We are live on ! Find out more

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
GF
1076
Gerstein Fisher
New York
$1.82M +$13.8K +281 +0.7%
EDRH
1077
Edmond de Rothschild Holding
Switzerland
$1.79M +$1.88M +38,421 New
QCMC
1078
Quantum Capital Management (California)
California
$1.78M -$1.21M -24,618 -39%
WCM
1079
Washington Capital Management
Washington
$1.78M +$61.4K +1,255 +3%
CBN
1080
Cadence Bank NA
Texas
$1.78M -$9.99K -204 -0.5%
CICI
1081
Capital Investment Counsel Inc
North Carolina
$1.77M -$28.8K -589 -2%
GCP
1082
GSA Capital Partners
United Kingdom
$1.77M +$1.86M +37,928 New
BCA
1083
Bray Capital Advisors
Florida
$1.75M -$36.2K -740 -2%
HI
1084
Hudock Inc
Pennsylvania
$1.75M +$21.3K +436 +1%
FPFS
1085
First Personal Financial Services
North Carolina
$1.74M +$111K +2,275 +6%
CSC
1086
Cove Street Capital
California
$1.74M
CCM
1087
Crossvault Capital Management
Texas
$1.74M
NDSI
1088
Newman Dignan & Sheerar Inc
Rhode Island
$1.73M -$6.75K -138 -0.4%
RMCM
1089
Reynders McVeigh Capital Management
Massachusetts
$1.73M +$231K +4,710 +14%
CIM
1090
CIM Investment Management
Pennsylvania
$1.73M -$10.9K -223 -0.6%
SSWM
1091
Sheets Smith Wealth Management
North Carolina
$1.73M -$72.5K -1,482 -4%
TB
1092
Terril Brothers
Missouri
$1.73M
NP
1093
NS Partners
United Kingdom
$1.72M +$1.81M +36,991 New
DVM
1094
Dreman Value Management
Florida
$1.71M +$127K +2,585 +8%
BMM
1095
Buffington Mohr McNeal
Idaho
$1.71M -$33.9K -692 -2%
MIM
1096
Miller Investment Management
Pennsylvania
$1.71M -$7.73K -158 -0.4%
WPP
1097
Whalerock Point Partners
Rhode Island
$1.71M +$10.7K +219 +0.6%
KC
1098
Kingfisher Capital
North Carolina
$1.7M -$103K -2,108 -5%
CCA
1099
Checchi Capital Advisers
California
$1.69M +$21.4K +438 +1%
SWA
1100
SFMG Wealth Advisors
Texas
$1.69M -$1.98M -40,506 -53%

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.