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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
MBTD
951
Mechanics Bank - Trust Department
California
$2.55M -$26.5K -541 -1%
PCA
952
Private Capital Advisors
Connecticut
$2.54M +$1.34M +27,399 +101%
GA
953
Geneva Advisors
Illinois
$2.52M -$36.2K -740 -1%
DAM
954
Delta Asset Management
Tennessee
$2.52M +$163K +3,336 +7%
HIC
955
Holderness Investments Company
North Carolina
$2.51M -$39.1K -798 -1%
TCOT
956
Trust Company of Toledo
Ohio
$2.49M +$89.8K +1,835 +4%
EWM
957
Evercore Wealth Management
New York
$2.48M -$521K -10,638 -17%
HH
958
Hilltop Holdings
Texas
$2.47M +$5.09K +104 +0.2%
TIC
959
Trees Investment Counsel
Illinois
$2.47M +$28.3K +578 +1%
OSNBOA
960
Old Second National Bank of Aurora
Illinois
$2.47M +$91.5K +1,869 +4%
SIG
961
Sky Investment Group
Connecticut
$2.46M +$124K +2,538 +5%
Connor, Clark & Lunn Investment Management (CC&L)
962
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.46M +$2.15M +44,000 +497%
AIM
963
Advantage Investment Management
Iowa
$2.45M +$153K +3,120 +6%
AF
964
Arrow Financial
New York
$2.44M -$111K -2,273 -4%
CC
965
Cannell & Co
New York
$2.44M +$22.6K +462 +0.9%
HCM
966
Hodges Capital Management
Texas
$2.43M +$46.3K +946 +2%
SCA
967
Stonebridge Capital Advisors
Minnesota
$2.42M +$132K +2,691 +5%
MSU
968
Maple Securities USA
New Jersey
$2.42M -$2.79M -56,975 -52%
CC
969
Courier Capital
New York
$2.42M -$71.5K -1,460 -3%
ATC
970
Argent Trust Company
Louisiana
$2.42M +$200K +4,082 +9%
RIM
971
Regent Investment Management
Kentucky
$2.4M +$72.2K +1,474 +3%
ACP
972
Ashfield Capital Partners
California
$2.37M +$48.7K +994 +2%
IFB
973
iAB Financial Bank
Indiana
$2.37M +$142K +2,900 +6%
LGC
974
Laurel Grove Capital
California
$2.37M -$22.4K -457 -0.9%
ACM
975
Argentus Capital Management
Texas
$2.37M +$122K +2,493 +5%

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.