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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
Bank of Montreal
51
Bank of Montreal
Ontario, Canada
$453M +$74.2M +1,516,579 +18%
Mitsubishi UFJ Trust & Banking
52
Mitsubishi UFJ Trust & Banking
Japan
$422M +$6.32M +129,140 +1%
UBS Group
53
UBS Group
Switzerland
$412M -$38.7M -790,162 -8%
Swiss National Bank
54
Swiss National Bank
Switzerland
$401M +$13.4M +273,500 +3%
ClearBridge Investments
55
ClearBridge Investments
New York
$401M -$6.32M -129,034 -1%
HSBC Holdings
56
HSBC Holdings
United Kingdom
$395M +$99.1M +2,025,350 +31%
1832 Asset Management
57
1832 Asset Management
Ontario, Canada
$382M +$1.03M +21,060 +0.3%
AIG
58
American International Group
New York
$376M +$11.7M +238,482 +3%
Schroder Investment Management Group
59
Schroder Investment Management Group
United Kingdom
$371M -$1.7M -34,717 -0.4%
New York State Teachers Retirement System (NYSTRS)
60
New York State Teachers Retirement System (NYSTRS)
New York
$367M -$9.1M -185,822 -2%
California State Teachers Retirement System (CalSTRS)
61
California State Teachers Retirement System (CalSTRS)
California
$347M -$8.29M -169,409 -2%
Boston Partners
62
Boston Partners
Massachusetts
$342M +$7.42M +151,484 +2%
O
63
OppenheimerFunds
New York
$337M -$121M -2,473,905 -26%
Fidelity International
64
Fidelity International
Bermuda
$317M +$4.39M +89,600 +1%
SOMRS
65
State of Michigan Retirement System
Michigan
$312M -$129M -2,632,032 -28%
PPA
66
Parametric Portfolio Associates
Washington
$309M +$23.1M +472,513 +8%
EVM
67
Eaton Vance Management
Massachusetts
$306M -$379K -7,750 -0.1%
IGIM
68
I.G. Investment Management
Manitoba, Canada
$304M -$66.5M -1,358,768 -17%
Royal Bank of Canada
69
Royal Bank of Canada
Ontario, Canada
$301M -$100M -2,047,583 -24%
MTB
70
Mizuho Trust & Banking
Japan
$296M +$15.4M +315,515 +5%
American Century Companies
71
American Century Companies
Missouri
$293M -$32.6M -665,638 -10%
EIP
72
Epoch Investment Partners
New York
$282M +$411K +8,390 +0.1%
PAMU
73
Pictet Asset Management (UK)
United Kingdom
$272M +$1.5M +30,671 +0.5%
VVP
74
Vulcan Value Partners
Alabama
$268M +$26.2M +535,684 +10%
RhumbLine Advisers
75
RhumbLine Advisers
Massachusetts
$268M -$58.1M -1,185,902 -17%

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.