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
Two Sigma Investments
1526
Two Sigma Investments
New York
$328K -$81.1M -1,673,707 -100%
SG
1527
Somerset Group
Minnesota
$328K
HCMNY
1528
Howard Capital Management (New York)
New York
$324K -$7.99K -165 -2%
PCM
1529
Perkins Capital Management
Minnesota
$323K
SCG
1530
Strategic Capital Group
Washington
$319K -$233K -4,805 -42%
AMM
1531
American Money Management
California
$314K -$23K -474 -7%
CA
1532
Capital Advantage
California
$314K -$5.57K -115 -2%
DVM
1533
Dreman Value Management
Florida
$312K +$215K +4,428 +227%
GAM
1534
Gemmer Asset Management
California
$310K +$4.46K +92 +1%
OAM
1535
Oberweis Asset Management
Illinois
$308K +$436 +9 +0.1%
TCM
1536
Tradewinds Capital Management
Washington
$307K -$20.2K -417 -6%
OC
1537
Oakworth Capital
Alabama
$307K -$2.91K -60 -0.9%
MPWT
1538
MassMutual Private Wealth & Trust
Connecticut
$306K -$9.59K -198 -3%
AWA
1539
Arete Wealth Advisors
Illinois
$306K +$48 +1 +0%
BRA
1540
Bender Robert & Associates
California
$305K -$20.8K -430 -6%
KA
1541
Kovack Advisors
Florida
$303K +$81.2K +1,675 +37%
VFP
1542
Verus Financial Partners
Virginia
$302K -$4.6K -95 -2%
HT
1543
HighTower Trust
Texas
$301K
RMSCM
1544
R.M. Sincerbeaux Capital Management
New York
$301K +$298K +6,150 New
OCM
1545
One Capital Management
California
$299K -$9.54K -197 -3%
TSBJ
1546
Trevor, Stewart, Burton & Jacobsen
New York
$298K
EAM
1547
Evanson Asset Management
California
$296K +$30.2K +624 +11%
HHAA
1548
Henry H. Armstrong Associates
Pennsylvania
$295K -$20.3K -420 -7%
RIG
1549
Renaissance Investment Group
Massachusetts
$294K -$67.9K -1,402 -19%
MCWS
1550
McKinley Carter Wealth Services
West Virginia
$294K +$82.7K +1,706 +40%

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.