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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
RCM
601
Riverhead Capital Management
Delaware
$8.18M -$21.4M -412,487 -81%
TFA
602
Transamerica Financial Advisors
Florida
$8.17M +$2.22M +42,881 +41%
WAM
603
Wealthspire Advisors (Maryland)
Maryland
$8.15M -$279K -5,387 -4%
CCT
604
Chemung Canal Trust
New York
$8.15M -$149K -2,870 -2%
DBT
605
Dubuque Bank & Trust
Iowa
$8.13M -$342K -6,589 -4%
CA
606
CapWealth Advisors
Tennessee
$8.13M -$73.6K -1,419 -1%
HCM
607
Howland Capital Management
Massachusetts
$8.1M +$146K +2,818 +2%
ONB
608
Old National Bancorp
Indiana
$8.03M +$645K +12,442 +9%
V
609
Veritable
Delaware
$8.01M +$5.45K +105 +0.1%
RFWA
610
RPg Family Wealth Advisory
Massachusetts
$7.97M +$3.75M +72,306 +103%
CCA
611
Catalyst Capital Advisors
New York
$7.93M +$7.37M +142,053 New
MFBTD
612
MB Financial Bank - Trust Department
Illinois
$7.92M +$79.8K +1,539 +1%
NB
613
NBT Bank
New York
$7.89M -$122K -2,347 -2%
LSA
614
L & S Advisors
California
$7.87M -$353K -6,810 -5%
ICOA
615
Investment Centers of America
North Dakota
$7.85M -$1.67M -32,109 -19%
AAIM
616
American Assets Investment Management
California
$7.82M
LIA
617
LS Investment Advisors
Michigan
$7.81M +$197K +3,791 +3%
ABC
618
Associated Banc-Corp
Wisconsin
$7.81M -$234K -4,509 -3%
PAI
619
Pittenger & Anderson Inc
Nebraska
$7.8M +$204K +3,942 +3%
APFBOT
620
Amica Pension Fund Board of Trustees
Rhode Island
$7.79M
SGAM
621
Steinberg Global Asset Management
Florida
$7.79M +$235K +4,526 +3%
CCG
622
Cypress Capital Group
Florida
$7.78M +$75.8K +1,461 +1%
CAM
623
Congress Asset Management
Massachusetts
$7.78M +$126K +2,426 +2%
MCM
624
Maryland Capital Management
Maryland
$7.74M -$26.8K -517 -0.4%
YMRC
625
Yorktown Management & Research Company
Virginia
$7.67M -$229K -4,409 -3%

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.