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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
PGFC
476
Peapack-Gladstone Financial Corp
New Jersey
$13.6M +$171K +3,291 +1%
FFIC
477
First Fiduciary Investment Counsel
Ohio
$13.5M -$454K -8,750 -3%
SCI
478
SkyBridge Capital II
New York
$13.5M +$2.69M +51,859 +27%
NFA
479
Nuveen Fund Advisors
Illinois
$13.4M +$12.4M +239,900 New
B
480
Barings
North Carolina
$13.4M -$6.84M -131,900 -36%
CLOS
481
Compagnie Lombard Odier SCmA
Switzerland
$13M -$6.46M -124,616 -35%
BAM
482
Barrett Asset Management
New York
$13M +$574K +11,063 +5%
CCMIC
483
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$12.9M -$33.2K -640 -0.3%
SRC
484
Shufro Rose & Co
New York
$12.7M -$589K -11,362 -5%
RFA
485
Reilly Financial Advisors
California
$12.7M +$118K +2,273 +1%
SC
486
SouthState Corp
Florida
$12.6M +$438K +8,440 +4%
MJRIC
487
Mogy Joel R Investment Counsel
California
$12.6M +$144K +2,775 +1%
FWIA
488
Fort Washington Investment Advisors
Ohio
$12.6M +$374K +7,217 +3%
CT
489
Cambridge Trust
Massachusetts
$12.6M -$1.18M -22,830 -9%
EAM
490
Eagle Asset Management
Florida
$12.6M -$101K -1,948 -0.9%
CCM
491
Cadence Capital Management
Massachusetts
$12.5M -$1.01M -19,451 -8%
PNC
492
Park National Corp
Ohio
$12.5M -$1.08M -20,796 -9%
FMII
493
Farmers & Merchants Investments Inc
Nebraska
$12.4M -$55.1K -1,063 -0.5%
CTA
494
Chesley Taft & Associates
Illinois
$12.4M +$45.2K +871 +0.4%
KA
495
KLCM Advisors
Wisconsin
$12.3M +$1.28M +24,684 +13%
CAI
496
Capital Advisors Inc
Oklahoma
$12.3M -$140K -2,702 -1%
VIP
497
Vantage Investment Partners
Missouri
$12.2M +$1.99M +38,409 +21%
BBA
498
BLB&B Advisors
Pennsylvania
$11.8M +$28.5K +550 +0.3%
ZA
499
Zweig Advisers
Connecticut
$11.8M -$4.05M -78,000 -27%
BOH
500
Bank of Hawaii
Hawaii
$11.7M -$676K -13,027 -6%

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.