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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
PCA
476
Personal Capital Advisors
California
$10.6M +$1.65M +33,638 +18%
BA
477
Boston Advisors
Massachusetts
$10.5M -$4.06M -82,995 -27%
BCAM
478
Boston Common Asset Management
Massachusetts
$10.3M -$223K -4,562 -2%
Ninety One (UK)
479
Ninety One (UK)
United Kingdom
$10.3M +$632K +12,909 +6%
CT
480
Cambridge Trust
Massachusetts
$10.3M -$86.2K -1,761 -0.8%
SRC
481
Shufro Rose & Co
New York
$10.2M +$272K +5,558 +3%
TH
482
Timber Hill
Connecticut
$10.2M +$7.43M +151,801 +227%
WSFS
483
Wilmington Savings Fund Society
Delaware
$10.2M -$95.2K -1,944 -0.9%
BBA
484
BLB&B Advisors
Pennsylvania
$10.1M +$185K +3,783 +2%
BG
485
Bahl & Gaynor
Ohio
$10.1M -$136K -2,783 -1%
DnB Asset Management
486
DnB Asset Management
Norway
$10.1M +$34.3K +700 +0.3%
CAI
487
Capital Advisors Inc
Oklahoma
$10.1M +$329K +6,713 +3%
BAM
488
Barrett Asset Management
New York
$10.1M +$925K +18,894 +10%
IAM
489
Impax Asset Management
New Hampshire
$10M +$182K +3,717 +2%
Toronto Dominion Bank
490
Toronto Dominion Bank
Ontario, Canada
$10M -$198K -4,043 -2%
MJRIC
491
Mogy Joel R Investment Counsel
California
$9.73M +$532K +10,875 +5%
CA
492
CapWealth Advisors
Tennessee
$9.68M +$9.69K +198 +0.1%
RFA
493
Reilly Financial Advisors
California
$9.67M +$130K +2,661 +1%
LI
494
LMCG Investments
Massachusetts
$9.55M -$279K -5,693 -3%
RIL
495
Rothschild Investment LLC
Illinois
$9.43M -$160K -3,275 -2%
RAM
496
RWC Asset Management
United Kingdom
$9.32M
DADC
497
D.A. Davidson & Co
Montana
$9.31M -$516K -10,545 -5%
DSI
498
Daiwa SB Investments
Japan
$9.29M -$545K -11,124 -5%
MPI
499
Mairs & Power Inc
Minnesota
$9.24M -$488K -9,978 -5%
SCA
500
Stillwater Capital Advisors
Pennsylvania
$9.2M +$133K +2,712 +1%

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.