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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
PWP
376
Private Wealth Partners
California
$20.1M -$346K -6,680 -2%
IA
377
IFP Advisors
Florida
$20M +$16M +308,521 +623%
CC
378
Cornerstone Capital
California
$20M -$5.96K -115 -0%
UB
379
UMB Bank
Missouri
$20M +$72.8K +1,404 +0.4%
PL
380
Perpetual Ltd
Australia
$19.8M +$1.14M +21,900 +7%
PHS
381
Pekin Hardy Strauss
Illinois
$19.8M -$526K -10,146 -3%
BTW
382
Boston Trust Walden
Massachusetts
$19.8M +$17.2M +330,671 +1,415%
HIMC
383
Heritage Investors Management Corp
Maryland
$19.6M -$258K -4,974 -1%
DnB Asset Management
384
DnB Asset Management
Norway
$19.5M +$456K +8,800 +3%
FCBT
385
First Citizens Bank & Trust
North Carolina
$19.4M -$1.5M -29,013 -8%
ECM
386
Estabrook Capital Management
New York
$19.4M -$624K -12,036 -3%
KRS
387
Kentucky Retirement Systems
Kentucky
$19.4M -$1.43M -27,629 -7%
WA
388
Wasatch Advisors
Utah
$19.1M +$99K +1,908 +0.6%
Northwestern Mutual Wealth Management
389
Northwestern Mutual Wealth Management
Wisconsin
$18.8M +$9.01M +173,794 +107%
FAAS
390
First Allied Advisory Services
California
$18.7M -$709K -13,678 -4%
MWAC
391
Mariner Wealth Advisors (Cincinnati)
Ohio
$18.6M +$533K +10,272 +3%
FLPIM
392
F.L. Putnam Investment Management
Massachusetts
$18.6M +$4.78M +92,243 +38%
CPSAC
393
Chas P. Smith & Associates (CPS)
Florida
$18.6M +$33.2K +640 +0.2%
HFS
394
HL Financial Services
Kentucky
$18.5M +$765K +14,740 +5%
LMGAM
395
Liberty Mutual Group Asset Management
Massachusetts
$18.5M +$1.95M +37,539 +13%
EA
396
Euclid Advisors
Connecticut
$18.3M +$4.69M +90,402 +38%
CFB
397
Cullen/Frost Bankers
Texas
$18.2M -$469K -9,044 -3%
COPPSERS
398
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$18.2M +$1.25M +24,066 +8%
SCA
399
STALEY CAPITAL ADVISERS
Pennsylvania
$18.2M +$215K +4,150 +1%
TAM
400
Trillium Asset Management
Massachusetts
$18.1M +$2.83M +54,558 +20%

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.