We are live on ! Find out more

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
RFC
76
Russell Frank Company
Washington
$261M +$91.7M +1,873,251 +50%
Principal Financial Group
77
Principal Financial Group
Iowa
$254M -$11.5M -234,487 -4%
BJ
78
BlackRock Japan
Japan
$253M -$6.95M -142,065 -3%
LBA
79
Letko, Brosseau & Associates
Quebec, Canada
$245M +$1.35M +27,606 +0.5%
State of Wisconsin Investment Board
80
State of Wisconsin Investment Board
Wisconsin
$245M +$8.38M +171,200 +3%
RJA
81
Raymond James & Associates
Florida
$243M +$17.9M +365,915 +8%
JHIU
82
Janus Henderson Investors US
Colorado
$243M -$9.23M -188,568 -3%
State Board of Administration of Florida Retirement System
83
State Board of Administration of Florida Retirement System
Florida
$240M -$14.1M -287,956 -5%
TA
84
Teachers Advisors
New York
$240M -$40.6M -828,822 -14%
Canada Pension Plan Investment Board
85
Canada Pension Plan Investment Board
Ontario, Canada
$238M -$7.31M -149,281 -3%
Canada Life
86
Canada Life
Manitoba, Canada
$235M +$20.7M +422,408 +9%
PI
87
Putnam Investments
Massachusetts
$232M +$16.6M +339,714 +7%
Lord, Abbett & Co
88
Lord, Abbett & Co
New Jersey
$229M -$63.7M -1,300,513 -21%
Barclays
89
Barclays
United Kingdom
$227M -$802K -16,380 -0.3%
AL
90
AJO LP
Pennsylvania
$211M +$185M +3,787,200 +506%
USAA
91
United Services Automobile Association
Texas
$211M +$9.99M +204,007 +5%
SO
92
STRS Ohio
Ohio
$195M -$22.2M -454,232 -10%
TD Asset Management
93
TD Asset Management
Ontario, Canada
$189M +$13.4M +272,902 +7%
CA
94
Cortland Advisers
Delaware
$186M
Adage Capital Partners
95
Adage Capital Partners
Massachusetts
$180M -$42.1M -860,000 -18%
AAM
96
Aberdeen Asset Management
United Kingdom
$180M -$59.1M -1,208,104 -24%
PAM
97
Panagora Asset Management
Massachusetts
$175M +$42M +858,764 +30%
Stifel Financial
98
Stifel Financial
Missouri
$171M +$28.2M +575,905 +19%
CNB
99
City National Bank
California
$170M +$6.46M +131,930 +4%
Chevy Chase Trust
100
Chevy Chase Trust
Maryland
$170M +$951K +19,423 +0.5%

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.