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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
SAM
351
Securian Asset Management
Minnesota
$22.3M +$205K +3,961 +1%
IIM
352
Intact Investment Management
Quebec, Canada
$22.1M +$161K +3,100 +0.8%
WT
353
Whittier Trust
California
$22.1M -$116K -2,241 -0.6%
FCI
354
Financial Counselors Inc
Kansas
$22.1M +$343K +6,610 +2%
IC
355
Inverness Counsel
New York
$21.9M -$55.6K -1,072 -0.3%
GIA
356
Guyasuta Investment Advisors
Pennsylvania
$21.8M +$457K +8,806 +2%
ADEF
357
Adams Diversified Equity Fund
Maryland
$21.7M
BG
358
Bollard Group
Massachusetts
$21.4M +$188K +3,628 +1%
SC
359
Scotia Capital
Ontario, Canada
$21.3M -$6.31M -121,592 -24%
JCM
360
Janney Capital Management
Pennsylvania
$21.3M +$48.7K +939 +0.2%
FGP
361
Foyston, Gordon, & Payne
Ontario, Canada
$21.2M -$3.41M -65,749 -15%
WSFS
362
Wilmington Savings Fund Society
Delaware
$21.2M +$2.87M +55,319 +17%
Brown Advisory
363
Brown Advisory
Maryland
$21M +$653K +12,589 +3%
PCA
364
Personal Capital Advisors
California
$21M +$2.31M +44,452 +13%
MCM
365
McKinley Capital Management
Alaska
$20.9M -$1.74M -33,494 -8%
GKIM
366
GW&K Investment Management
Massachusetts
$20.9M +$1.1M +21,280 +6%
FNBOO
367
First National Bank of Omaha
Nebraska
$20.8M +$286K +5,523 +2%
MFS
368
MSI Financial Services
Massachusetts
$20.8M +$4.09M +78,939 +27%
VLKIM
369
Van Lanschot Kempen Investment Management
Netherlands
$20.8M -$3.26M -62,895 -14%
EB
370
Eastern Bank
Massachusetts
$20.7M -$22.8K -439 -0.1%
PR
371
Payden & Rygel
California
$20.5M
SOADOR
372
State of Alaska Department of Revenue
Alaska
$20.4M +$1.31M +25,228 +7%
PMG
373
Private Management Group
California
$20.3M -$11.5M -221,574 -38%
TAM
374
Todd Asset Management
Kentucky
$20.2M +$851K +16,398 +5%
PA
375
Pinnacle Associates
New York
$20.1M +$1M +19,291 +6%

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.