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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
WS
701
Wedbush Securities
California
$6.09M +$274K +5,289 +5%
PIM
702
Perkins Investment Management
Illinois
$6.08M -$2.98M -57,392 -35%
CWM
703
Catamount Wealth Management
Connecticut
$6.08M +$73.5K +1,417 +1%
GHAM
704
Gilman Hill Asset Management
Connecticut
$6.07M +$143K +2,752 +3%
VWM
705
Venturi Wealth Management
Texas
$6.03M +$124K +2,398 +2%
CP
706
Corbenic Partners
Pennsylvania
$6.02M -$263K -5,069 -4%
MAA
707
Matrix Asset Advisors
New York
$6.01M +$88.2K +1,701 +2%
FBNAT
708
FirstMerit Bank N.A. Trustee
Ohio
$5.98M -$115K -2,218 -2%
HKIM
709
Hayek Kallen Investment Management
Alabama
$5.97M -$123K -2,365 -2%
CNBT
710
Canandaigua National Bank & Trust
New York
$5.96M -$41.6K -802 -0.7%
ERIM
711
Eagle Ridge Investment Management
Connecticut
$5.95M +$10.7K +206 +0.2%
MSR
712
Main Street Research
Connecticut
$5.92M +$827K +15,941 +18%
TAM
713
Tiverton Asset Management
Delaware
$5.92M -$14.7M -283,676 -56%
RA
714
Rational Advisors
New York
$5.91M +$726K +14,000 +15%
FSA
715
Franklin Street Advisors
North Carolina
$5.9M +$1.05M +20,236 +24%
BIC
716
Beach Investment Counsel
Pennsylvania
$5.9M -$73.8K -1,422 -1%
AF
717
Alerus Financial
North Dakota
$5.9M +$5.48M +105,589 New
OIM
718
Opus Investment Management
Massachusetts
$5.86M
OMCS
719
Old Mutual Customised Solutions
South Africa
$5.86M +$135K +2,600 +3%
FMT
720
First Mercantile Trust
Tennessee
$5.85M +$453K +8,737 +9%
CAM
721
Cypress Asset Management
Texas
$5.83M -$32.9K -635 -0.6%
CI
722
Capital International
California
$5.83M -$4.62M -89,150 -46%
SCM
723
Shelton Capital Management
Colorado
$5.83M -$1.3M -25,152 -19%
VFA
724
Voya Financial Advisors
Connecticut
$5.81M +$1.3M +25,124 +31%
VCM
725
Violich Capital Management
California
$5.78M +$80.4K +1,550 +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.