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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
CIA
301
CCM Investment Advisers
South Carolina
$30M +$2.53M +48,808 +10%
HIM
302
Hermes Investment Management
United Kingdom
$29.9M +$4.38M +84,436 +19%
ST
303
Sabal Trust
Florida
$29.7M +$1.33M +25,615 +5%
Natixis Advisors
304
Natixis Advisors
Massachusetts
$29.7M +$2.77M +53,357 +11%
TU
305
TDAM USA
Ontario, Canada
$29.5M -$1.17M -22,629 -4%
TG
306
TCW Group
California
$29.3M -$261K -5,023 -0.9%
ProShare Advisors
307
ProShare Advisors
Maryland
$29.1M -$3.23M -62,303 -11%
B
308
BP
United Kingdom
$28.7M -$2.44M -47,000 -8%
AA
309
ALPS Advisors
Colorado
$28.5M +$4.42M +85,172 +20%
CIBC Asset Management
310
CIBC Asset Management
Ontario, Canada
$28.2M -$346K -6,670 -1%
RCM
311
RNC Capital Management
California
$28.2M +$567K +10,927 +2%
BC
312
Bartlett & Co
Ohio
$28.1M +$280K +5,398 +1%
MOACM
313
Mutual of America Capital Management
New York
$28.1M +$686K +13,234 +3%
Two Sigma Advisers
314
Two Sigma Advisers
New York
$27.8M +$17.4M +335,690 +207%
Cambridge Investment Research Advisors
315
Cambridge Investment Research Advisors
Iowa
$27.6M +$1.05M +20,314 +4%
OC
316
Oppenheimer & Co
New York
$27.3M +$383K +7,383 +2%
GCC
317
Guardian Capital (Canada)
Ontario, Canada
$27.2M +$708K +13,652 +3%
CFC
318
Cincinnati Financial Corp
Ohio
$27.2M
WFMPM
319
Woodley Farra Manion Portfolio Management
Indiana
$27.1M -$124K -2,399 -0.5%
SCM
320
SKBA Capital Management
California
$27.1M -$3.2M -61,740 -11%
AG
321
Advisor Group
Arizona
$27M +$25.1M +484,327 New
Luther King Capital Management (LKCM)
322
Luther King Capital Management (LKCM)
Texas
$26.8M -$3.4M -65,606 -12%
First Manhattan
323
First Manhattan
New York
$26.6M +$388K +7,477 +2%
WF
324
Welch & Forbes
Massachusetts
$26.6M +$138K +2,662 +0.6%
NMERB
325
New Mexico Educational Retirement Board
New Mexico
$26.5M +$1.28M +24,700 +5%

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.