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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
CCM
926
CWH Capital Management
Washington
$3.46M -$150K -2,894 -4%
DWM
927
Dorchester Wealth Management
Quebec, Canada
$3.44M -$24.6K -475 -0.8%
FA
928
Fagan Associates
New York
$3.44M +$17.1K +330 +0.5%
CBTWT
929
Community Bank & Trust (Waco, Texas)
Texas
$3.43M +$253K +4,883 +9%
SCM
930
Stuyvesant Capital Management
New York
$3.42M +$11.7K +225 +0.4%
SWM
931
Segment Wealth Management
Texas
$3.4M -$268K -5,162 -8%
MBTD
932
Mechanics Bank - Trust Department
California
$3.36M +$138K +2,660 +5%
Fiera Capital (Canada)
933
Fiera Capital (Canada)
Quebec, Canada
$3.33M +$11.7K +225 +0.4%
PAMG
934
Patton Albertson Miller Group
Tennessee
$3.33M -$214K -4,127 -6%
AWP
935
Ascent Wealth Partners
New York
$3.33M +$33.1K +638 +1%
BEAM
936
Baker Ellis Asset Management
Washington
$3.32M +$623K +12,006 +25%
DAM
937
Delta Asset Management
Tennessee
$3.29M +$20.3K +391 +0.7%
CAM
938
Columbia Asset Management
Michigan
$3.28M -$31.6K -609 -1%
QI
939
Quotient Investors
New York
$3.27M -$1.67M -32,284 -36%
KT
940
Kanaly Trust
Texas
$3.26M +$112K +2,162 +4%
PMG
941
ProVise Management Group
Florida
$3.26M +$224K +4,317 +8%
MIM
942
Midwest Investment Management
Ohio
$3.25M -$28.8K -555 -0.9%
GIA
943
GHP Investment Advisors
Colorado
$3.25M +$170K +3,279 +6%
ECM
944
Evergreen Capital Management
Washington
$3.23M -$50.9K -981 -2%
CYG
945
Clean Yield Group
Vermont
$3.22M +$5.19K +100 +0.2%
LBC
946
Lawrence B. Cohen
$3.21M +$258K +4,970 +9%
WIS
947
Wright Investors Service
Connecticut
$3.21M +$17.7K +341 +0.6%
BCM
948
Beck Capital Management
Texas
$3.19M +$405K +7,814 +16%
RMCM
949
Reynders McVeigh Capital Management
Massachusetts
$3.18M +$147K +2,834 +5%
SIG
950
Sky Investment Group
Connecticut
$3.18M -$5.65K -109 -0.2%

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.