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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
WS
751
Wedbush Securities
California
$4.29M -$167K -3,412 -4%
IC
752
Intersect Capital
California
$4.28M -$73.4K -1,500 -2%
WAS
753
Winch Advisory Services
Wisconsin
$4.27M -$460K -9,397 -9%
LPT
754
Legacy Private Trust
Wisconsin
$4.25M +$1.03M +21,020 +30%
FVCM
755
F&V Capital Management
Florida
$4.24M -$42.1K -860 -0.9%
CWM
756
Cabot Wealth Management
Massachusetts
$4.21M +$39.9K +816 +0.9%
NRS
757
Neville Rodie & Shaw
New York
$4.21M -$269K -5,505 -6%
FAB
758
First American Bank
Illinois
$4.21M -$42.4K -867 -1%
BCP
759
Blue Chip Partners
Michigan
$4.21M +$350K +7,141 +9%
DAS
760
Dynamic Advisor Solutions
Arizona
$4.2M +$8.57K +175 +0.2%
BPGAM
761
BTG Pactual Global Asset Management
Bermuda
$4.19M +$4.41M +90,000 New
FAM
762
Fred Alger Management
New York
$4.17M -$375K -7,670 -8%
OPTFSNA
763
Old Point Trust & Financial Services N A
Virginia
$4.16M +$41.6K +850 +1%
NCM
764
Narwhal Capital Management
Georgia
$4.16M +$223K +4,550 +5%
CBB
765
Citizens Business Bank
California
$4.15M -$242K -4,946 -5%
RL
766
Ruffer LLP
United Kingdom
$4.14M -$194K -3,965 -4%
WJA
767
Williams Jones & Associates
New York
$4.14M -$41.4K -846 -0.9%
VIP
768
Vantage Investment Partners
Missouri
$4.14M +$3.33M +68,001 +327%
CIA
769
Choate Investment Advisors
Massachusetts
$4.1M -$183K -3,739 -4%
CI
770
Constellation Investments
Ohio
$4.09M -$14.7K -300 -0.3%
AHS
771
Aspiriant Holdings S3
California
$4.08M -$34.5K -705 -0.8%
Tudor Investment Corp
772
Tudor Investment Corp
Connecticut
$4.08M +$4.29M +87,607 New
STB
773
S&T Bank
Pennsylvania
$4.05M -$135K -2,752 -3%
WA
774
WealthTrust Axiom
Pennsylvania
$4.05M -$147K -3,005 -3%
CMBA
775
C.M. Bidwell & Associates
Hawaii
$4.05M +$2.45K +50 +0.1%

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.