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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
CEI
301
Clark Estates Inc
New York
$25M -$5.14M -105,000 -16%
AA
302
ALPS Advisors
Colorado
$24.7M +$2.26M +46,134 +10%
SC
303
Scotia Capital
Ontario, Canada
$24.6M +$2.02M +41,360 +9%
MSA
304
Mason Street Advisors
Wisconsin
$24.5M -$489K -9,989 -2%
Arrowstreet Capital
305
Arrowstreet Capital
Massachusetts
$24.5M +$25.7M +525,005 New
QI
306
QS Investors
New York
$24.3M -$2.54M -51,801 -9%
SI
307
Sprott Inc
Ontario, Canada
$24.2M +$152K +3,100 +0.6%
GCC
308
Guardian Capital (Canada)
Ontario, Canada
$23.9M +$2.48M +50,697 +11%
DIA
309
Dana Investment Advisors
Wisconsin
$23.8M +$2M +40,761 +9%
CIBC Asset Management
310
CIBC Asset Management
Ontario, Canada
$23.7M +$1.7M +34,699 +7%
FGP
311
Foyston, Gordon, & Payne
Ontario, Canada
$23.6M +$585K +11,942 +2%
BMO
312
Beck Mack & Oliver
New York
$23.5M -$113K -2,313 -0.5%
GMI
313
Greystone Managed Investments
Saskatchewan, Canada
$23.4M -$9.87M -201,684 -29%
KIA
314
KCM Investment Advisors
California
$23.4M +$208K +4,259 +0.9%
LS
315
Livforsakringsbolaget Skandia
Sweden
$23.1M +$429K +8,771 +2%
First Manhattan
316
First Manhattan
New York
$22.8M -$122K -2,502 -0.5%
ED
317
Exane Derivatives
France
$22.6M +$1.29M +26,264 +6%
OC
318
Oppenheimer & Co
New York
$22.6M -$998K -20,390 -4%
CLOS
319
Compagnie Lombard Odier SCmA
Switzerland
$22.5M -$73.2K -1,496 -0.3%
FCI
320
Financial Counselors Inc
Kansas
$22.5M +$259K +5,294 +1%
MIS
321
Morningstar Investment Services
Illinois
$22.4M +$1.56M +31,901 +7%
CC
322
Curian Capital
Colorado
$22.3M +$2.67M +54,447 +13%
SW
323
SVB Wealth
Massachusetts
$22.2M -$661K -13,496 -3%
BKBG
324
BHF Kleinwort Benson Group
Belgium
$22.1M -$15M -306,964 -39%
MOACM
325
Mutual of America Capital Management
New York
$22M -$442K -9,030 -2%

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.