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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
EFS
826
Essex Financial Services
Connecticut
$3.51M +$36.8K +752 +1%
EAM
827
EULAV Asset Management
Florida
$3.5M
ACM
828
Advisors Capital Management
New Jersey
$3.49M -$47.9K -979 -1%
SNT
829
Security National Trust
West Virginia
$3.48M +$27.9K +569 +0.8%
YMRC
830
Yorktown Management & Research Company
Virginia
$3.47M +$979K +20,000 +37%
BA
831
BKS Advisors
Michigan
$3.46M +$11.6K +236 +0.3%
NAM
832
NTV Asset Management
West Virginia
$3.45M +$31.4K +642 +0.9%
GIP
833
Granite Investment Partners
California
$3.44M -$122K -2,499 -3%
CIM
834
Calvert Investment Management
Maryland
$3.44M +$3.06M +62,514 +548%
PAM
835
PartnerRe Asset Management
Connecticut
$3.43M -$703K -14,370 -16%
CT
836
Coastline Trust
Rhode Island
$3.39M +$207K +4,223 +6%
FWCM
837
Ferguson Wellman Capital Management
Oregon
$3.39M +$51.6K +1,055 +1%
PAMG
838
Patton Albertson Miller Group
Tennessee
$3.39M -$21K -428 -0.6%
WT
839
Washington Trust
Rhode Island
$3.38M +$6.36K +130 +0.2%
NI
840
Numeric Investors
Massachusetts
$3.37M +$3.54M +72,300 New
SFT
841
Simmons First Trust
Arkansas
$3.36M -$48.7K -995 -1%
PHIMC
842
Private Harbour Investment Management & Counsel
Ohio
$3.36M +$108K +2,211 +3%
NFG
843
Next Financial Group
Texas
$3.36M -$77.7K -1,587 -2%
WFG
844
Wills Financial Group
Virginia
$3.34M +$20K +408 +0.6%
AMIM
845
Aull & Monroe Investment Management
Alabama
$3.33M -$15.4K -315 -0.4%
NCMW
846
Northern Capital Management (Wisconsin)
Wisconsin
$3.32M -$355K -7,251 -9%
CAL
847
Capital Analysts LLC
Pennsylvania
$3.31M +$84.5K +1,727 +2%
SBH
848
Segall Bryant & Hamill
Illinois
$3.31M +$15.1K +309 +0.4%
OCM
849
Orleans Capital Management
Louisiana
$3.29M -$91.2K -1,864 -3%
ECM
850
Everence Capital Management
Indiana
$3.28M

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.