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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
GWM
851
Graybill Wealth Management
Illinois
$3.27M +$4.65K +95 +0.1%
AC
852
Alley Company
Illinois
$3.26M +$24.3K +496 +0.7%
ACPU
853
Arrowgrass Capital Partners (US)
Delaware
$3.26M +$2.11M +43,099 +160%
GHA
854
Garcia Hamilton & Associates
Texas
$3.26M -$484K -9,891 -12%
PPSG
855
Princeton Portfolio Strategies Group
New Jersey
$3.24M +$148K +3,018 +5%
FG
856
Fiduciary Group
Georgia
$3.23M +$3.39M +69,262 New
BPM
857
Bowling Portfolio Management
Ohio
$3.23M +$427K +8,723 +14%
OA
858
Oxbow Advisors
Texas
$3.23M +$1.02M +20,888 +43%
BBHC
859
Brown Brothers Harriman & Co
New York
$3.2M +$269K +5,489 +9%
WDA
860
Wendell David Associates
New Hampshire
$3.2M +$34.3K +700 +1%
LOCB
861
Lombard Odier & Cie (Bahamas)
Bahamas
$3.18M +$558K +11,400 +20%
AFG
862
Albion Financial Group
Utah
$3.16M -$81.5K -1,665 -2%
AA
863
AlphaMark Advisors
Kentucky
$3.16M -$10.4K -212 -0.3%
WB
864
Webster Bank
Connecticut
$3.15M -$53.3K -1,088 -2%
JFGIW
865
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.12M +$183K +3,733 +6%
DWT
866
Dorsey & Whitney Trust
South Dakota
$3.11M +$91.5K +1,870 +3%
BRWA
867
B. Riley Wealth Advisors
Florida
$3.1M -$534K -10,907 -14%
NC
868
Northpointe Capital
Michigan
$3.09M +$3.25M +66,317 New
SWM
869
SVA Wealth Management
Wisconsin
$3.08M +$174K +3,558 +6%
CCT
870
Capital City Trust
Florida
$3.08M +$101K +2,055 +3%
IH
871
IFC Holdings
Florida
$3.08M +$77.8K +1,590 +3%
BIA
872
Barry Investment Advisors
Massachusetts
$3.06M +$47.3K +966 +1%
CCM
873
CrestPoint Capital Management
Missouri
$3.05M +$19.6K +400 +0.6%
EIA
874
Edgemoor Investment Advisors
Maryland
$3.04M -$49.5K -1,012 -2%
BSB
875
Bangor Savings Bank
Maine
$3.03M -$7.49K -153 -0.2%

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.