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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
ACM
426
Azimuth Capital Management
Michigan
$13.2M +$203K +4,153 +1%
VKH
427
Virtu KCG Holdings
New York
$13.2M +$10M +204,921 +262%
ISL
428
Ingalls & Snyder LLC
New York
$13.2M +$602K +12,297 +5%
GGI
429
Godsey & Gibb Inc
Virginia
$13.2M +$59.7K +1,220 +0.4%
SSB
430
Sandy Spring Bank
Maryland
$13.2M -$72.9K -1,489 -0.5%
Mackenzie Financial
431
Mackenzie Financial
Ontario, Canada
$13.1M +$6.08M +124,156 +79%
TCM
432
Twin Capital Management
Pennsylvania
$13.1M -$414K -8,460 -3%
Cohen & Steers
433
Cohen & Steers
New York
$12.9M -$8.66M -176,901 -39%
CTC
434
Central Trust Company
Missouri
$12.8M -$1.03M -20,982 -7%
KRS
435
Kentucky Retirement Systems
Kentucky
$12.8M -$220K -4,498 -2%
SCA
436
STALEY CAPITAL ADVISERS
Pennsylvania
$12.7M -$882K -18,027 -6%
NG
437
NatWest Group
United Kingdom
$12.7M -$42.7K -873 -0.3%
YL
438
YCG LLC
Texas
$12.7M +$97.3K +1,988 +0.7%
CCMD
439
Cypress Capital Management (Delaware)
Delaware
$12.6M +$209K +4,260 +2%
CAN
440
Cetera Advisor Networks
California
$12.5M
TBA
441
Tower Bridge Advisors
Pennsylvania
$12.4M +$574K +11,735 +5%
HFS
442
HL Financial Services
Kentucky
$12.4M +$467K +9,547 +4%
AF
443
Ally Financial
Michigan
$12.1M
Acadian Asset Management
444
Acadian Asset Management
Massachusetts
$12.1M
BAM
445
Bruderman Asset Management
New York
$12M +$473K +9,669 +4%
ICM
446
Intrepid Capital Management
Florida
$12M +$11.3M +231,831 +888%
EPFB
447
Employees Provident Fund Board
Malaysia
$12M
NSAM
448
North Star Asset Management
Wisconsin
$12M +$220K +4,496 +2%
CCM
449
Covington Capital Management
California
$11.9M +$142K +2,910 +1%
TSW
450
Thompson Siegel & Walmsley
Virginia
$11.8M -$23K -469 -0.2%

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.