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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
GMI
501
Greystone Managed Investments
Saskatchewan, Canada
$11.7M -$642K -12,376 -6%
RIL
502
Rothschild Investment LLC
Illinois
$11.5M +$314K +6,050 +3%
SGAM
503
Smith Group Asset Management
Texas
$11.5M -$18.9M -363,900 -64%
CIM
504
Corda Investment Management
Texas
$11.4M +$41.6K +802 +0.4%
TMAM
505
Tokio Marine Asset Management
Japan
$11.4M -$104K -1,999 -1%
MYAM
506
Meiji Yasuda Asset Management
Japan
$11.4M +$2.51M +48,321 +31%
HCM
507
Hilton Capital Management
New York
$11.4M +$9.89M +190,645 +1,415%
CDH
508
Charles D. Hyman
$11.4M +$711K +13,701 +7%
FA
509
FDx Advisors
Illinois
$11.3M -$179K -3,445 -2%
BB
510
Busey Bank
Illinois
$11.3M +$361K +6,957 +4%
VKH
511
Virtu KCG Holdings
New York
$11.2M +$5.65M +108,917 +118%
FM
512
Foster & Motley
Ohio
$11.2M +$549K +10,588 +6%
DWM
513
Destination Wealth Management
California
$11.2M +$1.75M +33,735 +20%
DLA
514
Douglas Lane & Associates
New York
$11.1M -$1.78M -34,310 -15%
ICM
515
Intrepid Capital Management
Florida
$11.1M
TCT
516
TIAA CREF Trust
Missouri
$11.1M +$620K +11,961 +6%
HAI
517
Hennessy Advisors Inc
California
$11.1M -$96K -1,850 -0.9%
SCA
518
Stillwater Capital Advisors
Pennsylvania
$10.9M +$117K +2,250 +1%
ACM
519
Argent Capital Management
Missouri
$10.9M +$56.3K +1,086 +0.6%
FNBT
520
FineMark National Bank & Trust
Florida
$10.8M +$400K +7,708 +4%
LCP
521
LGT Capital Partners
Switzerland
$10.8M +$4.46M +86,000 +80%
TCOV
522
Trust Company of Vermont
Vermont
$10.7M +$224K +4,320 +2%
SWP
523
Stratos Wealth Partners
Ohio
$10.6M +$1.02M +19,589 +12%
SSWM
524
Smith Salley Wealth Management
North Carolina
$10.6M +$675K +13,011 +7%
KPCM
525
Kings Point Capital Management
New York
$10.5M +$33.4K +644 +0.3%

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.