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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
CWM
601
CIBC World Markets
New York
$6.45M +$6.77M +138,328 New
HCM
602
Hollencrest Capital Management
California
$6.43M +$4.79M +97,922 +245%
NBC
603
Neuberger Berman Canada
Ontario, Canada
$6.42M +$428K +8,747 +7%
SWP
604
Stratos Wealth Partners
Ohio
$6.4M +$2.18M +44,555 +48%
V
605
Veritable
Delaware
$6.4M -$2.47M -50,443 -27%
FWIA
606
Fort Washington Investment Advisors
Ohio
$6.4M -$671K -13,703 -9%
GXMC
607
Global X Management Company
New York
$6.37M +$859K +17,541 +15%
VC
608
Vestor Capital
Illinois
$6.32M +$6.64M +135,685 New
TNBTD
609
Trustmark National Bank Trust Department
Mississippi
$6.26M -$1.45M -29,700 -18%
SCM
610
Shelton Capital Management
Colorado
$6.26M -$63.2K -1,292 -1%
MYAM
611
Meiji Yasuda Asset Management
Japan
$6.26M +$177K +3,609 +3%
CA
612
Cetera Advisors
Colorado
$6.25M +$188K +3,840 +3%
FHA
613
First Horizon Advisors
Tennessee
$6.22M -$310K -6,342 -5%
FTC
614
Farmers Trust Company
Ohio
$6.22M +$312K +6,379 +5%
SOADOR
615
State of Alaska Department of Revenue
Alaska
$6.21M +$133K +2,720 +2%
LMGAM
616
Liberty Mutual Group Asset Management
Massachusetts
$6.21M -$3.24M -66,236 -33%
KRSITF
617
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$6.2M -$27.1K -553 -0.4%
MYLI
618
Meiji Yasuda Life Insurance
Japan
$6.2M -$29.4K -600 -0.4%
LNB
619
Ledyard National Bank
$6.19M +$643K +13,140 +11%
MCM
620
Maryland Capital Management
Maryland
$6.17M +$231K +4,710 +4%
BFG
621
Beacon Financial Group
Texas
$6.17M +$915K +18,702 +17%
PP
622
Palladium Partners
Virginia
$6.15M -$147K -3,013 -2%
Northwestern Mutual Wealth Management
623
Northwestern Mutual Wealth Management
Wisconsin
$6.14M +$237K +4,851 +4%
WC
624
Whitney & Co
New York
$6.08M +$78.6K +1,605 +1%
RB
625
Rodgers Brothers
Pennsylvania
$6.06M -$25.1K -513 -0.4%

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.