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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
GA
1626
Gateway Advisory
New Jersey
$208K
FNBOH
1627
First National Bank of Hutchinson
Kansas
$207K -$155K -3,194 -43%
WCM
1628
Wealthcare Capital Management
Virginia
$207K
QAM
1629
Quantres Asset Management
Cayman Islands
$206K -$484K -10,000 -70%
SCA
1630
Stillwater Capital Advisors
Pennsylvania
$204K -$27.9K -575 -12%
MKC
1631
M. Kraus & Co
Vermont
$204K +$202K +4,163 New
BFG
1632
Bouchey Financial Group
New York
$204K +$202K +4,177 New
FPCP
1633
Fort Point Capital Partners
California
$203K -$57.6K -1,188 -22%
CI
1634
Capital Innovations
Wisconsin
$202K -$110K -2,267 -35%
BIM
1635
BRC Investment Management
Colorado
$202K -$17.7K -366 -8%
AL
1636
Airain Ltd
Guernsey
$201K -$3.3M -68,157 -94%
SCP
1637
Syntal Capital Partners
Texas
$197K -$24.2K -500 -11%
AFIA
1638
America First Investment Advisors
Nebraska
$193K
LOCC
1639
Lombard Odier & Cie (Canada)
Quebec, Canada
$189K +$126K +2,592 +202%
LFR
1640
Lehman Financial Resources
Pennsylvania
$187K +$48.4K +1,000 +35%
IUAM
1641
Itau USA Asset Management
New York
$186K
ACM
1642
Antonetti Capital Management
Florida
$185K -$19.4K -401 -10%
IPC
1643
Independent Portfolio Consultants
Florida
$182K +$181K +3,727 New
NCMG
1644
NCM Capital Management Group
North Carolina
$176K +$53.3K +1,100 +44%
RWML
1645
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$168K
PAS
1646
Partnervest Advisory Services
California
$164K +$17.9K +370 +12%
JFA
1647
JNBA Financial Advisors
Minnesota
$161K +$9.35K +193 +6%
AP
1648
Atwood & Palmer
Missouri
$160K -$296K -6,110 -65%
AIM
1649
Acropolis Investment Management
Missouri
$160K +$28K +577 +21%
BCM
1650
Blume Capital Management
California
$153K -$3.05M -63,002 -95%

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.