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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
KIG
801
Kovitz Investment Group
Illinois
$3.78M -$1.8M -36,675 -31%
OA
802
Outfitter Advisors
Virginia
$3.78M +$39.2K +800 +1%
M
803
MOTCO
Texas
$3.77M +$136K +2,772 +4%
DWM
804
Dorchester Wealth Management
Quebec, Canada
$3.77M +$3.17M +64,729 New
SHA
805
Smith Hayes Advisers
Nebraska
$3.77M +$107K +2,186 +3%
BONST
806
Bank of Nova Scotia Trust
Ontario, Canada
$3.75M +$47.3K +967 +1%
ECM
807
ETrade Capital Management
Virginia
$3.73M +$1.11M +22,621 +39%
BFO
808
Boston Family Office
Massachusetts
$3.73M -$1.14M -23,357 -23%
LCP
809
Legacy Capital Partners
Wisconsin
$3.72M -$68.5K -1,400 -2%
TCOTO
810
Trust Company of the Ozarks
Missouri
$3.7M +$70.3K +1,437 +2%
BFIM
811
Beese Fulmer Investment Management
Ohio
$3.69M -$685 -14 -0%
CCM
812
Compton Capital Management
Rhode Island
$3.68M -$58.7K -1,200 -1%
VIA
813
Vantage Investment Advisors
Pennsylvania
$3.68M -$2.92M -59,646 -43%
NEAM
814
New England Asset Management
Connecticut
$3.63M +$44.1K +900 +1%
BIC
815
Beach Investment Counsel
Pennsylvania
$3.62M +$142K +2,900 +4%
MIM
816
Marco Investment Management
Georgia
$3.61M +$108K +2,200 +3%
SPC
817
Sigma Planning Corp
Michigan
$3.59M -$367K -7,490 -9%
MCM
818
Maple Capital Management
Vermont
$3.58M +$197K +4,017 +6%
SCM
819
Schnieders Capital Management
California
$3.58M +$155K +3,169 +4%
OIM
820
Orca Investment Management
Oregon
$3.56M +$38.7K +791 +1%
BCMO
821
Buckingham Capital Management (Ohio)
Ohio
$3.56M +$85.6K +1,748 +2%
ICAS
822
Investors Capital Advisory Services
Massachusetts
$3.56M -$25.4K -519 -0.7%
HCM
823
Huber Capital Management
California
$3.55M -$220K -4,500 -6%
SCM
824
Salem Capital Management
Massachusetts
$3.53M -$133K -2,725 -3%
BHA
825
Beech Hill Advisors
New York
$3.52M -$1.08M -22,165 -23%

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.