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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
VCM
651
Vision Capital Management
Oregon
$7.25M -$6.94M -133,739 -51%
MPM
652
Meritage Portfolio Management
Kansas
$7.24M -$293K -5,642 -4%
TCM
653
Tufton Capital Management
Maryland
$7.24M -$210K -4,051 -3%
FMBTD
654
First Midwest Bank Trust Division
Illinois
$7.23M -$208K -4,015 -3%
DIA
655
Dean Investment Associates
Ohio
$7.21M -$5.65K -109 -0.1%
AAM
656
Autus Asset Management
Arizona
$7.2M +$246K +4,739 +4%
CIM
657
Contravisory Investment Management
Massachusetts
$7.18M +$6.67M +128,627 +329,813%
CCC
658
Chelsea Counsel Company
California
$7.18M -$2.33M -44,914 -26%
PCM
659
Palisade Capital Management
New Jersey
$7.18M +$2.22M +42,750 +50%
JIC
660
Johnson Investment Counsel
Ohio
$7.08M +$98.4K +1,898 +2%
BPB
661
Badgley, Phelps & Bell
Washington
$7.08M +$11.5K +221 +0.2%
AAA
662
Adams Asset Advisors
Texas
$7.05M +$206K +3,967 +3%
TNBTD
663
Trustmark National Bank Trust Department
Mississippi
$7M -$532K -10,259 -8%
BT
664
Beacon Trust
New Jersey
$6.99M -$104K -2,012 -2%
SBH
665
Segall Bryant & Hamill
Illinois
$6.99M +$19.3K +373 +0.3%
CIS
666
Connors Investor Services
Pennsylvania
$6.98M +$256K +4,932 +4%
RB
667
Rodgers Brothers
Pennsylvania
$6.96M +$98.4K +1,898 +2%
MIAN
668
Mariner Independent Advisor Network
Kansas
$6.9M +$6.41M +123,645 New
PCMI
669
Princeton Capital Management Inc
New Jersey
$6.88M -$49.5K -955 -0.8%
FFBTD
670
First Financial Bank - Trust Division
Ohio
$6.86M +$115K +2,225 +2%
WSCM
671
Wellington Shields Capital Management
New York
$6.85M +$907K +17,477 +17%
BA
672
Birinyi Associates
Connecticut
$6.81M +$57.1K +1,100 +0.9%
EA
673
Evanston Advisors
Illinois
$6.8M -$95.6K -1,843 -1%
NIA
674
Northstar Investment Advisors
Colorado
$6.78M +$232K +4,473 +4%
PP
675
Palladium Partners
Virginia
$6.76M -$102K -1,966 -2%

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.