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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
GSBTD
951
Glenview State Bank Trust Department
Illinois
$3.17M +$67K +1,292 +2%
PAM
952
Palisade Asset Management
Minnesota
$3.16M +$554K +10,684 +23%
SCM
953
Suffolk Capital Management
New York
$3.16M
PWAP
954
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$3.14M -$31.7K -612 -1%
Westfield Capital Management
955
Westfield Capital Management
Massachusetts
$3.13M -$1.29M -24,830 -31%
IFB
956
iAB Financial Bank
Indiana
$3.13M +$192K +3,695 +7%
UFG
957
United Fire Group
Iowa
$3.13M
MA
958
Marshwinds Advisory
Georgia
$3.12M +$3.89K +75 +0.1%
CIA
959
Covington Investment Advisors
Pennsylvania
$3.11M
MC
960
Martin & Co
Tennessee
$3.11M -$92.3K -1,780 -3%
FMW
961
Farr Miller & Washington
District of Columbia
$3.1M +$176K +3,401 +7%
AIS
962
Accurate Investment Solutions
Pennsylvania
$3.1M -$81.6K -1,574 -3%
HJA
963
Hugh Johnson Advisors
New York
$3.1M +$33.3K +642 +1%
BIC
964
Bridges Investment Counsel
Nebraska
$3.09M -$27.4K -528 -0.9%
GA
965
Geneva Advisors
Illinois
$3.08M -$238K -4,597 -8%
AF
966
Arrow Financial
New York
$3.07M +$260K +5,010 +10%
UR
967
USCA RIA
Texas
$3.07M -$828K -15,970 -23%
DHFB
968
Dixon Hubard Feinour & Brown
Virginia
$3.07M -$59.1K -1,140 -2%
1GA
969
1st Global Advisors
Texas
$3.06M +$69.2K +1,334 +2%
HA
970
Hamel Associates
New Jersey
$3.06M
DLCIG
971
D.L. Carlson Investment Group
New Hampshire
$3.06M -$48.5K -935 -2%
AW
972
ACG Wealth
Georgia
$3.06M +$97.6K +1,881 +4%
WRHAM
973
W.R. Huff Asset Management
Florida
$3.06M
HSA
974
HBK Sorce Advisory
Pennsylvania
$3.05M +$387K +7,466 +16%
SIM
975
Sterling Investment Management
Arizona
$3.05M -$88.7K -1,710 -3%

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.