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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
CAN
426
Cetera Advisor Networks
California
$16.4M +$234K +4,507 +2%
BAM
427
Bruderman Asset Management
New York
$16.2M +$414K +7,988 +3%
BFS
428
Bradley Foster & Sargent
Connecticut
$16.2M -$357K -6,884 -2%
PAS
429
Professional Advisory Services
Florida
$16.1M -$1.79M -34,570 -11%
BSA
430
Braun Stacey Associates
New York
$16.1M -$118K -2,271 -0.8%
WPC
431
Waters Parkerson & Co
Louisiana
$16M +$250K +4,823 +2%
DADC
432
D.A. Davidson & Co
Montana
$16M -$135K -2,611 -0.9%
CTC
433
Central Trust Company
Missouri
$15.9M +$118K +2,279 +0.8%
SF
434
Synovus Financial
Georgia
$15.9M +$387K +7,454 +3%
RJT
435
Raymond James Trust
Florida
$15.9M +$624K +12,038 +4%
SLAM
436
Swiss Life Asset Management
$15.8M +$2.31M +44,532 +19%
TSW
437
Thompson Siegel & Walmsley
Virginia
$15.7M +$683K +13,162 +5%
WG
438
Welch Group
Alabama
$15.7M -$3.66M -70,539 -20%
CFG
439
Citizens Financial Group
Rhode Island
$15.5M +$2.11M +40,730 +17%
HCMT
440
Highland Capital Management (Tennessee)
Tennessee
$15.5M +$2.69M +51,855 +23%
DL
441
Delta Lloyd
Netherlands
$15.4M -$289K -5,566 -2%
AIA
442
Affinity Investment Advisors
California
$15.3M -$64.6K -1,246 -0.5%
OI
443
Oakbrook Investments
Illinois
$15.2M +$8.18M +157,800 +137%
GGI
444
Godsey & Gibb Inc
Virginia
$15.2M +$170K +3,278 +1%
FT
445
Fiduciary Trust
Massachusetts
$15.2M +$2.65K +51 +0%
MME
446
Meag Munich Ergo
Germany
$15.2M -$9.78M -188,551 -41%
VWM
447
Valley Wealth Managers
New Jersey
$15.1M +$1.31M +25,184 +10%
UFF
448
USA Financial Formulas
Michigan
$15.1M +$14M +270,248 New
HI
449
Honeywell International
North Carolina
$15.1M -$1.56M -30,000 -10%
CIC
450
Crawford Investment Counsel
Georgia
$15M +$1.57M +30,317 +13%

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.