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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
NSAM
451
North Star Asset Management
Wisconsin
$15M -$386K -7,440 -3%
AB
452
Amalgamated Bank
New York
$15M +$6.08M +117,214 +73%
LSERS
453
Louisiana State Employees Retirement System
Louisiana
$14.9M -$259K -5,000 -2%
TBA
454
Tower Bridge Advisors
Pennsylvania
$14.7M -$258K -4,982 -2%
GCM
455
GoodHaven Capital Management
New Jersey
$14.7M
CCMD
456
Cypress Capital Management (Delaware)
Delaware
$14.7M -$68.2K -1,315 -0.5%
EHC
457
Everett Harris & Co
California
$14.7M -$100K -1,930 -0.7%
BFM
458
Boston Financial Management
Massachusetts
$14.6M +$8.63M +166,386 +174%
GP
459
GLG Partners
United Kingdom
$14.5M +$4.68M +90,171 +53%
GT
460
Greenleaf Trust
Michigan
$14.5M -$1.73M -33,301 -11%
SSB
461
Sandy Spring Bank
Maryland
$14.4M -$579K -11,170 -4%
CCM
462
Covington Capital Management
California
$14.4M -$279K -5,377 -2%
RMA
463
Roffman Miller Associates
Pennsylvania
$14.3M +$327K +6,307 +3%
SBIA
464
Sheaff Brock Investment Advisors
Indiana
$14.3M -$464K -8,942 -3%
WIC
465
Willis Investment Counsel
Georgia
$14.2M +$472K +9,100 +4%
KWILP
466
Kiwi Wealth Investments Limited Partnership
New Zealand
$14.2M -$5.46M -105,223 -29%
HC
467
Henshaw Capital
Massachusetts
$14.2M
WCM
468
Wedge Capital Management
North Carolina
$14.2M -$598K -11,530 -4%
GI
469
GAMCO Investors
Connecticut
$14.1M -$464K -8,954 -3%
IEFM
470
IQ EQ Fund Management
Ireland
$13.9M +$1.5M +28,884 +14%
MCM
471
Murphy Capital Management
New Jersey
$13.8M -$181K -3,480 -1%
NPA
472
Nichols & Pratt Advisers
Massachusetts
$13.7M +$404K +7,795 +3%
BCAM
473
Boston Common Asset Management
Massachusetts
$13.6M +$21.2K +408 +0.2%
FIM
474
Frontier Investment Management
Texas
$13.6M -$151K -2,912 -1%
AMI
475
Amica Mutual Insurance
Rhode Island
$13.6M

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.