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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
HH
976
Hilltop Holdings
Texas
$3.05M +$197K +3,791 +7%
WSC
977
Wellington Shields & Co
New York
$3.05M +$308K +5,937 +12%
MMG
978
Monetary Management Group
Missouri
$3.04M -$75.2K -1,450 -3%
FNFDCM
979
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$3.04M -$64.2K -1,237 -2%
RL
980
Ruffer LLP
United Kingdom
$3.02M -$44K -849 -2%
HT
981
HAP Trading
New York
$3M -$822K -15,838 -23%
BW
982
Bison Wealth
Georgia
$3M -$23.2K -448 -0.8%
CC
983
Courier Capital
New York
$3M +$14.4K +278 +0.5%
BBHC
984
Brown Brothers Harriman & Co
New York
$2.99M -$367K -7,068 -12%
IB
985
Intrust Bank
Kansas
$2.98M +$421K +8,125 +18%
TSWM
986
Triangle Securities Wealth Management
North Carolina
$2.97M -$193K -3,727 -7%
KFC
987
Klingenstein Fields & Co
New York
$2.97M +$32.8K +633 +1%
AFG
988
American Financial Group
Ohio
$2.96M
GLA
989
Great Lakes Advisors
Illinois
$2.96M +$25.2K +486 +0.9%
WAM
990
Weatherly Asset Management
California
$2.95M +$30.1K +580 +1%
BAC
991
Boys Arnold & Co
North Carolina
$2.95M +$2.19M +42,174 +394%
BIM
992
Bridges Investment Management
Nebraska
$2.95M -$62.2K -1,200 -2%
CCM
993
Corsair Capital Management
New York
$2.94M
TYCC
994
Texas Yale Capital Corp
Florida
$2.93M -$4.93K -95 -0.2%
HIC
995
Holderness Investments Company
North Carolina
$2.93M -$62.9K -1,212 -2%
HCM
996
Hodges Capital Management
Texas
$2.93M +$32.7K +630 +1%
AAM
997
Aston Asset Management
Illinois
$2.93M -$7.11K -137 -0.3%
CHC
998
City Holding Co
West Virginia
$2.92M +$81.4K +1,570 +3%
CC
999
Cannell & Co
New York
$2.92M
AP
1000
Advisor Partners
California
$2.92M -$5.39K -104 -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.