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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
BF
401
BOK Financial
Oklahoma
$18.1M +$899K +17,341 +6%
PCM
402
Polaris Capital Management
Massachusetts
$17.9M +$114K +2,200 +0.7%
WIM
403
Waverton Investment Management
United Kingdom
$17.8M -$1.18M -22,782 -7%
SIM
404
Sentry Investment Management
Wisconsin
$17.6M +$5.96K +115 +0%
ECM
405
Element Capital Management
New York
$17.6M -$839K -16,169 -5%
DC
406
Deere & Company
Illinois
$17.6M -$32.3K -622 -0.2%
Flossbach Von Storch
407
Flossbach Von Storch
Germany
$17.5M -$2.94M -56,650 -15%
AAM
408
AMI Asset Management
California
$17.4M -$550K -10,601 -3%
WB
409
WesBanco Bank
West Virginia
$17.4M +$343K +6,614 +2%
BCM
410
Bridgeway Capital Management
Texas
$17.4M -$2.35M -45,310 -13%
RT
411
Rockland Trust
Massachusetts
$17.3M +$117K +2,252 +0.7%
PSUF
412
People's United Financial
Connecticut
$17.3M -$195K -3,763 -1%
Mirae Asset Global Investments
413
Mirae Asset Global Investments
South Korea
$17.3M +$805K +15,525 +5%
Two Sigma Investments
414
Two Sigma Investments
New York
$17.3M +$13.2M +255,428 +477%
CM
415
Churchill Management
California
$17.1M +$1.56M +30,110 +11%
JIR
416
James Investment Research
Ohio
$17M +$7.22M +139,153 +84%
CCMG
417
Clark Capital Management Group
Pennsylvania
$17M -$99.3K -1,915 -0.6%
CEI
418
Clark Estates Inc
New York
$17M
ANI
419
American National Insurance
Texas
$16.9M
MLL
420
Moody Lynn & Lieberson
Massachusetts
$16.9M +$12.7M +244,829 +419%
QAM
421
QCI Asset Management
New York
$16.8M -$117K -2,261 -0.7%
ACM
422
Azimuth Capital Management
Michigan
$16.8M +$70.1K +1,351 +0.5%
ISL
423
Ingalls & Snyder LLC
New York
$16.6M -$52.3K -1,009 -0.3%
CCM
424
Copeland Capital Management
Pennsylvania
$16.6M -$2.63M -50,789 -15%
TCM
425
Twin Capital Management
Pennsylvania
$16.4M -$3.07M -59,138 -17%

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.