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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
IC
1551
IKOS CIF
Cyprus
$292K -$1.95M -40,297 -88%
AW
1552
Alpha Windward
Massachusetts
$291K +$28.5K +588 +11%
WBG
1553
Wharton Business Group
Pennsylvania
$291K +$288K +5,948 New
AC
1554
Addison Capital
Pennsylvania
$286K
RAM
1555
Redmond Asset Management
Virginia
$285K
BRM
1556
Boston Research & Management
Massachusetts
$284K -$55.5K -1,146 -16%
AT
1557
Arvest Trust
Oklahoma
$283K +$1.74K +36 +0.6%
PPCM
1558
Pillar Pacific Capital Management
California
$275K +$6.73K +139 +3%
T
1559
TradeWorx
New Jersey
$275K +$272K +5,622 New
Rafferty Asset Management
1560
Rafferty Asset Management
New York
$274K +$727 +15 +0.3%
RWM
1561
RKL Wealth Management
Pennsylvania
$271K +$7.36K +152 +3%
DDC
1562
DF Dent & Co
Maryland
$270K -$150K -3,088 -36%
EMG
1563
Ellington Management Group
Connecticut
$269K -$121K -2,500 -31%
JGUA
1564
John G. Ullman & Associates
New York
$269K +$9.69K +200 +4%
DT
1565
Diversified Trust
Tennessee
$269K +$266K +5,499 New
ZIC
1566
ZWJ Investment Counsel
Georgia
$268K +$36.1K +746 +16%
MIAN
1567
Mariner Independent Advisor Network
Kansas
$267K +$264K +5,447 New
WFG
1568
Windsor Financial Group
Minnesota
$266K +$5.52K +114 +2%
CB
1569
Cooke & Bieler
Pennsylvania
$264K -$36.5K -753 -12%
WP
1570
WMS Partners
Maryland
$263K -$86.1K -1,778 -25%
KFS
1571
Kurt F. Somerville
$263K -$11.2K -231 -4%
NGA
1572
Naples Global Advisors
Florida
$263K +$17.5K +361 +7%
MIS
1573
Morningstar Investment Services
Illinois
$263K +$28.5K +589 +12%
ACM
1574
Alpha Capital Management
Texas
$261K
AAS
1575
Annex Advisory Services
Wisconsin
$261K +$6.59K +136 +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.