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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
BA
26
BlackRock Advisors
Delaware
$957M +$64.6M +1,319,221 +7%
MAA
27
Managed Account Advisors
New Jersey
$932M +$85.1M +1,738,808 +10%
Legal & General Group
28
Legal & General Group
United Kingdom
$924M +$17.2M +351,892 +2%
Goldman Sachs
29
Goldman Sachs
New York
$846M -$27.6M -562,922 -3%
BIM
30
BlackRock Investment Management
Delaware
$749M +$67.6M +1,380,361 +9%
Federated Hermes
31
Federated Hermes
Pennsylvania
$721M +$66.4M +1,356,342 +10%
CS
32
Credit Suisse
Switzerland
$709M +$57.4M +1,172,809 +8%
Berkshire Hathaway
33
Berkshire Hathaway
Nebraska
$699M
Charles Schwab
34
Charles Schwab
California
$692M +$37.9M +773,842 +6%
Nordea Investment Management
35
Nordea Investment Management
Sweden
$644M +$13.5M +275,642 +2%
Invesco
36
Invesco
Georgia
$638M +$4.72M +96,323 +0.7%
APG Asset Management
37
APG Asset Management
Netherlands
$633M +$59.1M +1,207,960 +10%
Macquarie Group
38
Macquarie Group
Australia
$609M +$53.7M +1,097,629 +9%
AllianceBernstein
39
AllianceBernstein
Tennessee
$593M +$51.9M +1,060,777 +9%
UBS AM
40
UBS AM
Illinois
$586M +$3.34M +68,224 +0.5%
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$576M +$34.7M +709,516 +6%
Allianz Asset Management
42
Allianz Asset Management
Germany
$575M -$70.2M -1,433,507 -10%
California Public Employees Retirement System
43
California Public Employees Retirement System
California
$563M -$45.5M -928,691 -7%
New York State Common Retirement Fund
44
New York State Common Retirement Fund
New York
$536M -$4.13M -84,302 -0.7%
Dimensional Fund Advisors
45
Dimensional Fund Advisors
Texas
$524M +$31.6M +645,583 +6%
BlackRock
46
BlackRock
New York
$515M -$84.8M -1,732,444 -14%
Sumitomo Mitsui Trust Group
47
Sumitomo Mitsui Trust Group
Japan
$514M +$1.15M +23,449 +0.2%
LSV Asset Management
48
LSV Asset Management
Illinois
$512M +$3.39M +69,200 +0.6%
State Farm Mutual Automobile Insurance
49
State Farm Mutual Automobile Insurance
Illinois
$486M
Prudential Financial
50
Prudential Financial
New Jersey
$483M +$185M +3,769,810 +57%

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.