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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
VWM
451
Valley Wealth Managers
New Jersey
$11.8M +$510K +10,417 +4%
MCM
452
Murphy Capital Management
New Jersey
$11.7M -$95.4K -1,949 -0.8%
WPC
453
Waters Parkerson & Co
Louisiana
$11.7M +$310K +6,331 +3%
PAS
454
Professional Advisory Services
Florida
$11.7M +$173K +3,524 +1%
FCBT
455
First Citizens Bank & Trust
North Carolina
$11.7M -$508K -10,376 -4%
SH
456
SeaTown Holdings
Singapore
$11.7M
CCMG
457
Clark Capital Management Group
Pennsylvania
$11.6M +$4.14M +84,492 +51%
CI
458
Cooper Investors
Australia
$11.6M -$7.89M -161,197 -39%
FT
459
Fiduciary Trust
Massachusetts
$11.6M -$94.2K -1,925 -0.8%
TAF
460
Tredje AP-fonden
Sweden
$11.5M +$12.1M +247,151 New
RT
461
Rockland Trust
Massachusetts
$11.5M +$393K +8,036 +3%
AMI
462
Amica Mutual Insurance
Rhode Island
$11.3M
CTA
463
Chesley Taft & Associates
Illinois
$11.3M +$569K +11,632 +5%
CPP
464
Crow Point Partners
Massachusetts
$11.3M +$4.9M +100,000 +71%
BOH
465
Bank of Hawaii
Hawaii
$11.2M -$143K -2,917 -1%
RMA
466
Roffman Miller Associates
Pennsylvania
$11.2M -$396K -8,096 -3%
PNC
467
Park National Corp
Ohio
$11.1M -$343K -6,999 -3%
CCMIC
468
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$11M +$11.6M +236,550 New
LKIM
469
Lawson Kroeker Investment Management
Nebraska
$10.9M +$372K +7,600 +3%
HAI
470
Hennessy Advisors Inc
California
$10.7M -$186K -3,800 -2%
TAM
471
Todd Asset Management
Kentucky
$10.7M -$8.18K -167 -0.1%
CIM
472
Corda Investment Management
Texas
$10.7M -$217K -4,428 -2%
SFM
473
Systematic Financial Management
New Jersey
$10.7M +$11.2M +229,596 New
RJT
474
Raymond James Trust
Florida
$10.7M +$113K +2,303 +1%
FIM
475
Frontier Investment Management
Texas
$10.6M +$286K +5,835 +3%

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.