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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
WCM
1501
Windsor Capital Management
Arizona
$363K -$10.2K -210 -3%
MIM
1502
Midwest Investment Management
Ohio
$361K -$29K -598 -7%
DIA
1503
Davidson Investment Advisors
Montana
$359K
TC
1504
Telemus Capital
Michigan
$358K -$51.5K -1,064 -13%
EP
1505
Edgestream Partners
New Jersey
$358K +$355K +7,322 New
MHIC
1506
Marble Harbor Investment Counsel
Massachusetts
$356K -$1.95M -40,314 -85%
KS
1507
Karpas Strategies
Connecticut
$353K
FCH
1508
Freestone Capital Holdings
Washington
$348K -$118K -2,427 -25%
DMC
1509
Drexel Morgan & Co
Pennsylvania
$348K
YP
1510
Yellowstone Partners
Idaho
$348K +$65.5K +1,353 +23%
Kayne Anderson Rudnick Investment Management
1511
Kayne Anderson Rudnick Investment Management
California
$348K +$103K +2,125 +43%
CAM
1512
Chesapeake Asset Management
New York
$343K
RCG
1513
Ruane, Cunniff & Goldfarb
New York
$340K +$29.8K +615 +10%
FGA
1514
Flood Gamble Associates
New York
$339K -$44.7K -923 -12%
LSA
1515
L & S Advisors
California
$339K +$27K +557 +9%
SAM
1516
Summit Asset Management
Tennessee
$338K -$5.52K -114 -2%
PFA
1517
Paradigm Financial Advisors
Missouri
$336K +$126K +2,609 +61%
PGA
1518
Portland Global Advisors
Maine
$335K -$32.3K -666 -9%
SI
1519
Scout Investments
Missouri
$335K +$58.1K +1,200 +21%
GAG
1520
GM Advisory Group
New York
$333K +$22.7K +468 +7%
SNBOSD
1521
Security National Bank of So Dak
Iowa
$332K +$24.7K +509 +8%
ACP
1522
Aviance Capital Partners
Florida
$332K +$86.8K +1,792 +36%
BA
1523
Bridgewater Advisors
New York
$331K -$28.4K -586 -8%
ACM
1524
Ashford Capital Management
Delaware
$331K
SL
1525
Summitry LLC
California
$329K -$14.5K -300 -4%

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.