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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
SBWM
1001
Sunflower Bank Wealth Management
Arizona
$2.92M +$3.89K +75 +0.1%
LA
1002
LVW Advisors
New York
$2.91M -$447K -8,618 -14%
WTB
1003
Washington Trust Bank
Washington
$2.89M +$76.8K +1,481 +3%
LOAME
1004
Lombard Odier Asset Management (Europe)
United Kingdom
$2.89M +$2.68M +51,718 New
NEAM
1005
New England Asset Management
Connecticut
$2.88M +$15.6K +300 +0.6%
LCM
1006
Liberty Capital Management
Michigan
$2.87M +$622K +11,998 +31%
RWA
1007
Ropes Wealth Advisors
Massachusetts
$2.86M +$33.5K +645 +1%
B
1008
BancorpSouth
Mississippi
$2.85M +$81.6K +1,574 +3%
CIP
1009
Capital Insight Partners
Arizona
$2.84M +$22.9K +442 +0.9%
SYBT
1010
Stock Yards Bank & Trust
Kentucky
$2.84M +$55.6K +1,071 +2%
ATC
1011
Argent Trust Co
Tennessee
$2.82M +$26.8K +517 +1%
AF
1012
Aldebaran Financial
$2.82M +$189K +3,638 +8%
SAM
1013
Selway Asset Management
$2.82M -$244K -4,700 -9%
TL
1014
Tirschwell & Loewy
New York
$2.81M -$93.4K -1,800 -3%
VIA
1015
Vident Investment Advisory
Georgia
$2.81M -$2.48M -47,893 -49%
BSB
1016
Bangor Savings Bank
Maine
$2.79M -$50.4K -971 -2%
MNBTD
1017
Moody National Bank Trust Division
Texas
$2.79M -$61.9K -1,193 -2%
DSC
1018
Duncker Streett & Co
Missouri
$2.79M -$8.46K -163 -0.3%
MPWT
1019
MassMutual Private Wealth & Trust
Connecticut
$2.78M +$393K +7,581 +18%
BFA
1020
Benedict Financial Advisors
Georgia
$2.78M +$48.7K +938 +2%
CPA
1021
Capital Planning Advisors
California
$2.78M +$1.07M +20,560 +71%
BONST
1022
Bank of Nova Scotia Trust
Ontario, Canada
$2.76M -$1.41M -27,268 -36%
FCH
1023
Freestone Capital Holdings
Washington
$2.76M +$433K +8,347 +20%
LNWWM
1024
Laird Norton Wetherby Wealth Management
California
$2.75M +$5.76K +111 +0.2%
LNC
1025
Lincoln National Corp
Pennsylvania
$2.74M +$357K +6,881 +16%

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.