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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
HAIM
1026
Hunter Associates Investment Management
Pennsylvania
$2.06M -$3.18K -65 -0.1%
SSIA
1027
Spero-Smith Investment Advisers
Ohio
$2.05M -$9.3K -190 -0.4%
BEAM
1028
Baker Ellis Asset Management
Washington
$2.05M -$82.3K -1,682 -4%
FNBOMD
1029
First National Bank of Mount Dora
Florida
$2.05M +$3.67K +75 +0.2%
CWM
1030
Calamos Wealth Management
Illinois
$2.04M +$196K +4,013 +10%
IAM
1031
Integre Asset Management
New York
$2.04M +$3.77K +77 +0.2%
DLCIG
1032
D.L. Carlson Investment Group
New Hampshire
$2.03M -$78.2K -1,598 -4%
LH
1033
Lebenthal Holdings
New York
$2.03M -$195K -3,982 -8%
SIMM
1034
Stillwater Investment Management (Minnesota)
Minnesota
$2.03M +$34.6K +707 +2%
CC
1035
Colrain Capital
Massachusetts
$2.03M -$416K -8,500 -16%
MSS
1036
Mitchell Sinkler & Starr
Pennsylvania
$2.03M -$65.6K -1,341 -3%
SC
1037
Schulhoff & Co
Ohio
$2.03M +$67.7K +1,382 +3%
PTB
1038
Pioneer Trust Bank
Oregon
$2.02M +$148K +3,023 +8%
AF
1039
Aldebaran Financial
$2.02M +$381K +7,787 +22%
CIM
1040
CenturyLink Investment Management
Colorado
$2.02M -$53.9K -1,101 -2%
BE
1041
Bonness Enterprises
District of Columbia
$2.02M +$29.4K +600 +1%
WEC
1042
Winslow Evans & Crocker
Massachusetts
$2.01M -$333K -6,800 -14%
ST
1043
Smithfield Trust
Pennsylvania
$2.01M -$8.86K -181 -0.4%
AAM
1044
Auxier Asset Management
Oregon
$2.01M
FCCM
1045
First City Capital Management
Georgia
$2.01M +$152K +3,106 +8%
EIM
1046
Essex Investment Management
Massachusetts
$1.99M
ASA
1047
Armstrong Shaw Associates
Connecticut
$1.98M
FUBT
1048
First United Bank & Trust
Maryland
$1.97M +$54.6K +1,115 +3%
PAM
1049
Palisade Asset Management
Minnesota
$1.97M +$37.7K +770 +2%
CL
1050
Choreo LLC
Illinois
$1.96M -$187K -3,820 -8%

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.