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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
DP
526
Dearborn Partners
Illinois
$10.5M -$47.1K -908 -0.5%
LIC
527
Lodestar Investment Counsel
Illinois
$10.4M +$184K +3,550 +2%
RCYC
528
Richard C. Young & Co
Rhode Island
$10.4M -$130K -2,502 -1%
PDN
529
Pensionfund DSM Netherlands
Netherlands
$10.3M
CCM
530
Chilton Capital Management
Texas
$10.3M +$1.04M +20,039 +12%
DG
531
Davidson & Garrard
Virginia
$10.3M +$49.9K +962 +0.5%
MC
532
Moors & Cabot
Massachusetts
$10.2M +$619K +11,943 +7%
CIP
533
Convergence Investment Partners
Florida
$10.2M -$1.02M -19,619 -10%
CCFCSB
534
Cape Cod Five Cents Savings Bank
Massachusetts
$10.1M +$179K +3,447 +2%
BG
535
Bahl & Gaynor
Ohio
$10.1M -$773K -14,912 -8%
CAM
536
Carret Asset Management
New York
$10M -$31.3K -603 -0.3%
LCM
537
LVM Capital Management
Michigan
$10M +$469K +9,050 +5%
OSAM
538
O'Shaughnessy Asset Management
Connecticut
$9.93M +$1.54M +29,720 +20%
UOC
539
UBS O'Connor
Illinois
$9.86M +$9.16M +176,606 New
FNT
540
First National Trust
Pennsylvania
$9.86M +$51.5K +993 +0.6%
MCM
541
MAI Capital Management
Ohio
$9.86M +$163K +3,143 +2%
FTC
542
Farmers Trust Company
Ohio
$9.85M -$632K -12,178 -6%
FP
543
Foundry Partners
Minnesota
$9.83M -$4.12M -79,354 -31%
CA
544
Cetera Advisors
Colorado
$9.81M +$57.5K +1,109 +0.6%
LM
545
Lincluden Management
Ontario, Canada
$9.81M +$94K +1,812 +1%
Carson Wealth (CWM LLC)
546
Carson Wealth (CWM LLC)
Nebraska
$9.74M -$2.83M -54,574 -24%
MERSOM
547
Municipal Employees' Retirement System of Michigan
Michigan
$9.74M +$1.43M +27,590 +19%
JMFC
548
J.M. Forbes & Co
Massachusetts
$9.7M +$166K +3,191 +2%
PC
549
Palo Capital
California
$9.68M +$5.15M +99,311 +134%
VCM
550
Vigilant Capital Management
Maine
$9.67M +$10.7K +206 +0.1%

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.