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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
Flossbach Von Storch
376
Flossbach Von Storch
Germany
$16.3M +$2.59M +52,950 +18%
Mariner
377
Mariner
Kansas
$16.3M +$14.5M +296,929 +569%
Brown Advisory
378
Brown Advisory
Maryland
$16.2M +$942K +19,239 +6%
GI
379
GAMCO Investors
Connecticut
$16.2M -$1.56M -31,922 -8%
EHC
380
Everett Harris & Co
California
$16.1M +$2.04M +41,681 +14%
WB
381
WesBanco Bank
West Virginia
$16.1M +$400K +8,170 +2%
GIA
382
Guyasuta Investment Advisors
Pennsylvania
$16M +$135K +2,762 +0.8%
CAM
383
Capstone Asset Management
Texas
$16M +$1.1M +22,506 +7%
CCC
384
Chelsea Counsel Company
California
$15.9M -$51.9K -1,060 -0.3%
CC
385
Cornerstone Capital
California
$15.9M +$2.15M +43,915 +15%
PA
386
Pinnacle Associates
New York
$15.9M -$672K -13,733 -4%
BSA
387
Braun Stacey Associates
New York
$15.8M +$3.28M +67,011 +25%
NLGIA
388
Nippon Life Global Investors Americas
New York
$15.6M +$840K +17,160 +5%
TIAAOA
389
Teachers Insurance & Annuity Association of America
New York
$15.6M
SI
390
Stephens Inc
Arkansas
$15.5M -$1.28M -26,070 -7%
QCI
391
Quaker Capital Investments
Pennsylvania
$15.5M +$5.88M +120,135 +57%
IC
392
Inverness Counsel
New York
$15.3M +$1.17M +23,860 +8%
IEFM
393
IQ EQ Fund Management
Ireland
$15.3M -$247K -5,042 -2%
WG
394
Welch Group
Alabama
$15.3M +$625K +12,778 +4%
VFAM
395
Valley Forge Asset Management
Pennsylvania
$15.3M -$962K -19,656 -6%
CFB
396
Cullen/Frost Bankers
Texas
$15.3M +$23.3K +475 +0.1%
GKIM
397
GW&K Investment Management
Massachusetts
$15M +$74.7K +1,526 +0.5%
GCM
398
Grisanti Capital Management
New York
$15M -$1.11M -22,635 -7%
CCM
399
Cadence Capital Management
Massachusetts
$15M +$2.94M +60,034 +23%
OA
400
OFI Advisors
Pennsylvania
$14.8M +$1.31M +26,663 +9%

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.