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1,919 hedge funds and large institutions have $148B invested in Verizon in 2016 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 887 increasing their positions, 758 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 59

17% more repeat investments, than reductions

Existing positions increased: 887 | Existing positions reduced: 758

5% more capital invested

Capital invested by funds: $140B → $148B (+$7.31B)

5% more funds holding in top 10

Funds holding in top 10: 280294 (+14)

1% more funds holding

Funds holding: 1,9031,919 (+16)

0.67% less ownership

Funds ownership: 65.65%64.98% (-0.67%)

5% less call options, than puts

Call options by funds: $2.51B | Put options by funds: $2.63B

Holders
1,919
Holders Change
+16
Holders Change %
+0.84%
% of All Funds
51.19%
Holding in Top 10
294
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+5%
% of All Funds
7.84%
New
92
Increased
887
Reduced
758
Closed
59
Calls
$2.51B
Puts
$2.63B
Net Calls
-$119M
Net Calls Change
+$306M
Name Holding Trade Value Shares
Change
Change in
Stake
Public Sector Pension Investment Board (PSP Investments)
251
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$43.1M +$5.87M +113,100 +17%
TAM
252
Tocqueville Asset Management
New York
$43.1M +$201K +3,883 +0.5%
PTC
253
Philadelphia Trust Company
Pennsylvania
$42.6M -$2.78M -53,597 -7%
AAF
254
Andra AP-fonden
Sweden
$42.4M +$441K +8,500 +1%
URS
255
Utah Retirement Systems
Utah
$41.8M +$695K +13,400 +2%
CI
256
Conning Inc
Connecticut
$41.6M -$674K -12,989 -2%
ACA
257
Anchor Capital Advisors
Massachusetts
$41.5M -$1.38M -26,587 -3%
CAM
258
ClariVest Asset Management
California
$41.4M -$13.1M -253,347 -25%
TRSOTSOK
259
Teachers Retirement System of the State of Kentucky
Kentucky
$41M -$3.21M -61,800 -8%
STMM
260
South Texas Money Management
Texas
$40.8M +$159K +3,057 +0.4%
NEI
261
Northwest & Ethical Investments
Ontario, Canada
$40.7M -$1.32M -25,472 -3%
CCM
262
Cullen Capital Management
New York
$40.5M +$37.6M +725,150 New
DILH
263
Dai-ichi Life Holdings
Japan
$40.4M -$2.19M -42,163 -6%
CS
264
Candriam SCA
Luxembourg
$39.8M -$1.33M -25,653 -3%
BAPIM
265
British Airways Pensions Investment Management
United Kingdom
$39.8M
CEP
266
Chicago Equity Partners
Illinois
$39.6M -$1.08M -20,880 -3%
FPCG
267
Fort Pitt Capital Group
Pennsylvania
$39.4M -$193K -3,712 -0.5%
MA
268
MUFG Americas
New York
$39.4M +$65.3K +1,259 +0.2%
PC
269
Packer & Co
Australia
$39.2M
MIS
270
Morningstar Investment Services
Illinois
$39M +$5.08M +98,021 +16%
SDIC
271
South Dakota Investment Council
South Dakota
$38.9M -$2.67M -51,550 -7%
Nomura Asset Management
272
Nomura Asset Management
Japan
$38.7M -$292K -5,638 -0.8%
ASC
273
Atalanta Sosnoff Capital
New York
$38.2M -$15.4M -297,633 -30%
Zurich Cantonal Bank
274
Zurich Cantonal Bank
Switzerland
$37.8M -$4.51M -86,861 -11%
CIM
275
Calvert Investment Management
Maryland
$37.4M -$2.07M -39,985 -6%

VZ Hedge Fund Activity: Q2 2016 in Review

1,919 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Verizon (VZ) for Q2 2016, worth a combined $148B — up 5.2% from $140B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new VZ positions and 59 closed out — a net gain of 33 holders — while 887 added to existing stakes and 758 trimmed.

The largest buyer was Macquarie Group, adding an estimated $761M. The largest seller was Royal London Asset Management, cutting an estimated $2.72B.

  • 1,919 institutional investors held Verizon (VZ) as of Q2 2016, up from 1,903 in Q1 2016.
  • Funds reported $148B of Verizon stock for Q2 2016, up 5.2% quarter-over-quarter.
  • 92 funds opened new Verizon positions in Q2 2016 and 59 closed out, a net change of +33 holders.
  • The largest Verizon buyer in Q2 2016 was Macquarie Group, an estimated $761M added.
  • The largest Verizon seller in Q2 2016 was Royal London Asset Management, an estimated $2.72B sold.

Based on aggregated 13F filings for Q2 2016.