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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
CAM
726
Centre Asset Management
New York
$5.74M -$1.03M -19,860 -16%
LNB
727
Ledyard National Bank
$5.73M -$1.23M -23,790 -19%
NRS
728
Neville Rodie & Shaw
New York
$5.71M +$58.1K +1,120 +1%
HCM
729
Hollencrest Capital Management
California
$5.7M +$2.18M +42,103 +70%
BCA
730
Bernzott Capital Advisors
California
$5.7M -$257K -4,948 -5%
WJA
731
Williams Jones & Associates
New York
$5.68M +$979K +18,879 +23%
W
732
Wealthfront
California
$5.67M +$32.4K +624 +0.6%
ZAM
733
Zevin Asset Management
Massachusetts
$5.66M -$1.35M -26,105 -20%
FFSOTS
734
Fiduciary Financial Services of The Southwest
Texas
$5.64M +$63.1K +1,217 +1%
HPC
735
HM Payson & Co
Maine
$5.64M -$218K -4,203 -4%
HP
736
Hosking Partners
United Kingdom
$5.63M +$692K +13,338 +15%
HVIA
737
Hudson Valley Investment Advisors
New York
$5.63M +$53.2K +1,025 +1%
PAM
738
Paradigm Asset Management
New York
$5.58M +$482K +9,292 +10%
VIA
739
Vantage Investment Advisors
Pennsylvania
$5.56M -$12.1K -234 -0.2%
BCM
740
BTC Capital Management
Iowa
$5.55M +$812K +15,655 +19%
EVM
741
Evelyn V. Moreno
$5.54M +$28.3K +545 +0.6%
NCM
742
Nelson Capital Management
California
$5.54M +$18.7K +360 +0.4%
MCM
743
Matarin Capital Management
New York
$5.54M +$5.14M +99,179 New
FNBTCON
744
First National Bank & Trust Co of Newtown
Pennsylvania
$5.53M -$24.8K -478 -0.4%
CC
745
ClearArc Capital
Ohio
$5.53M -$15.3K -295 -0.3%
ACC
746
Accident Compensation Corp
New Zealand
$5.52M
BHA
747
Beech Hill Advisors
New York
$5.52M +$1.19M +23,010 +30%
AIC
748
Argus Investors Counsel
New York
$5.52M -$106K -2,050 -2%
CWM
749
CIBC World Markets
New York
$5.51M +$5.12M +98,675 New
FSA
750
Financial Sense Advisors
California
$5.5M +$1.85M +35,625 +57%

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.