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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
BMO
326
Beck Mack & Oliver
New York
$26.3M -$433K -8,340 -2%
Jacobs Levy Equity Management
327
Jacobs Levy Equity Management
New Jersey
$26.2M -$23.2M -447,117 -49%
CTB
328
Country Trust Bank
Illinois
$26.1M -$8.88M -171,163 -27%
GG
329
Gofen & Glossberg
Illinois
$25.7M -$2.49K -48 -0%
NB
330
Norinchukin Bank
Japan
$25M +$853K +16,442 +4%
TAF
331
Tredje AP-fonden
Sweden
$24.9M -$1.47M -28,379 -6%
SI
332
Stephens Inc
Arkansas
$24.6M +$2.28M +43,944 +11%
ZIC
333
ZWJ Investment Counsel
Georgia
$24.6M +$236K +4,551 +1%
MIH
334
Madison Investment Holdings
Wisconsin
$24.5M +$1.24M +23,835 +6%
FTIOP
335
Fiduciary Trust International of Pennsylvania
Pennsylvania
$24.5M -$55.1K -1,062 -0.2%
BC
336
Burney Company
Virginia
$24.2M +$6.96M +134,192 +45%
GE
337
General Electric
Ohio
$24.1M -$44.2M -852,568 -66%
CBOA
338
Commonwealth Bank of Australia
Australia
$24M +$409K +7,887 +2%
William Blair & Company
339
William Blair & Company
Illinois
$23.7M +$800K +15,416 +3%
Cohen & Steers
340
Cohen & Steers
New York
$23.4M +$1.18M +22,795 +6%
Creative Planning
341
Creative Planning
Kansas
$23.4M +$1.84M +35,442 +9%
WAM
342
World Asset Management
Michigan
$23.3M +$211K +4,064 +1%
SW
343
SVB Wealth
Massachusetts
$23.1M -$465K -8,969 -2%
SMDAM
344
Sumitomo Mitsui DS Asset Management
Japan
$22.7M +$159K +3,062 +0.8%
AIS
345
American Investment Services
Massachusetts
$22.6M +$276K +5,319 +1%
CI
346
Cincinnati Insurance
Ohio
$22.6M
DCM
347
Dupont Capital Management
Delaware
$22.5M -$9.74M -187,767 -32%
PAG
348
Private Advisor Group
New Jersey
$22.5M +$3.14M +60,530 +18%
PI
349
PineBridge Investments
New York
$22.4M -$2.01M -38,722 -9%
SAC
350
Smith Affiliated Capital
New York
$22.3M

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.