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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
NSEDCP
876
NJ State Employees Deferred Compensation Plan
New Jersey
$3.03M
DWA
877
Douglass Winthrop Advisors
New York
$3.02M
IB
878
Intrust Bank
Kansas
$3.02M +$119K +2,431 +4%
PFPT
879
Pinnacle Financial Partners (Tennessee)
Tennessee
$3.02M +$70.7K +1,444 +2%
CCM
880
Catawba Capital Management
Virginia
$3M -$45K -920 -1%
CC
881
Cipher Capital
New York
$3M +$3.16M +64,457 New
LJAC
882
L.J. Altfest & Co
New York
$2.98M +$30.5K +624 +1%
BO
883
Bank OZK
Arkansas
$2.98M +$15.3K +312 +0.5%
SWM
884
Segment Wealth Management
Texas
$2.97M -$13.7K -279 -0.4%
VAM
885
Visionary Asset Management
Texas
$2.94M -$147K -2,994 -5%
PWAP
886
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$2.94M +$30.6K +626 +1%
SIP
887
Stoneridge Investment Partners
Pennsylvania
$2.93M +$3.08M +62,875 New
ECML
888
Eagle Capital Management (Louisiana)
Louisiana
$2.92M -$2.94K -60 -0.1%
PFSC
889
Peoples Financial Services Corp
Pennsylvania
$2.9M -$79.8K -1,631 -3%
PIM
890
Penobscot Investment Management
Massachusetts
$2.89M +$10.8K +220 +0.4%
BOCM
891
Bontempo Ohly Capital Management
Maryland
$2.88M -$37K -756 -1%
TCM
892
Texan Capital Management
Texas
$2.86M +$2.25M +45,864 +296%
FANJ
893
Financial Architects (New Jersey)
New Jersey
$2.86M -$24.6K -502 -0.8%
KFC
894
Klingenstein Fields & Co
New York
$2.85M -$37.1K -758 -1%
GCM
895
GoodHaven Capital Management
New Jersey
$2.85M -$590K -12,050 -16%
CYG
896
Clean Yield Group
Vermont
$2.84M -$27.9K -570 -0.9%
HCA
897
Horan Capital Advisors
Ohio
$2.84M +$132K +2,706 +5%
GS
898
GAM Systematic
United Kingdom
$2.84M -$297K -6,061 -9%
CCM
899
Cutler Capital Management
Massachusetts
$2.82M +$1.79M +36,501 +152%
SLG
900
Stanley-Laman Group
Pennsylvania
$2.82M -$26.9K -550 -0.9%

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.