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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
CIBC World Market
276
CIBC World Market
Ontario, Canada
$36.5M -$2.85M -54,912 -8%
HNB
277
Huntington National Bank
Ohio
$35.8M -$781K -15,064 -2%
BA
278
Boston Advisors
Massachusetts
$35.7M +$26.7M +513,929 +411%
FWCM
279
Ferguson Wellman Capital Management
Oregon
$35.5M -$465K -8,974 -1%
MC
280
Martin Currie
United Kingdom
$34.8M -$1.24M -23,900 -4%
11A
281
10-15 Associates
New York
$34.7M +$3.26M +62,892 +11%
Toronto Dominion Bank
282
Toronto Dominion Bank
Ontario, Canada
$34.7M +$25.6M +494,357 +391%
ZIG
283
Zurich Insurance Group
Switzerland
$34.4M +$3.16M +60,955 +11%
WBC
284
Westpac Banking Corp
Australia
$33.3M +$7.09M +136,644 +27%
Mackenzie Financial
285
Mackenzie Financial
Ontario, Canada
$32.5M +$14.3M +276,587 +90%
VDI
286
Vaughan David Investments
Illinois
$31.8M +$744K +14,350 +3%
PC
287
Passport Capital
California
$31.8M +$27.1M +521,895 +1,116%
Asset Management One
288
Asset Management One
Japan
$31.7M -$998K -19,246 -3%
Connor, Clark & Lunn Investment Management (CC&L)
289
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$31.6M +$6.04M +116,475 +26%
KIA
290
KCM Investment Advisors
California
$31.5M +$236K +4,552 +0.8%
DIA
291
Dana Investment Advisors
Wisconsin
$31.5M -$2.09M -40,361 -7%
Bank of Nova Scotia
292
Bank of Nova Scotia
Ontario, Canada
$31.3M +$5.03M +97,065 +21%
TIAAOA
293
Teachers Insurance & Annuity Association of America
New York
$31.1M
AII
294
AGF Investments Inc
Ontario, Canada
$30.9M +$10.7M +207,224 +60%
IRF
295
IBM Retirement Fund
New York
$30.9M +$195K +3,753 +0.7%
LS
296
Livforsakringsbolaget Skandia
Sweden
$30.8M +$1.44M +27,700 +5%
HI
297
HBK Investments
Texas
$30.7M +$21.4M +412,789 +302%
MSA
298
Mason Street Advisors
Wisconsin
$30.7M +$332K +6,410 +1%
QI
299
QS Investors
New York
$30.6M -$7.67M -147,851 -21%
CAM
300
Capstone Asset Management
Texas
$30.3M +$8.32M +160,498 +42%

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.