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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
ONB
676
Old National Bancorp
Indiana
$5.27M -$381K -7,777 -6%
TAM
677
Tealwood Asset Management
Minnesota
$5.23M -$184K -3,765 -3%
PIM
678
Perkins Investment Management
Illinois
$5.22M +$1.22M +25,000 +29%
PFC
679
Phocas Financial Corp
California
$5.2M -$87.8K -1,793 -2%
CWM
680
Catamount Wealth Management
Connecticut
$5.19M +$7.54K +154 +0.1%
BAM
681
Burnham Asset Management
New York
$5.18M -$48.9K -999 -0.9%
PSC
682
Prentiss Smith & Co
Vermont
$5.18M -$208K -4,259 -4%
HPC
683
HM Payson & Co
Maine
$5.17M -$332K -6,789 -6%
CAM
684
Cypress Asset Management
Texas
$5.17M -$17.1K -350 -0.3%
Victory Capital Management
685
Victory Capital Management
Texas
$5.14M -$3.95M -80,700 -42%
FNB
686
First Niagara Bank
New York
$5.13M +$663K +13,550 +14%
TSS
687
Thomas Story & Son
Indiana
$5.13M +$2.47M +50,510 +85%
AIC
688
Argus Investors Counsel
New York
$5.12M +$49K +1,000 +0.9%
FNBTCON
689
First National Bank & Trust Co of Newtown
Pennsylvania
$5.12M -$24.6K -502 -0.5%
ICOA
690
Investment Centers of America
North Dakota
$5.12M -$1.29M -26,336 -19%
HAM
691
Highstreet Asset Management
Ontario, Canada
$5.08M +$695K +14,201 +15%
PAI
692
Pittenger & Anderson Inc
Nebraska
$5.08M -$73.5K -1,502 -1%
CIC
693
Chase Investment Counsel
Virginia
$5.08M -$65K -1,328 -1%
ERIM
694
Eagle Ridge Investment Management
Connecticut
$5.06M -$26.9K -549 -0.5%
CCT
695
Chemung Canal Trust
New York
$5.06M -$94K -1,920 -2%
LCM
696
Logan Capital Management
Pennsylvania
$5.03M -$131K -2,670 -2%
AA
697
Ancora Advisors
Ohio
$5.03M +$5.29M +108,001 New
GC
698
Gratus Capital
Georgia
$5.01M +$77K +1,574 +1%
SGCA
699
Steel Grove Capital Advisors
Tennessee
$5M +$100K +2,051 +2%
TCM
700
Tufton Capital Management
Maryland
$4.99M -$347K -7,087 -6%

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.