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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
LOM
1776
Loeb Offshore Management
New York
-$913K -19,183 Closed
TPCM
1777
Three Peaks Capital Management
Colorado
-$863K -18,152 Closed
NC
1778
Northpointe Capital
Michigan
-$759K -15,962 Closed
Connor, Clark & Lunn Investment Management (CC&L)
1779
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$825K -15,719 Closed
TIA
1780
Trust Investment Advisors
Indiana
-$595K -12,506 Closed
CAM
1781
CMT Asset Management
Illinois
-$585K -12,070 Closed
VF
1782
Virtu Financial
New York
-$555K -11,669 Closed
DTL
1783
Dynamic Technology Lab
Singapore
-$539K -11,327 Closed
HSA
1784
Hussman Strategic Advisors
Maryland
-$523K -11,000 Closed
LA
1785
Lau Associates
Delaware
-$520K -10,925 Closed
PL
1786
Plancorp LLC
Missouri
-$498K -10,480 Closed
UMA
1787
USA Mutuals Advisors
Texas
-$476K -10,000 Closed
IF
1788
IRON Financial
Illinois
-$455K -9,560 Closed
WIC
1789
Wood Investment Counsel
Colorado
-$451K -9,472 Closed
CIC
1790
Chilton Investment Company
Connecticut
-$386K -8,110 Closed
LC
1791
Lubar & Co
Wisconsin
-$371K -7,809 Closed
CCA
1792
Conestoga Capital Advisors
Pennsylvania
-$329K -6,917 Closed
WHI
1793
William Harris Investors
Illinois
-$310K -6,518 Closed
WCM
1794
Wunderlich Capital Managemnt
Tennessee
-$300K -6,402 Closed
HS
1795
HighVista Strategies
Massachusetts
-$307K -6,337 Closed
TAM
1796
Todd Asset Management
Kentucky
-$295K -6,190 Closed
CC
1797
Cipher Capital
New York
-$281K -5,917 Closed
SCM
1798
Summit Capital Management
Washington
-$264K -5,554 Closed
CK
1799
Carnick & Kubik
Colorado
-$259K -5,454 Closed
NFC
1800
Northeast Financial Consultants
Connecticut
-$254K -5,352 Closed

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.