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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
GCM
1426
Glaxis Capital Management
Florida
$489K -$5.19M -107,140 -91%
PRA
1427
Parametric Risk Advisors
Connecticut
$489K -$101K -2,076 -17%
AIM
1428
ADAR Investment Management
New Jersey
$489K +$96.9K +2,000 +25%
AAM
1429
Aureus Asset Management
Massachusetts
$488K -$23.4K -482 -5%
NFG
1430
Nadler Financial Group
Illinois
$488K +$35.4K +730 +8%
ALA
1431
Atherton Lane Advisers
California
$485K +$15.6K +323 +3%
WA
1432
Waverly Advisors
Alabama
$484K +$36.8K +760 +8%
NERM
1433
New England Research & Management
Illinois
$480K +$17K +350 +4%
S
1434
SignatureFD
Georgia
$479K +$23.5K +485 +5%
CFA
1435
Capstone Financial Advisors
Illinois
$478K -$116K -2,400 -20%
GI
1436
Glovista Investments
New Jersey
$472K -$41.2K -850 -8%
CMANY
1437
Capital Management Associates (New York)
New York
$471K -$9.69K -200 -2%
IMOV
1438
Investment Management of Virginia
Virginia
$467K
ARMC
1439
American Research & Management Company
Massachusetts
$466K +$14.6K +301 +3%
TAM
1440
Thornmark Asset Management
Ontario, Canada
$465K +$143K +2,950 +45%
GIA
1441
Granite Investment Advisors
New Hampshire
$463K +$12.7K +263 +3%
Twin Tree Management
1442
Twin Tree Management
Texas
$461K -$1.85M -38,083 -80%
HIM
1443
Hillsdale Investment Management
Ontario, Canada
$460K +$24.2K +500 +6%
FIG
1444
Fusion Investment Group
Pennsylvania
$458K +$44.3K +914 +11%
MCM
1445
McRae Capital Management
New Jersey
$455K -$4.84K -100 -1%
CFG
1446
CKW Financial Group
Hawaii
$451K +$13.6K +280 +3%
AWM
1447
Affinity Wealth Management
Delaware
$447K +$443K +9,140 New
WA
1448
WESPAC Advisors
California
$445K -$241K -4,967 -35%
PIM
1449
Platinum Investment Management
Australia
$439K
SCM
1450
Stonebridge Capital Management
California
$438K -$1.21K -25 -0.3%

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.