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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
BIC
901
Bridges Investment Counsel
Nebraska
$2.81M -$237K -4,847 -7%
Two Sigma Investments
902
Two Sigma Investments
New York
$2.81M -$3.16M -64,550 -52%
DCC
903
Dow Chemical Company
Michigan
$2.8M
NSIM
904
North Star Investment Management
Illinois
$2.79M +$45.9K +938 +2%
CIS
905
Capital International Sarl
California
$2.79M +$294K +5,996 +11%
TNB
906
Thomasville National Bank
Georgia
$2.79M +$68.8K +1,405 +2%
SIM
907
Sterling Investment Management
Arizona
$2.79M +$68.6K +1,402 +2%
SBWM
908
Sunflower Bank Wealth Management
Arizona
$2.79M -$122K -2,501 -4%
MIM
909
Midwest Investment Management
Ohio
$2.78M -$60K -1,225 -2%
FA
910
FMA Advisory
Pennsylvania
$2.77M +$2.9M +59,322 New
LW
911
Linscomb Wealth
Texas
$2.76M -$343 -7 -0%
AFG
912
American Financial Group
Ohio
$2.76M
RBC
913
Ronald Blue & Co
Georgia
$2.75M +$11.2K +228 +0.4%
VFA
914
Voya Financial Advisors
Connecticut
$2.75M +$240K +4,913 +9%
ECM
915
Evergreen Capital Management
Washington
$2.75M -$1.34M -27,424 -32%
CT
916
Chicago Trust
Illinois
$2.74M -$22.1K -451 -0.8%
TL
917
Tirschwell & Loewy
New York
$2.73M +$264K +5,400 +10%
FNB
918
Farmers National Bank
Kentucky
$2.73M -$11.7K -240 -0.4%
WKWM
919
Walter & Keenan Wealth Management
Indiana
$2.73M +$209K +4,271 +8%
MA
920
Marshwinds Advisory
Georgia
$2.72M -$95.4K -1,949 -3%
DHFB
921
Dixon Hubard Feinour & Brown
Virginia
$2.71M +$25K +510 +0.9%
ZB
922
Zions Bancorporation
Utah
$2.7M +$705K +14,406 +33%
MC
923
Martin & Co
Tennessee
$2.69M +$13.5K +275 +0.5%
AA
924
Apriem Advisors
California
$2.68M +$113K +2,316 +4%
TSWM
925
Triangle Securities Wealth Management
North Carolina
$2.68M -$130K -2,650 -4%

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.