We are live on ! Find out more

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
MAA
726
Matrix Asset Advisors
New York
$4.59M +$580K +11,842 +14%
BFIC
727
Bedell Frazier Investment Counselling
California
$4.58M +$1.16M +23,625 +32%
NPIT
728
National Penn Investors Trust
Pennsylvania
$4.58M +$48.8K +997 +1%
BFM
729
Boston Financial Management
Massachusetts
$4.57M -$289K -5,897 -6%
RMAM
730
Raab & Moskowitz Asset Management
New Jersey
$4.54M -$845K -17,272 -15%
AUB
731
Atlantic Union Bankshares
Virginia
$4.53M -$6.02K -123 -0.1%
BCM
732
Bluefin Capital Management
New York
$4.53M +$2.94M +60,020 +161%
GHAM
733
Gilman Hill Asset Management
Connecticut
$4.52M +$310K +6,330 +7%
AAM
734
Autus Asset Management
Arizona
$4.51M +$92.3K +1,885 +2%
BAS
735
Brown Advisory Securities
Maryland
$4.51M -$48.8K -996 -1%
SCM
736
Snow Capital Management
Pennsylvania
$4.5M +$256K +5,228 +6%
BII
737
Bainco International Investors
Massachusetts
$4.49M +$97.9K +2,000 +2%
CPA
738
Cowen Prime Advisors
New York
$4.47M -$57.4K -1,172 -1%
PP
739
Pegasus Partners
Wisconsin
$4.44M +$4.66M +95,209 New
AHC
740
Adell Harriman & Carpenter
Texas
$4.43M +$39.2K +800 +0.8%
OIM
741
Opus Investment Management
Massachusetts
$4.43M
FDCC
742
Foster Dykema Cabot & Co
Massachusetts
$4.42M +$19.8K +405 +0.4%
NPC
743
National Planning Corporation
California
$4.41M +$56.7K +1,158 +1%
PAM
744
Paradigm Asset Management
New York
$4.4M +$49K +1,000 +1%
JWBC
745
J.W. Burns & Co
New York
$4.38M +$10.9K +223 +0.2%
ACM
746
Argyle Capital Management
Pennsylvania
$4.37M +$9.45K +193 +0.2%
VV
747
Verity & Verity
South Carolina
$4.34M +$48.6K +992 +1%
PCM
748
Polaris Capital Management
Massachusetts
$4.33M
BCM
749
Brookstone Capital Management
Illinois
$4.32M +$907K +18,521 +25%
MCM
750
McMillion Capital Management
North Carolina
$4.29M -$257K -5,256 -5%

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.