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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
BC
351
Burney Company
Virginia
$18.8M +$1.94M +39,706 +11%
AIS
352
American Investment Services
Massachusetts
$18.8M +$607K +12,394 +3%
CP
353
Cumberland Partners
Ontario, Canada
$18.7M -$25.4M -519,149 -56%
PCM
354
Pentwater Capital Management
Florida
$18.6M +$19.6M +400,000 New
BIM
355
BRC Investment Management
Colorado
$18.3M +$19.2M +392,393 New
ADEF
356
Adams Diversified Equity Fund
Maryland
$18.1M
SGAM
357
Smith Group Asset Management
Texas
$18.1M +$11K +225 +0.1%
COC
358
Commonwealth Opportunity Capital
California
$18M +$18.9M +386,300 New
Natixis Advisors
359
Natixis Advisors
Massachusetts
$18M +$114K +2,321 +0.6%
AIM
360
abrdn Investment Management
United Kingdom
$18M -$412K -8,412 -2%
SIM
361
Sentry Investment Management
Wisconsin
$17.9M +$3.03M +61,969 +19%
WBC
362
Westpac Banking Corp
Australia
$17.9M -$14.6M -298,248 -44%
PMG
363
Private Management Group
California
$17.7M -$1.55M -31,652 -8%
Creative Planning
364
Creative Planning
Kansas
$17.6M +$1.03M +21,037 +6%
HT
365
HAP Trading
New York
$17.4M -$1.73M -35,252 -9%
BFS
366
Bradley Foster & Sargent
Connecticut
$17.4M -$1.84M -37,551 -9%
HIMC
367
Heritage Investors Management Corp
Maryland
$17.3M -$14.5K -296 -0.1%
WT
368
Whittier Trust
California
$17.2M -$96.3K -1,968 -0.5%
BG
369
Bollard Group
Massachusetts
$17.1M +$190K +3,877 +1%
EB
370
Eastern Bank
Massachusetts
$17.1M +$16.7K +342 +0.1%
Mirae Asset Global Investments
371
Mirae Asset Global Investments
South Korea
$17M +$6.07M +123,932 +51%
EA
372
Euclid Advisors
Connecticut
$17M +$6.15M +125,635 +53%
CCM
373
Copeland Capital Management
Pennsylvania
$16.8M +$4.35M +88,846 +33%
VCM
374
Vision Capital Management
Oregon
$16.6M -$1.84M -37,665 -10%
PR
375
Payden & Rygel
California
$16.5M +$896K +18,300 +5%

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.