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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
VAM
1026
Visionary Asset Management
Texas
$2.74M +$108K +2,079 +4%
FPFS
1027
First Personal Financial Services
North Carolina
$2.73M +$408K +7,862 +19%
EAMA
1028
EFG Asset Management (Americas)
Florida
$2.73M +$508K +9,793 +25%
ASN
1029
Advisory Services Network
Georgia
$2.72M +$97K +1,871 +4%
AWM
1030
Arbor Wealth Management
Florida
$2.72M +$378K +7,285 +17%
GF
1031
Gerstein Fisher
New York
$2.72M +$99.4K +1,916 +4%
CHAM
1032
Clear Harbor Asset Management
Connecticut
$2.71M -$254K -4,897 -9%
SGA
1033
Strategic Global Advisors
California
$2.69M
CBN
1034
Cadence Bank NA
Texas
$2.65M -$22.7K -437 -0.9%
CT
1035
Chicago Trust
Illinois
$2.64M +$28.3K +545 +1%
ST
1036
Smithfield Trust
Pennsylvania
$2.63M +$63.4K +1,223 +3%
TC
1037
Telemus Capital
Michigan
$2.62M +$210K +4,058 +9%
SIMM
1038
Stillwater Investment Management (Minnesota)
Minnesota
$2.62M +$85.1K +1,640 +4%
LBC
1039
Lowe Brockenbrough & Co
Virginia
$2.61M -$43.1K -831 -2%
ATC
1040
Adirondack Trust Company
New York
$2.61M +$38.1K +735 +2%
CCM
1041
Crossvault Capital Management
Texas
$2.6M +$60.9K +1,175 +3%
PWM
1042
Perigon Wealth Management
California
$2.6M +$459K +8,842 +23%
WI
1043
WrapManager Inc
California
$2.57M +$93.2K +1,797 +4%
PTB
1044
Pioneer Trust Bank
Oregon
$2.57M +$6.9K +133 +0.3%
ZB
1045
Zions Bancorporation
Utah
$2.56M +$54.5K +1,051 +2%
IHL
1046
Investment House LLC
California
$2.56M +$28.5K +550 +1%
ACM
1047
Americafirst Capital Management
California
$2.54M +$481K +9,266 +26%
ITIM
1048
Indiana Trust & Investment Management
Indiana
$2.54M -$6.07K -117 -0.3%
ACP
1049
Ashfield Capital Partners
California
$2.54M -$10.7K -207 -0.5%
MIC
1050
Meridian Investment Counsel
California
$2.54M -$33.5K -645 -1%

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.