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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
AGI
651
Athena Global Investors
Virginia
$5.63M -$972K -19,864 -14%
CWM
652
Concert Wealth Management
California
$5.62M -$301K -6,159 -5%
FB
653
Fulton Bank
Pennsylvania
$5.62M +$307K +6,270 +5%
JIC
654
Johnson Investment Counsel
Ohio
$5.62M +$58.4K +1,192 +1%
MI
655
Markston International
New York
$5.58M -$597K -12,195 -9%
OI
656
Oakbrook Investments
Illinois
$5.53M -$1.52M -31,140 -21%
AIA
657
Alerus Investment Advisors
Minnesota
$5.52M +$1.37K +28 +0%
ID
658
Integral Derivatives
New York
$5.51M +$5.79M +118,297 New
SCM
659
Sterneck Capital Management
Missouri
$5.48M -$1.96K -40 -0%
BPB
660
Badgley, Phelps & Bell
Washington
$5.47M -$7.68K -157 -0.1%
ACI
661
Alpha Cubed Investments
California
$5.44M +$818K +16,713 +17%
TAM
662
Trillium Asset Management
Massachusetts
$5.44M -$2.68M -54,751 -32%
FMT
663
First Mercantile Trust
Tennessee
$5.44M -$295K -6,030 -5%
MAM
664
Mastrapasqua Asset Management
Tennessee
$5.41M +$5.68M +116,029 New
BCA
665
Bernzott Capital Advisors
California
$5.39M -$115K -2,348 -2%
MPM
666
Meritage Portfolio Management
Kansas
$5.36M +$104K +2,119 +2%
PCM
667
Parsons Capital Management
Rhode Island
$5.34M +$118K +2,417 +2%
FBNAT
668
FirstMerit Bank N.A. Trustee
Ohio
$5.33M -$103K -2,099 -2%
CIC
669
Carnegie Investment Counsel
Ohio
$5.33M +$213K +4,347 +4%
RW
670
Rand Wealth
Maryland
$5.32M +$454K +9,269 +9%
WSCM
671
Wellington Shields Capital Management
New York
$5.32M +$29.6K +605 +0.5%
CA
672
Cornerstone Advisors
North Carolina
$5.31M
CCI
673
Credit Capital Investments
New Jersey
$5.31M +$196K +4,000 +4%
FFBTD
674
First Financial Bank - Trust Division
Ohio
$5.27M +$162K +3,311 +3%
HKIM
675
Hayek Kallen Investment Management
Alabama
$5.27M +$51.6K +1,054 +0.9%

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.