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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
AC
1001
Allstate Corporation
Illinois
$2.17M -$2.1M -42,802 -48%
PMG
1002
ProVise Management Group
Florida
$2.16M +$770K +15,722 +51%
HCM
1003
Hall Capital Management
Rhode Island
$2.16M -$116K -2,360 -5%
ITIM
1004
Indiana Trust & Investment Management
Indiana
$2.16M +$28.7K +587 +1%
IHL
1005
Investment House LLC
California
$2.15M -$7.49K -153 -0.3%
MIC
1006
Meridian Investment Counsel
California
$2.15M -$44.1K -900 -2%
PFS
1007
Prospera Financial Services
Texas
$2.15M +$85.9K +1,755 +4%
BAC
1008
Boys Arnold & Co
North Carolina
$2.15M -$14.4K -295 -0.6%
PFM
1009
PacWest Financial Management
Arizona
$2.15M +$208K +4,250 +10%
BFA
1010
Benedict Financial Advisors
Georgia
$2.14M -$19.9K -407 -0.9%
WPC
1011
White Pine Capital
Minnesota
$2.13M -$504K -10,303 -18%
WA
1012
WFG Advisors
Texas
$2.13M +$198K +4,051 +10%
GW
1013
GW & Wade
Massachusetts
$2.12M -$53.5K -1,092 -2%
SLF
1014
Sun Life Financial
Ontario, Canada
$2.12M
Bessemer Group
1015
Bessemer Group
New Jersey
$2.11M -$363K -7,410 -14%
WP
1016
WealthPLAN Partners
Nebraska
$2.11M +$242K +4,950 +12%
PAIM
1017
Punch & Associates Investment Management
Minnesota
$2.1M +$30.5K +623 +1%
WIC
1018
Woodmont Investment Counsel
Tennessee
$2.1M -$50K -1,021 -2%
SFU
1019
Stonehage Fleming (UK)
United Kingdom
$2.1M -$1.8M -36,800 -45%
DSC
1020
Duncker Streett & Co
Missouri
$2.09M -$39.8K -814 -2%
MRCM
1021
M&R Capital Management
New Jersey
$2.08M -$421K -8,594 -16%
WSC
1022
Wellington Shields & Co
New York
$2.08M -$25.9K -530 -1%
BW
1023
Bison Wealth
Georgia
$2.07M +$103K +2,114 +5%
GP
1024
Girard Partners
Pennsylvania
$2.06M +$171K +3,494 +9%
AWP
1025
Ascent Wealth Partners
New York
$2.06M +$69.5K +1,420 +3%

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.