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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
CB
526
Chemical Bank
Michigan
$8.18M -$173K -3,539 -2%
WC
527
Woodstock Corp
Massachusetts
$8.17M +$80.3K +1,641 +0.9%
SLAM
528
Swiss Life Asset Management
$8.16M +$133K +2,715 +2%
Daiwa Securities Group
529
Daiwa Securities Group
Japan
$8.15M +$3.36M +68,700 +65%
CCM
530
Chilton Capital Management
Texas
$8.15M +$979 +20 +0%
FMII
531
Farmers & Merchants Investments Inc
Nebraska
$8.15M -$51.1K -1,043 -0.6%
N
532
Natixis
France
$8.12M -$2.43M -49,558 -22%
CONA
533
Capital One National Association
New York
$8.12M +$52.6K +1,074 +0.6%
OCM
534
Olstein Capital Management
New York
$8.06M
KPCM
535
Kings Point Capital Management
New York
$8.01M +$206K +4,209 +3%
CCFCSB
536
Cape Cod Five Cents Savings Bank
Massachusetts
$7.99M +$236K +4,823 +3%
CSIC
537
Clifford Swan Investment Counsel
California
$7.98M -$70.6K -1,442 -0.8%
DP
538
Dearborn Partners
Illinois
$7.98M -$284K -5,805 -3%
SSWM
539
Smith Salley Wealth Management
North Carolina
$7.93M +$427K +8,733 +5%
RBA
540
Richard Bernstein Advisors
New York
$7.92M +$2.76M +56,465 +50%
MC
541
Moors & Cabot
Massachusetts
$7.9M -$61K -1,246 -0.7%
AII
542
AGF Investments Inc
Ontario, Canada
$7.88M -$2.71M -55,300 Closed
FM
543
Foster & Motley
Ohio
$7.88M +$696K +14,219 +9%
CM
544
Capital Management
Virginia
$7.81M +$2.46M +50,209 +43%
LDB
545
Lee, Danner & Bass
Tennessee
$7.79M +$155K +3,157 +2%
GLA
546
Great Lakes Advisors
Illinois
$7.77M -$1.71M -34,928 -17%
EIM
547
Emerson Investment Management
Massachusetts
$7.73M +$4.25M +86,760 +110%
HC
548
HHG & Company
Connecticut
$7.68M +$86.3K +1,764 +1%
BSPF
549
British Steel Pension Fund
United Kingdom
$7.61M
JMFC
550
J.M. Forbes & Co
Massachusetts
$7.6M -$130K -2,649 -2%

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.