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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
IWC
1651
Integrated Wealth Counsel
California
$149K
WA
1652
Winfield Associates
Ohio
$146K +$9.69K +200 +7%
HCM
1653
Highlander Capital Management
New Jersey
$144K -$114K -2,350 -44%
LWM
1654
LBA Wealth Management
Florida
$143K +$5.57K +115 +4%
FNBSF
1655
First National Bank Sioux Falls
South Dakota
$138K +$39.4K +814 +40%
CAM
1656
Chou Associates Management
Ontario, Canada
$137K
EMA
1657
Efficient Market Advisors
California
$113K
DOA
1658
D'Orazio & Associates
Virginia
$105K +$145 +3 +0.1%
TDC
1659
Thompson Davis & Co
Virginia
$104K -$1.13M -23,295 -92%
SFPIA
1660
Stevens First Principles Investment Advisors
California
$98K -$1.02K -21 -1%
CL
1661
CFS LLC
Oklahoma
$86K +$5.09K +105 +6%
WF
1662
WealthTrust Fairport
Ohio
$82K -$37.7K -778 -32%
HHMI
1663
Howard Hughes Medical Institute
Maryland
$80K +$37.6K +777 +90%
LCM
1664
Laurion Capital Management
New York
$78K +$72.6K +1,499 +1,484%
PFG
1665
Piershale Financial Group
Illinois
$73K
CS
1666
Credential Securities
$72.4K -$15.7K -325 -18%
SMG
1667
Spectrum Management Group
Indiana
$70K
DMK
1668
David M. Knott
$68.5K +$67.8K +1,400 New
HCP
1669
Holt Capital Partners
Texas
$66K
AA
1670
Apriem Advisors
California
$64K -$1.84M -38,029 -97%
HRC
1671
Hoertkorn Richard Charles
$61K
WA
1672
WealthTrust-Arizona
Arizona
$61K
TFO
1673
Tarbox Family Office
California
$56K -$59.8K -1,235 -52%
PCTC
1674
Perkins Coie Trust Company
Washington
$56K
MAS
1675
Madden Advisory Services
Florida
$53K +$6.69K +138 +15%

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.