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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
CPO
1576
Cerity Partners OCIO
New York
$260K -$37.3K -770 -13%
LIM
1577
Lathrop Investment Management
Arkansas
$260K +$48 +1 +0%
ECAM
1578
East Coast Asset Management
Massachusetts
$258K -$32.3K -666 -11%
VWM
1579
Vector Wealth Management
Minnesota
$258K -$5.67K -117 -2%
MC
1580
MSF Capital
New York
$256K
IC
1581
InterOcean Capital
Illinois
$255K +$252K +5,201 New
AEPG
1582
American Economic Planning Group
New Jersey
$254K +$251K +5,186 New
AT
1583
Acadia Trust
Maine
$252K +$11.6K +240 +5%
AAC
1584
Asset Advisors Corp
Georgia
$249K
JIP
1585
Jaffetilchin Investment Partners
Florida
$249K +$872 +18 +0.4%
AB
1586
Atlas Brown
Kentucky
$248K +$108K +2,228 +79%
TCM
1587
Tetrem Capital Management
Manitoba, Canada
$248K +$230K +4,741 New
PVH
1588
Psagot Value Holdings
Israel
$247K
NPPM
1589
North Point Portfolio Managers
Ohio
$245K
SCM
1590
Sandler Capital Management
New York
$245K +$242K +5,000 New
BCM
1591
Boyle Capital Management
Iowa
$244K
CCM
1592
Coldstream Capital Management
Washington
$244K +$17.1K +354 +8%
HP
1593
HT Partners
Connecticut
$243K -$4.36K -90 -2%
HM
1594
Harvest Management
New York
$241K +$239K +4,931 New
SNBOSCI
1595
Security National Bank of Sioux City Iowa
Iowa
$238K -$13.7K -283 -6%
WAM
1596
Winslow Asset Management
Ohio
$237K -$581 -12 -0.2%
LCM
1597
LVM Capital Management
Michigan
$235K -$25K -516 -10%
FAM
1598
Formidable Asset Management
Ohio
$234K +$2.42K +50 +1%
FA
1599
Financial Advantage
Maryland
$232K +$63.9K +1,318 +39%
LJHT
1600
Laurie J. Hall Trustee
$231K -$5.33K -110 -2%

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.