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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
GSC
1601
Ground Swell Capital
South Carolina
$227K +$225K +4,636 New
MFW
1602
Meristem Family Wealth
Minnesota
$226K -$9.84K -203 -4%
BMC
1603
Benin Management Corp
Connecticut
$225K +$7.27K +150 +3%
PAS
1604
Professional Advisory Services
Florida
$224K
CI
1605
Chartist Inc
California
$224K +$222K +4,586 New
BOS
1606
Bingham Osborn & Scarborough
California
$222K +$9.74K +201 +5%
BBPWM
1607
Blue Bell Private Wealth Management
Pennsylvania
$220K
USGIU
1608
U.S. Global Investors (USGI)
Texas
$220K
PCMI
1609
Paradigm Capital Management Inc
New York
$220K +$218K +4,491 New
CCM
1610
Cohen Capital Management
California
$218K -$4.41K -91 -2%
CS
1611
Comerica Securities
Michigan
$217K -$7.61K -157 -3%
MIP
1612
Marietta Investment Partners
Wisconsin
$216K
EAMA
1613
EFG Asset Management (Americas)
Florida
$215K +$166K +3,428 +355%
BC
1614
Banced Corp
Illinois
$215K +$213K +4,402 New
MSU
1615
Maple Securities USA
New Jersey
$214K -$134K -2,764 -39%
CAL
1616
Capital Advisors Ltd
Ohio
$214K
ZAM
1617
Zevin Asset Management
Massachusetts
$212K
CCM
1618
Carderock Capital Management
Maryland
$212K +$9.11K +188 +5%
MCM
1619
Matarin Capital Management
New York
$211K +$209K +4,320 New
GIP
1620
Greatmark Investment Partners
Georgia
$211K
SMC
1621
Smith, Moore & Co
Missouri
$210K +$48 +1 +0%
CAW
1622
Cornerstone Advisors (Washington)
Washington
$210K +$20.3K +418 +11%
QSS
1623
Quantitative Systematic Strategies
Florida
$210K +$206K +4,258 New
BRWM
1624
B. Riley Wealth Management
Tennessee
$209K -$42.7K -881 -17%
BHC
1625
Bowen Hanes & Co
Florida
$209K

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.