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1,817 hedge funds and large institutions have $120B invested in Verizon in 2015 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 797 increasing their positions, 743 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more call options, than puts

Call options by funds: $2.65B | Put options by funds: $1.36B

75% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 55

1% more funds holding

Funds holding: 1,7931,817 (+24)

7% more repeat investments, than reductions

Existing positions increased: 797 | Existing positions reduced: 743

0.6% more ownership

Funds ownership: 62.78%63.38% (+0.6%)

6% less capital invested

Capital invested by funds: $127B → $120B (-$7.07B)

10% less funds holding in top 10

Funds holding in top 10: 166150 (-16)

Holders
1,817
Holders Change
+24
Holders Change %
+1.34%
% of All Funds
48.94%
Holding in Top 10
150
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-9.64%
% of All Funds
4.04%
New
96
Increased
797
Reduced
743
Closed
55
Calls
$2.65B
Puts
$1.36B
Net Calls
+$1.29B
Net Calls Change
+$1.61B
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
251
Anchor Capital Advisors
Massachusetts
$36M -$45.2K -924 -0.1%
NSLI
252
Nan Shan Life Insurance
Taiwan
$35.8M -$5.83M -119,000 -13%
CI
253
Conning Inc
Connecticut
$35.7M +$1.93M +39,467 +5%
OPERF
254
Oregon Public Employees Retirement Fund
Oregon
$35.5M +$245K +5,000 +0.7%
PI
255
PineBridge Investments
New York
$34.3M +$471K +9,627 +1%
GH
256
GAM Holding
Switzerland
$34.3M +$5.14M +104,937 +17%
NEI
257
Northwest & Ethical Investments
Ontario, Canada
$34M -$7.22M -147,551 -17%
Mitsubishi UFJ Asset Management
258
Mitsubishi UFJ Asset Management
Japan
$33.9M -$512K -10,451 -1%
URS
259
Utah Retirement Systems
Utah
$33.9M -$680K -13,900 -2%
CTB
260
Country Trust Bank
Illinois
$33.4M +$328K +6,696 +0.9%
TCM
261
Tetrem Capital Management
Manitoba, Canada
$33.3M +$37.1K +757 +0.1%
Baird Financial Group
262
Baird Financial Group
Wisconsin
$33.3M +$35M +715,425 New
KWILP
263
Kiwi Wealth Investments Limited Partnership
New Zealand
$33.1M +$1.34M +27,316 +4%
Truist Financial
264
Truist Financial
North Carolina
$33.1M +$1.02M +20,911 +3%
BAPIM
265
British Airways Pensions Investment Management
United Kingdom
$33.1M
Asset Management One
266
Asset Management One
Japan
$33M -$69.1K -1,412 -0.2%
AIA
267
Avalon Investment & Advisory
Texas
$32.8M -$98K -2,002 -0.3%
Luther King Capital Management (LKCM)
268
Luther King Capital Management (LKCM)
Texas
$32.6M -$3.18M -64,896 -8%
TRSOTSOK
269
Teachers Retirement System of the State of Kentucky
Kentucky
$32.4M -$1.93M -39,450 -5%
FPCG
270
Fort Pitt Capital Group
Pennsylvania
$32.2M -$197K -4,018 -0.6%
Calamos Advisors
271
Calamos Advisors
Illinois
$32.1M -$686K -14,005 -2%
FQ
272
First Quadrant
California
$31.6M +$19.9M +407,273 +150%
Janney Montgomery Scott
273
Janney Montgomery Scott
Pennsylvania
$31.3M +$3.01M +61,398 +10%
MC
274
Martin Currie
United Kingdom
$31.1M -$6.39M -130,500 -16%
MA
275
MUFG Americas
New York
$31.1M -$93.2K -1,904 -0.3%

VZ Hedge Fund Activity: Q2 2015 in Review

1,817 of the 3,713 institutional investors tracked by Wall St. Rank reported a position in Verizon (VZ) for Q2 2015, worth a combined $120B — down 5.6% from $127B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new VZ positions and 55 closed out — a net gain of 41 holders — while 797 added to existing stakes and 743 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $190M. The largest seller was JP Morgan Chase, cutting an estimated $526M.

  • 1,817 institutional investors held Verizon (VZ) as of Q2 2015, up from 1,793 in Q1 2015.
  • Funds reported $120B of Verizon stock for Q2 2015, down 5.6% quarter-over-quarter.
  • 96 funds opened new Verizon positions in Q2 2015 and 55 closed out, a net change of +41 holders.
  • The largest Verizon buyer in Q2 2015 was Deutsche Bank, an estimated $190M added.
  • The largest Verizon seller in Q2 2015 was JP Morgan Chase, an estimated $526M sold.

Based on aggregated 13F filings for Q2 2015.