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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
FDCC
801
Foster Dykema Cabot & Co
Massachusetts
$4.68M -$530K -10,210 -11%
M
802
MOTCO
Texas
$4.67M -$207K -3,997 -5%
FBT
803
First Bankers Trust
Kentucky
$4.65M -$1.03M -19,948 -19%
FNB
804
First Niagara Bank
New York
$4.65M -$114K -2,197 -3%
TCM
805
Tetrem Capital Management
Manitoba, Canada
$4.62M -$130K -2,497 -3%
CIA
806
Choate Investment Advisors
Massachusetts
$4.62M -$498K -9,610 -10%
LGC
807
Laurel Grove Capital
California
$4.62M -$148K -2,850 -3%
GC
808
Grace Capital
Massachusetts
$4.61M -$68.7K -1,324 -2%
IH
809
IFC Holdings
Florida
$4.61M +$489K +9,429 +13%
STB
810
S&T Bank
Pennsylvania
$4.6M -$189K -3,638 -4%
BSPF
811
British Steel Pension Fund
United Kingdom
$4.58M -$3.22M -62,105 -43%
BCMO
812
Buckingham Capital Management (Ohio)
Ohio
$4.57M +$65.1K +1,255 +2%
PPSG
813
Princeton Portfolio Strategies Group
New Jersey
$4.57M -$107K -2,063 -2%
OSNBOA
814
Old Second National Bank of Aurora
Illinois
$4.56M +$115K +2,208 +3%
QIM
815
Quantitative Investment Management
Virginia
$4.56M +$4.23M +81,600 New
CC
816
Chanos & Company
New York
$4.55M -$3.65M -70,377 -46%
LW
817
Linscomb Wealth
Texas
$4.52M -$171K -3,289 -4%
SI
818
SII Investments
Wisconsin
$4.51M +$908K +17,514 +28%
SCM
819
Schnieders Capital Management
California
$4.51M +$25.6K +493 +0.6%
ICAS
820
Investors Capital Advisory Services
Massachusetts
$4.51M +$1.92K +37 +0%
LTI
821
Laffer Tengler Investments
Tennessee
$4.5M +$4.18M +80,656 New
DRS
822
Deane Retirement Strategies
Louisiana
$4.48M -$76.4K -1,472 -2%
Mariner
823
Mariner
Kansas
$4.45M +$633K +12,199 +18%
MCM
824
McMillion Capital Management
North Carolina
$4.44M -$136K -2,625 -3%
AWA
825
ARS Wealth Advisors
Florida
$4.41M +$149K +2,870 +4%

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.