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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
CVSCT
576
C.V. Starr & Co Trust
New York
$6.99M
PCM
577
Palisade Capital Management
New Jersey
$6.97M -$329K -6,719 -4%
AB
578
Amalgamated Bank
New York
$6.91M +$184K +3,756 +3%
MFS
579
MSI Financial Services
Massachusetts
$6.91M +$341K +6,968 +5%
CIA
580
Capital Investment Advisors
Georgia
$6.87M +$2.01K +41 +0%
MAM
581
Mizuho Asset Management
Japan
$6.86M +$2.98M +60,920 +71%
GIM
582
Grassi Investment Management
California
$6.84M +$114K +2,328 +2%
JC
583
Jacobs & Co
California
$6.82M -$5.58K -114 -0.1%
1IA
584
1834 Investment Advisors
Wisconsin
$6.8M +$81.3K +1,661 +1%
GJIC
585
Gamble Jones Investment Counsel
California
$6.78M +$14.6K +299 +0.2%
EAM
586
EverPoint Asset Management
Connecticut
$6.78M +$7.12M +145,400 New
CIP
587
Convergence Investment Partners
Florida
$6.77M +$3.35M +68,500 +89%
MERSOM
588
Municipal Employees' Retirement System of Michigan
Michigan
$6.71M +$1.05M +21,370 +17%
HCM
589
Howland Capital Management
Massachusetts
$6.7M -$56.8K -1,161 -0.8%
CCG
590
Cypress Capital Group
Florida
$6.68M +$253K +5,162 +4%
OCM
591
Oakwood Capital Management
California
$6.66M +$438K +8,939 +7%
KJHP
592
K.J. Harrison & Partners
Ontario, Canada
$6.65M -$338K -6,900 -5%
VAS
593
Valicenti Advisory Services
New York
$6.64M +$29.1K +595 +0.4%
TBA
594
Train Babcock Advisors
New York
$6.61M +$73.7K +1,505 +1%
FNBT
595
FineMark National Bank & Trust
Florida
$6.61M +$305K +6,231 +5%
HCMT
596
Highland Capital Management (Tennessee)
Tennessee
$6.59M +$5.85M +119,430 +543%
SIC
597
SFE Investment Counsel
California
$6.57M +$160K +3,268 +2%
AAIM
598
American Assets Investment Management
California
$6.53M
APFBOT
599
Amica Pension Fund Board of Trustees
Rhode Island
$6.5M
FAAS
600
First Allied Advisory Services
California
$6.48M +$346K +7,077 +5%

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.