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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
WTC
626
WhitTier Trust Company
Nevada
$6.01M +$114K +2,328 +2%
ABC
627
Associated Banc-Corp
Wisconsin
$6M -$52.5K -1,072 -0.8%
CIC
628
Cutler Investment Counsel
Oregon
$5.97M +$1.14M +23,220 +22%
CAM
629
Congress Asset Management
Massachusetts
$5.94M +$104K +2,125 +2%
BHWM
630
Bar Harbor Wealth Management
New Hampshire
$5.93M -$236K -4,817 -4%
1SB
631
1ST Source Bank
Indiana
$5.91M +$24.3K +496 +0.4%
SA
632
Strategic Advisors
New York
$5.9M +$450K +9,189 +8%
BUB
633
BBVA USA Bancshares
Texas
$5.82M +$114K +2,320 +2%
AAA
634
Adams Asset Advisors
Texas
$5.78M
BOTW
635
Bank of the West
California
$5.78M +$50.1K +1,024 +0.8%
SCVF
636
Small Cap Value Fund
Texas
$5.78M +$6.07M +124,071 New
SGAM
637
Steinberg Global Asset Management
Florida
$5.78M +$203K +4,148 +3%
Jones Financial Companies
638
Jones Financial Companies
Missouri
$5.74M +$136K +2,787 +2%
BRCM
639
Bright Rock Capital Management
Massachusetts
$5.73M +$392K +8,000 +7%
CCM
640
CWH Capital Management
Washington
$5.72M -$150K -3,070 -2%
VFS
641
VSR Financial Services
Kansas
$5.72M +$107K +2,181 +2%
EA
642
Evanston Advisors
Illinois
$5.72M +$219K +4,482 +4%
RWM
643
Rench Wealth Management
Texas
$5.71M -$80.7K -1,648 -1%
OMCS
644
Old Mutual Customised Solutions
South Africa
$5.71M +$230K +4,700 +4%
NPA
645
Nichols & Pratt Advisers
Massachusetts
$5.7M +$195K +3,975 +3%
NFGCM
646
Norman Fields Gottscho Capital Management
New York
$5.67M +$3.67K +75 +0.1%
PJSIMP
647
P.J. Schmidt Investment Management (PJS)
Wisconsin
$5.67M -$3.04K -62 -0.1%
PP
648
Paloma Partners
Connecticut
$5.66M +$5.95M +121,486 New
CTA
649
Colonial Trust Advisors
South Carolina
$5.64M +$34.3K +700 +0.6%
CB
650
Community Bank
New York
$5.63M +$15.1K +309 +0.3%

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.