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
NSEDCP
901
NJ State Employees Deferred Compensation Plan
New Jersey
$3.63M
AFG
902
Albion Financial Group
Utah
$3.63M -$6.48K -125 -0.2%
NFG
903
Next Financial Group
Texas
$3.6M +$166K +3,196 +5%
BCM
904
Brookmont Capital Management
Texas
$3.6M -$684K -13,180 -17%
GIA
905
Gargoyle Investment Advisor
New Jersey
$3.6M +$879K +16,950 +36%
AA
906
AlphaMark Advisors
Kentucky
$3.6M -$131K -2,522 -4%
SCA
907
Stonebridge Capital Advisors
Minnesota
$3.58M +$203K +3,917 +7%
EWM
908
Evercore Wealth Management
New York
$3.58M +$194K +3,740 +6%
CA
909
Cornerstone Advisors
North Carolina
$3.57M -$1.82M -35,000 -35%
IFAM
910
Institutional & Family Asset Management
Colorado
$3.56M +$170K +3,279 +5%
LWAC
911
Laurel Wealth Advisors (California)
California
$3.56M -$90.6K -1,746 -3%
NSIM
912
North Star Investment Management
Illinois
$3.55M +$32.9K +635 +1%
LJAC
913
L.J. Altfest & Co
New York
$3.55M +$450K +8,680 +16%
VHAM
914
Van Hulzen Asset Management
California
$3.54M -$240K -4,636 -7%
UF
915
Univest Financial
Pennsylvania
$3.53M -$40.8K -786 -1%
VFS
916
VSR Financial Services
Kansas
$3.53M -$3.84M -74,116 -54%
IWA
917
Intercontinental Wealth Advisors
Texas
$3.52M -$150K -2,894 -4%
CIC
918
Chase Investment Counsel
Virginia
$3.51M -$2.55M -49,149 -44%
FFWA
919
FRG Family Wealth Advisors
Washington
$3.51M +$22K +425 +0.7%
PFSC
920
Peoples Financial Services Corp
Pennsylvania
$3.5M -$100K -1,937 -3%
TCOT
921
Trust Company of Toledo
Ohio
$3.5M +$131K +2,535 +4%
BIA
922
Barry Investment Advisors
Massachusetts
$3.5M +$6.28K +121 +0.2%
NAM
923
NTV Asset Management
West Virginia
$3.49M +$674 +13 +0%
TRCT
924
Tower Research Capital (TRC)
New York
$3.49M +$3.09M +59,624 +2,116%
CFMC
925
Curbstone Financial Management Corp
New Hampshire
$3.46M +$122K +2,350 +4%

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.