We are live on ! Find out more

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
BFIM
826
Beese Fulmer Investment Management
Ohio
$4.41M -$14.2K -273 -0.3%
ECM
827
Everence Capital Management
Indiana
$4.4M +$1.19M +23,030 +41%
HW
828
Hancock Whitney
Mississippi
$4.39M -$8.73M -168,267 -68%
PAIM
829
Punch & Associates Investment Management
Minnesota
$4.38M +$1.42M +27,331 +53%
MPAM
830
Murphy Pohlad Asset Management
Minnesota
$4.36M
EWA
831
Exencial Wealth Advisors
Oklahoma
$4.34M +$108K +2,078 +3%
TF
832
Tompkins Financial
New York
$4.34M -$171K -3,302 -4%
BIA
833
Biondo Investment Advisors
Pennsylvania
$4.34M +$81.2K +1,565 +2%
LCM
834
Logan Capital Management
Pennsylvania
$4.33M -$1.53M -29,437 -28%
SFFS
835
Stonehage Fleming Financial Services
Jersey
$4.33M -$454K -8,760 -10%
SCM
836
Salem Capital Management
Massachusetts
$4.31M +$120K +2,312 +3%
GIP
837
Granite Investment Partners
California
$4.31M +$52 +1 +0%
SWM
838
SVA Wealth Management
Wisconsin
$4.3M +$4.1K +79 +0.1%
RIA
839
RPG Investment Advisory
California
$4.28M +$728K +14,033 +22%
AP
840
AHL Partners
United Kingdom
$4.28M -$619K -11,934 -13%
SNT
841
Security National Trust
West Virginia
$4.28M +$122K +2,361 +3%
GP
842
Girard Partners
Pennsylvania
$4.27M +$491K +9,465 +14%
BA
843
BKS Advisors
Michigan
$4.27M +$684K +13,193 +21%
AMIM
844
Aull & Monroe Investment Management
Alabama
$4.25M -$20.7K -400 -0.5%
BFIC
845
Bedell Frazier Investment Counselling
California
$4.22M -$36.3K -699 -0.9%
CM
846
Capital Management
Virginia
$4.22M +$770K +14,842 +24%
FANJ
847
Financial Architects (New Jersey)
New Jersey
$4.2M +$220K +4,235 +6%
EGA
848
Eagle Global Advisors
Texas
$4.2M +$4.77K +92 +0.1%
AGI
849
Athena Global Investors
Virginia
$4.18M -$2.38M -45,902 -38%
SFS
850
Strategic Financial Services
New York
$4.17M -$40.7K -784 -1%

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.