We are live on ! Find out more

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
SF
401
Synovus Financial
Georgia
$14.8M +$1.07M +21,818 +7%
DC
402
Deere & Company
Illinois
$14.7M -$516K -10,531 -3%
JG
403
Jefferies Group
New York
$14.6M +$7.42M +151,647 +94%
MNA
404
Manning & Napier Advisors
New York
$14.5M
AIA
405
Affinity Investment Advisors
California
$14.4M -$2.33M -47,654 -13%
PGFC
406
Peapack-Gladstone Financial Corp
New Jersey
$14.2M -$220K -4,501 -1%
ANI
407
American National Insurance
Texas
$14.2M
BF
408
BOK Financial
Oklahoma
$14.1M +$85.4K +1,744 +0.6%
AIM
409
Artemis Investment Management
United Kingdom
$14.1M +$14.8M +302,660 +30,266,000%
CPSAC
410
Chas P. Smith & Associates (CPS)
Florida
$13.9M +$784K +16,023 +6%
PSUF
411
People's United Financial
Connecticut
$13.9M -$753K -15,378 -5%
LSERS
412
Louisiana State Employees Retirement System
Louisiana
$13.9M -$108K -2,200 -0.7%
DCLA
413
Douglas C. Lane & Associates
New York
$13.8M -$1.6M -32,592 -10%
WIC
414
Willis Investment Counsel
Georgia
$13.8M +$223K +4,555 +2%
PAG
415
Private Advisor Group
New Jersey
$13.8M +$616K +12,586 +4%
FFIC
416
First Fiduciary Investment Counsel
Ohio
$13.7M -$158K -3,223 -1%
QI
417
Quotient Investors
New York
$13.7M -$162K -3,300 -1%
QAM
418
QCI Asset Management
New York
$13.7M +$342K +6,991 +2%
AAM
419
AMI Asset Management
California
$13.6M +$732K +14,960 +5%
ZA
420
Zweig Advisers
Connecticut
$13.6M
BA
421
Bridgewater Associates
Connecticut
$13.5M +$6.22M +127,100 +78%
RJFSA
422
Raymond James Financial Services Advisors
Florida
$13.5M +$5.63M +114,955 +66%
Carson Wealth (CWM LLC)
423
Carson Wealth (CWM LLC)
Nebraska
$13.3M +$564K +11,524 +4%
WRF
424
Waddell & Reed Financial
Kansas
$13.3M +$6.61M +135,000 +90%
DL
425
Delta Lloyd
Netherlands
$13.3M +$5.07M +103,530 +57%

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.