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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
HB
1051
Homrich & Berg
Georgia
$1.95M -$26K -531 -1%
ACM
1052
Alta Capital Management
Utah
$1.95M +$175K +3,584 +9%
PAM
1053
Princeton Alpha Management
New Jersey
$1.95M +$2.04M +41,776 New
TCM
1054
Tradition Capital Management
New Jersey
$1.94M +$135K +2,750 +7%
LCM
1055
Liberty Capital Management
Michigan
$1.93M +$790K +16,147 +64%
AR
1056
Advisory Research
Illinois
$1.93M +$74.5K +1,522 +4%
ANRIA
1057
American National Registered Investment Advisor
Texas
$1.93M
FMC
1058
First Merchants Corp
Indiana
$1.92M +$77.8K +1,590 +4%
BFEC
1059
Benjamin F. Edwards & Company
Missouri
$1.92M +$152K +3,100 +8%
LA
1060
LVW Advisors
New York
$1.9M -$23.8K -486 -1%
SCM
1061
Southport Capital Management
Tennessee
$1.89M -$53.2K -1,087 -3%
WIC
1062
Wilkins Investment Counsel
Massachusetts
$1.89M -$24.5K -500 -1%
GLRA
1063
Gerald L. Ray & Associates
Texas
$1.89M -$10.2K -209 -0.5%
CNC
1064
Citizens & Northern Corp
Pennsylvania
$1.88M +$32.7K +669 +2%
NCM
1065
Neumann Capital Management
California
$1.88M +$54.8K +1,120 +3%
Marshall Wace
1066
Marshall Wace
United Kingdom
$1.87M +$1.97M +40,173 New
MBT
1067
Monroe Bank & Trust
Michigan
$1.87M -$52.1K -1,065 -3%
WSTAM
1068
Wilbanks Smith & Thomas Asset Management
Virginia
$1.86M +$39.6K +809 +2%
MNBTD
1069
Moody National Bank Trust Division
Texas
$1.86M
WA
1070
Wheatland Advisors
Pennsylvania
$1.86M +$104K +2,123 +6%
AI
1071
Atria Investments
North Carolina
$1.85M -$98.2K -2,007 -5%
AAMU
1072
AEGON Asset Management (UK)
United Kingdom
$1.85M -$127K -2,602 -6%
CC
1073
Cognios Capital
Kansas
$1.84M -$22.5K -459 -1%
SCA
1074
Secor Capital Advisors
New York
$1.84M +$1.93M +39,471 New
MC
1075
Middleton & Co
Massachusetts
$1.83M -$113K -2,316 -6%

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.