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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
SMDAM
326
Sumitomo Mitsui DS Asset Management
Japan
$21.9M -$2.99M -61,179 -12%
BC
327
Bartlett & Co
Ohio
$21.8M +$904K +18,461 +4%
CC
328
Chubb Corp
New Jersey
$21.8M
COPPSERS
329
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$21.3M -$916K -18,722 -4%
IIM
330
Intact Investment Management
Quebec, Canada
$21.3M +$832K +17,000 +4%
GG
331
Gofen & Glossberg
Illinois
$21.2M +$620K +12,675 +3%
NB
332
Norinchukin Bank
Japan
$21.1M -$904K -18,466 -4%
WF
333
Welch & Forbes
Massachusetts
$21.1M +$283K +5,779 +1%
WFMPM
334
Woodley Farra Manion Portfolio Management
Indiana
$21M -$325K -6,635 -1%
WAM
335
World Asset Management
Michigan
$20.9M -$2.82M -57,551 -11%
FTIOP
336
Fiduciary Trust International of Pennsylvania
Pennsylvania
$20.7M +$2.12M +43,237 +11%
D.E. Shaw & Co
337
D.E. Shaw & Co
New York
$20.5M +$18.1M +370,203 +529%
PWP
338
Private Wealth Partners
California
$20.3M +$739K +15,087 +4%
CBOA
339
Commonwealth Bank of Australia
Australia
$20.3M +$514K +10,500 +2%
WIM
340
Waverton Investment Management
United Kingdom
$20.2M -$745K -15,217 -3%
MME
341
Meag Munich Ergo
Germany
$20.2M -$13.7M -278,982 -39%
NMERB
342
New Mexico Educational Retirement Board
New Mexico
$20.1M -$2.45M -50,000 -10%
ZIC
343
ZWJ Investment Counsel
Georgia
$19.8M +$539K +11,015 +3%
ECM
344
Estabrook Capital Management
New York
$19.7M +$134K +2,734 +0.7%
PHS
345
Pekin Hardy Strauss
Illinois
$19.5M +$1.43M +29,252 +8%
SAM
346
Securian Asset Management
Minnesota
$19.4M -$1.74M -35,617 -8%
B
347
Barings
North Carolina
$19.1M +$4.84M +98,800 +32%
William Blair & Company
348
William Blair & Company
Illinois
$19M -$819K -16,738 -4%
Cambridge Investment Research Advisors
349
Cambridge Investment Research Advisors
Iowa
$19M -$59.7K -1,219 -0.3%
OH
350
Orbis Holdings
Bermuda
$19M -$4.25M -86,766 -18%

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.