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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
NCM
776
Narwhal Capital Management
Georgia
$5.2M
MIM
777
Marco Investment Management
Georgia
$5.12M +$628K +12,100 +15%
MI
778
Markston International
New York
$5.12M +$3.22K +62 +0.1%
Acadian Asset Management
779
Acadian Asset Management
Massachusetts
$5.11M -$2.14M -41,300 -31%
SFWA
780
Summit Financial Wealth Advisors
Louisiana
$5.05M -$85.6K -1,650 -2%
SGCA
781
Steel Grove Capital Advisors
Tennessee
$5.05M -$3.11K -60 -0.1%
SDJVC
782
St. Denis J. Villere & Co
Louisiana
$5.05M +$11.2K +216 +0.2%
BCM
783
Brookstone Capital Management
Illinois
$5.04M +$731K +14,100 +18%
WAS
784
Winch Advisory Services
Wisconsin
$5.02M +$8.92K +172 +0.2%
OPTFSNA
785
Old Point Trust & Financial Services N A
Virginia
$5.01M -$131K -2,524 -3%
CCM
786
Catawba Capital Management
Virginia
$4.99M +$324K +6,250 +8%
JWBC
787
J.W. Burns & Co
New York
$4.95M -$6.22K -120 -0.1%
HAM
788
Highstreet Asset Management
Ontario, Canada
$4.94M +$1.95M +37,661 +74%
WB
789
Webster Bank
Connecticut
$4.93M +$229K +4,409 +5%
AIM
790
Anchor Investment Management
South Carolina
$4.84M +$59.6K +1,149 +1%
VC
791
Vicus Capital
Pennsylvania
$4.82M +$156K +3,005 +4%
TNB
792
Thomasville National Bank
Georgia
$4.82M +$364K +7,010 +9%
ACM
793
Advisors Capital Management
New Jersey
$4.81M +$341K +6,581 +8%
PS
794
Pensionfund Sabic
Netherlands
$4.8M
PP
795
Pegasus Partners
Wisconsin
$4.8M +$88.3K +1,702 +2%
SCA
796
Snowden Capital Advisors
New York
$4.76M +$340K +6,559 +8%
LIM
797
Leavell Investment Management
Alabama
$4.75M +$55.6K +1,071 +1%
SPC
798
Sigma Planning Corp
Michigan
$4.74M +$86.4K +1,665 +2%
LCP
799
Legacy Capital Partners
Wisconsin
$4.69M -$123K -2,370 -3%
GC
800
Grimes & Company
Massachusetts
$4.68M -$327K -6,299 -7%

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.