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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
PO
1676
Private Ocean
California
$51K +$9.69K +200 +24%
LWA
1677
Lenox Wealth Advisors
New York
$50K +$12.6K +261 +34%
AIM
1678
Acuity Investment Management
Ontario, Canada
$49K +$48.4K +1,000 New
JT
1679
Jump Trading
Illinois
$49K +$48.9K +1,010 New
NFG
1680
Next Financial Group
Texas
$48K +$48K +991 New
FBT
1681
Founders Bank & Trust
Michigan
$46K -$4.31K -89 -9%
AWM
1682
Avior Wealth Management
Nebraska
$44K +$97 +2 +0.2%
RIM
1683
Ranger International Management
Illinois
$43K +$42.4K +876 New
SIA
1684
SeaBridge Investment Advisors
New Jersey
$40K +$39.1K +808 New
TIM
1685
Tortoise Investment Management
New York
$39K +$37.2K +767 +2,557%
TCM
1686
Tributary Capital Management
Nebraska
$33K +$32.2K +665 New
FPCG
1687
Fort Pitt Capital Group
Pennsylvania
$32.3K +$1.11K +23 +4%
LWM
1688
Lenox Wealth Management
Ohio
$25K +$3.39K +70 +16%
First Eagle Investment Management
1689
First Eagle Investment Management
New York
$21K -$124M -2,555,195 -100%
NHFG
1690
New Harbor Financial Group
Massachusetts
$15K
JAM
1691
JCIC Asset Management
Ontario, Canada
$15K +$2.42K +50 +20%
IFWM
1692
Institute for Wealth Management
Colorado
$12K
JIR
1693
James Investment Research
Ohio
$11K -$291K -6,000 -97%
BCMIO
1694
Beacon Capital Management Inc (Ohio)
Ohio
$10K -$339 -7 -3%
JAM
1695
Jolley Asset Management
North Carolina
$10K
TCM
1696
TD Capital Management
Tennessee
$10K
PMAM
1697
Picton Mahoney Asset Management
Ontario, Canada
$9.48K -$4.81M -99,300 -34%
DA
1698
Dunvegan Associates
California
$7K -$41.7K -861 -86%
WCAM
1699
West Coast Asset Management
California
$6.85K +$6.78K +140 New
NIM
1700
NuWave Investment Management
New Jersey
$6K +$6.06K +125 New

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.