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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
State Farm Mutual Automobile Insurance
51
State Farm Mutual Automobile Insurance
Illinois
$632M
AIG
52
American International Group
New York
$565M +$123K +2,371 +0%
Allianz Asset Management
53
Allianz Asset Management
Germany
$522M -$84.2M -1,623,869 -15%
UBS Group
54
UBS Group
Switzerland
$519M +$11.3M +218,350 +2%
Mitsubishi UFJ Trust & Banking
55
Mitsubishi UFJ Trust & Banking
Japan
$516M +$20.4M +393,685 +4%
PPA
56
Parametric Portfolio Associates
Washington
$515M +$23M +443,000 +5%
Fidelity International
57
Fidelity International
Bermuda
$506M +$93.8M +1,808,972 +25%
Manulife (Manufacturers Life Insurance)
58
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$502M +$6.1M +117,575 +1%
BlackRock
59
BlackRock
New York
$496M -$9.82M -189,354 -2%
TA
60
Teachers Advisors
New York
$493M +$101M +1,942,752 +28%
California State Teachers Retirement System (CalSTRS)
61
California State Teachers Retirement System (CalSTRS)
California
$491M +$5.36M +103,298 +1%
ClearBridge Investments
62
ClearBridge Investments
New York
$454M +$11M +212,748 +3%
AL
63
AJO LP
Pennsylvania
$445M +$88.1M +1,698,661 +27%
O
64
OppenheimerFunds
New York
$437M +$7.45M +143,653 +2%
New York State Teachers Retirement System (NYSTRS)
65
New York State Teachers Retirement System (NYSTRS)
New York
$436M -$3.12M -60,125 -0.8%
RJA
66
Raymond James & Associates
Florida
$404M +$24.3M +468,671 +7%
American Century Companies
67
American Century Companies
Missouri
$398M +$20.6M +396,796 +6%
MTB
68
Mizuho Trust & Banking
Japan
$379M +$7.58M +146,144 +2%
1832 Asset Management
69
1832 Asset Management
Ontario, Canada
$365M +$9.59M +184,931 +3%
Grantham, Mayo, Van Otterloo & Co (GMO)
70
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$359M +$25.9M +499,717 +8%
RhumbLine Advisers
71
RhumbLine Advisers
Massachusetts
$350M +$16.1M +310,907 +5%
EVM
72
Eaton Vance Management
Massachusetts
$346M +$18M +347,699 +6%
EIP
73
Epoch Investment Partners
New York
$344M +$6.57M +126,709 +2%
Adage Capital Partners
74
Adage Capital Partners
Massachusetts
$341M +$2.01M +38,832 +0.6%
Principal Financial Group
75
Principal Financial Group
Iowa
$340M +$4.96M +95,531 +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.