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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
LIC
551
Lodestar Investment Counsel
Illinois
$7.52M -$41.5K -848 -0.5%
ANBT
552
American National Bank & Trust
Texas
$7.52M -$697K -14,235 -8%
KCM
553
Kanawha Capital Management
Virginia
$7.51M +$104K +2,134 +1%
CI
554
Capital International
California
$7.43M +$108K +2,200 +1%
FBB
555
Fulton Breakefield Broenniman
Maryland
$7.41M +$98.5K +2,013 +1%
DBT
556
Dubuque Bank & Trust
Iowa
$7.41M +$279K +5,700 +4%
FNT
557
First National Trust
Pennsylvania
$7.38M +$238K +4,857 +3%
EM
558
Excalibur Management
Massachusetts
$7.36M +$12.3K +251 +0.2%
FM
559
Family Management
New York
$7.34M +$628K +12,831 +9%
AL
560
Agran Libbie
California
$7.33M -$151K -3,088 -2%
PFM
561
Parsec Financial Management
North Carolina
$7.31M +$281K +5,748 +4%
PCM
562
Palouse Capital Management
Washington
$7.28M +$2.45K +50 +0%
EWA
563
EP Wealth Advisors
California
$7.27M +$136K +2,777 +2%
FA
564
FDx Advisors
Illinois
$7.26M +$864K +17,657 +13%
NMIMC
565
Northwestern Mutual Investment Management Company
Wisconsin
$7.16M -$26.2M -534,328 -78%
LIA
566
LS Investment Advisors
Michigan
$7.13M +$403K +8,224 +6%
HC
567
Hourglass Capital
Texas
$7.12M -$236K -4,820 -3%
AP
568
Appleton Partners
Massachusetts
$7.11M -$155K -3,162 -2%
NB
569
NBT Bank
New York
$7.09M -$3.04K -62 -0%
MSR
570
Main Street Research
Connecticut
$7.09M +$442K +9,023 +6%
PWW
571
Pettyjohn Wood & White
Virginia
$7.08M -$29.1K -595 -0.4%
PAM
572
PVG Asset Management
Colorado
$7.08M -$243K -4,967 -3%
BT
573
Beacon Trust
New Jersey
$7.08M -$209K -4,271 -3%
MAM
574
Meeder Asset Management
Ohio
$7.05M +$361K +7,369 +5%
MCM
575
MAI Capital Management
Ohio
$7.03M +$512K +10,453 +7%

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.