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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
SFM
626
Systematic Financial Management
New Jersey
$7.67M -$8.27M -159,521 -54%
EM
627
Excalibur Management
Massachusetts
$7.67M -$82.5K -1,590 -1%
FHA
628
First Horizon Advisors
Tennessee
$7.66M -$650K -12,538 -8%
EOJOAM
629
E. Ohman J:or Asset Management
Sweden
$7.64M +$3.19M +61,530 +82%
1SB
630
1ST Source Bank
Indiana
$7.63M +$70.5K +1,360 +1%
DBG
631
De Burlo Group
Massachusetts
$7.6M -$534K -10,300 -7%
WTC
632
WhitTier Trust Company
Nevada
$7.6M +$47.5K +916 +0.7%
LAM
633
Lebenthal Asset Management
New York
$7.57M +$5.92M +114,179 +534%
PJSIMP
634
P.J. Schmidt Investment Management (PJS)
Wisconsin
$7.57M +$800K +15,431 +13%
CB
635
Community Bank
New York
$7.53M +$34K +655 +0.5%
BHWM
636
Bar Harbor Wealth Management
New Hampshire
$7.52M +$380K +7,333 +6%
FM
637
Family Management
New York
$7.51M -$1.01M -19,435 -13%
WC
638
Whitney & Co
New York
$7.5M +$90.1K +1,737 +1%
Jones Financial Companies
639
Jones Financial Companies
Missouri
$7.49M +$685K +13,206 +11%
TBA
640
Train Babcock Advisors
New York
$7.46M -$26.9K -518 -0.4%
CIC
641
Cutler Investment Counsel
Oregon
$7.46M +$267K +5,156 +4%
BAM
642
Burnham Asset Management
New York
$7.46M +$1.28M +24,677 +23%
SA
643
Strategic Advisors
New York
$7.44M -$72.8K -1,404 -1%
ACI
644
Alpha Cubed Investments
California
$7.43M -$120K -2,308 -2%
MYLI
645
Meiji Yasuda Life Insurance
Japan
$7.41M -$993K -19,150 -13%
VC
646
Vestor Capital
Illinois
$7.4M +$259 +5 +0%
ECM
647
ETrade Capital Management
Virginia
$7.35M +$1.23M +23,629 +22%
CA
648
Cullinan Associates
Kentucky
$7.29M -$1.82M -35,000 -21%
MAM
649
Meeder Asset Management
Ohio
$7.27M -$1.77M -34,070 -21%
EWA
650
EP Wealth Advisors
California
$7.27M -$755K -14,554 -10%

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.