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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
TCIM
26
TIAA CREF Investment Management
New York
$1.21B -$41.5M -799,273 -4%
Goldman Sachs
27
Goldman Sachs
New York
$1.16B +$295M +5,678,742 +38%
Nordea Investment Management
28
Nordea Investment Management
Sweden
$1.11B +$42.4M +818,393 +4%
AllianceBernstein
29
AllianceBernstein
Tennessee
$1.07B -$33.5M -646,678 -3%
Federated Hermes
30
Federated Hermes
Pennsylvania
$1.06B +$103M +1,976,358 +12%
Invesco
31
Invesco
Georgia
$1.02B +$192M +3,705,323 +26%
Charles Schwab
32
Charles Schwab
California
$898M +$20.7M +398,184 +3%
BA
33
BlackRock Advisors
Delaware
$886M +$18.2M +350,009 +2%
Franklin Resources
34
Franklin Resources
California
$881M -$92.5M -1,784,093 -10%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$881M +$40.2M +775,504 +5%
Berkshire Hathaway
36
Berkshire Hathaway
Nebraska
$838M
APG Asset Management
37
APG Asset Management
Netherlands
$807M +$104M +2,008,801 +16%
BIM
38
BlackRock Investment Management
Delaware
$776M -$14.2M -274,722 -2%
LSV Asset Management
39
LSV Asset Management
Illinois
$744M +$2.42M +46,730 +0.4%
Swiss National Bank
40
Swiss National Bank
Switzerland
$740M +$43.3M +834,600 +7%
CS
41
Credit Suisse
Switzerland
$732M +$1.99M +38,414 +0.3%
Dimensional Fund Advisors
42
Dimensional Fund Advisors
Texas
$728M +$11.5M +220,890 +2%
Boston Partners
43
Boston Partners
Massachusetts
$714M -$95.9M -1,848,778 -13%
Sumitomo Mitsui Trust Group
44
Sumitomo Mitsui Trust Group
Japan
$691M +$7.48M +144,186 +1%
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$682M -$16.1M -311,301 -2%
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
$668M +$60M +1,156,100 +11%
Prudential Financial
47
Prudential Financial
New Jersey
$661M +$51M +983,370 +9%
New York State Common Retirement Fund
48
New York State Common Retirement Fund
New York
$656M +$19.5M +376,561 +3%
California Public Employees Retirement System
49
California Public Employees Retirement System
California
$651M +$9.16M +176,527 +2%
UBS AM
50
UBS AM
Illinois
$644M +$20.8M +401,182 +4%

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.