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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
PCM
676
Parsons Capital Management
Rhode Island
$6.75M +$125K +2,407 +2%
SIP
677
Stoneridge Investment Partners
Pennsylvania
$6.74M +$3.14M +60,586 +101%
SIC
678
SFE Investment Counsel
California
$6.72M -$655K -12,635 -9%
RWM
679
Rench Wealth Management
Texas
$6.71M -$4.1K -79 -0.1%
RAM
680
RWC Asset Management
United Kingdom
$6.59M +$2.71M +52,165 +79%
CTA
681
Colonial Trust Advisors
South Carolina
$6.57M +$10.2K +196 +0.2%
GXMC
682
Global X Management Company
New York
$6.56M +$684K +13,181 +13%
IC
683
Intersect Capital
California
$6.54M +$218K +4,197 +4%
FG
684
Fiduciary Group
Georgia
$6.53M +$289K +5,578 +5%
BOTW
685
Bank of the West
California
$6.5M -$899K -17,332 -13%
GIM
686
Goelzer Investment Management
Indiana
$6.47M +$61.9K +1,194 +1%
TGI
687
Tradewinds Global Investors
California
$6.44M -$2.92M -56,202 -33%
BII
688
Bainco International Investors
Massachusetts
$6.36M +$538K +10,380 +10%
DAS
689
Dynamic Advisor Solutions
Arizona
$6.33M +$345K +6,657 +6%
PFC
690
Phocas Financial Corp
California
$6.31M -$104K -2,003 -2%
AHC
691
Adell Harriman & Carpenter
Texas
$6.3M +$49.3K +950 +0.8%
AA
692
Ancora Advisors
Ohio
$6.29M +$23.1K +446 +0.4%
FAB
693
First American Bank
Illinois
$6.28M +$587K +11,320 +11%
Simplex Trading
694
Simplex Trading
Illinois
$6.28M +$3.63M +69,994 +165%
Capital Fund Management (CFM)
695
Capital Fund Management (CFM)
France
$6.27M +$3.32M +63,990 +132%
Nomura Holdings
696
Nomura Holdings
Japan
$6.27M -$897K -17,286 -13%
TSS
697
Thomas Story & Son
Indiana
$6.18M
AUB
698
Atlantic Union Bankshares
Virginia
$6.18M +$274K +5,291 +5%
KIC
699
Keating Investment Counselors
Florida
$6.14M +$40.2K +775 +0.7%
BCP
700
Blue Chip Partners
Michigan
$6.11M +$210K +4,057 +4%

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.