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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
GW
1051
GW & Wade
Massachusetts
$2.53M -$144K -2,785 -6%
DM
1052
Delphi Management
Massachusetts
$2.53M -$90.7K -1,749 -4%
CFP
1053
Cornerstone Financial Partners
North Carolina
$2.53M +$491K +9,458 +26%
HH
1054
HWG Holdings
Texas
$2.53M +$2.35M +45,238 New
FC
1055
FCA Corp
Texas
$2.52M -$1.04M -19,988 -31%
PRS
1056
Pinkerton Retirement Specialists
Idaho
$2.51M -$2.28K -44 -0.1%
WIC
1057
Woodmont Investment Counsel
Tennessee
$2.51M +$2.13K +41 +0.1%
CG
1058
Caprock Group
Idaho
$2.5M +$46.7K +901 +2%
IAM
1059
Integre Asset Management
New York
$2.48M
CAM
1060
CMT Asset Management
Illinois
$2.48M +$2.3M +44,402 New
MRCM
1061
M&R Capital Management
New Jersey
$2.47M +$115K +2,211 +5%
FUBT
1062
First United Bank & Trust
Maryland
$2.47M -$15.8K -304 -0.7%
WPC
1063
White Pine Capital
Minnesota
$2.47M -$10.5K -202 -0.5%
DCM
1064
Delta Capital Management
New Jersey
$2.46M -$279K -5,380 -11%
FNBOMD
1065
First National Bank of Mount Dora
Florida
$2.45M +$43.3K +834 +2%
SFSG
1066
Stearns Financial Services Group
North Carolina
$2.45M +$57.3K +1,105 +3%
HAIM
1067
Hunter Associates Investment Management
Pennsylvania
$2.45M -$24.1K -465 -1%
FCCM
1068
First City Capital Management
Georgia
$2.45M +$24K +462 +1%
HI
1069
Hudock Inc
Pennsylvania
$2.44M +$420K +8,089 +23%
SHCM
1070
Stokes & Hubbell Capital Management
Louisiana
$2.43M +$81.2K +1,566 +4%
BCM
1071
BTR Capital Management
California
$2.43M -$7.78K -150 -0.3%
WA1
1072
Wimmer Associates 1
California
$2.43M +$34.2K +660 +2%
NCM
1073
Neumann Capital Management
California
$2.42M +$882 +17 +0%
BE
1074
Bonness Enterprises
District of Columbia
$2.42M
GBT
1075
Grove Bank & Trust
Florida
$2.41M +$32K +617 +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.