -41 -0.4%
CFA
1413
Cahill Financial Advisors
Minnesota
$508K +$23.3K +481 +5%
RGNCM
1414
R.G. Niederhoffer Capital Management
New York
$504K +$499K +10,300 New
BFC
1415
Blue Fin Capital
Rhode Island
$501K -$28.2K -582 -5%
Fayez Sarofim & Co
1416
Fayez Sarofim & Co
Texas
$498K +$581 +12 +0.1%
SAA
1417
Southeast Asset Advisors
Georgia
$498K +$16.9K +348 +4%
HHGA
1418
Halbert Hargrove Global Advisors
California
$495K +$40.2K +830 +9%
MHS
1419
M Holdings Securities
Oregon
$495K +$120K +2,479 +32%
ZCI
1420
Zevenbergen Capital Investments
Washington
$493K -$3.63K -75 -0.7%
SWA
1421
SFMG Wealth Advisors
Texas
$493K +$5.81K +120 +1%
NAM
1422
North American Management
Massachusetts
$492K -$579K -11,958 -54%
DDPIC
1423
Deroy & Devereaux Private Investment Counsel
Michigan
$491K -$75.9K -1,566 -14%
LWCFA
1424
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$491K +$5.09K +105 +1%
ANTB
1425
AMG National Trust Bank
Colorado
$490K +$35.3K +729 +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.