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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
TCM
1451
Tradition Capital Management
New Jersey
$435K -$564K -11,633 -57%
FHC
1452
First Houston Capital
Texas
$435K +$9.69K +200 +2%
CAM
1453
CG Asset Management
New York
$433K -$109K -2,246 -20%
PBT
1454
Pictet Bank & Trust
Bahamas
$433K +$428K +8,843 New
CIM
1455
Calvert Investment Management
Maryland
$431K -$116K -2,400 -21%
SFM
1456
Signature Financial Management
Virginia
$425K +$11.6K +240 +3%
DWM
1457
Destination Wealth Management
California
$424K +$203K +4,198 +94%
PCMK
1458
Paragon Capital Management (Kansas)
Kansas
$416K -$50.5K -1,042 -11%
HCC
1459
Hirtle Callaghan & Co
Pennsylvania
$416K
HCM
1460
Harvest Capital Management
New Hampshire
$416K +$19.4K +400 +5%
CCG
1461
Chatham Capital Group
Georgia
$416K +$36.3K +750 +10%
VNB
1462
Valley National Bancorp
New York
$415K
KFA
1463
Kelleher Financial Advisors
New York
$408K -$19.1K -394 -5%
SHGA
1464
Sand Hill Global Advisors
California
$407K -$24.4K -504 -6%
CL
1465
Croft-Leominster
Maryland
$407K -$11.2K -232 -3%
JCM
1466
Janney Capital Management
Pennsylvania
$403K -$64K -1,321 -14%
FAT
1467
First American Trust
California
$401K +$14.1K +290 +4%
NYLIM
1468
New York Life Investment Management
New York
$401K +$194K +4,000 +95%
DJSG
1469
D.J. St. Germain
Massachusetts
$400K -$6.06K -125 -2%
CD
1470
Carl Domino
Florida
$399K -$3.78K -78 -0.9%
BAM
1471
Brave Asset Management
New Jersey
$397K
LI
1472
Lafayette Investments
Maryland
$397K
LD
1473
Lipe & Dalton
New York
$396K -$53.7K -1,108 -12%
PAM
1474
Premier Asset Management
Illinois
$396K
GAM
1475
Garrison Asset Management
Arkansas
$395K

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.