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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
NDSI
1076
Newman Dignan & Sheerar Inc
Rhode Island
$2.41M -$23.7K -456 -1%
AIM
1077
Alambic Investment Management
California
$2.4M +$1.05M +20,200 +88%
FAM
1078
Foothills Asset Management
Arizona
$2.4M +$2.96K +57 +0.1%
AIA
1079
Allegis Investment Advisors
Idaho
$2.4M +$172K +3,309 +8%
WSTAM
1080
Wilbanks Smith & Thomas Asset Management
Virginia
$2.39M +$109K +2,107 +5%
Fuller & Thaler Asset Management
1081
Fuller & Thaler Asset Management
California
$2.39M
GCM
1082
Grisanti Capital Management
New York
$2.39M +$533K +10,280 +32%
OIA
1083
Optimum Investment Advisors
Illinois
$2.38M -$91K -1,754 -4%
AAM
1084
Auxier Asset Management
Oregon
$2.38M -$2.59K -50 -0.1%
MDCM
1085
Morgan Dempsey Capital Management
Wisconsin
$2.38M +$495K +9,537 +29%
IWMPD
1086
Integrated Wealth Management (Palm Desert)
California
$2.35M +$559K +10,775 +34%
PIM
1087
Penobscot Investment Management
Massachusetts
$2.35M +$24.6K +474 +1%
FHC
1088
First Houston Capital
Texas
$2.35M +$488K +9,400 +29%
ASA
1089
Armstrong Shaw Associates
Connecticut
$2.35M
SAM
1090
Smithbridge Asset Management
Pennsylvania
$2.35M +$2.18M +42,017 New
MIFH
1091
Migdal Insurance & Financial Holdings
Israel
$2.35M -$778K -15,000 -26%
MGIA
1092
Moneta Group Investment Advisors
Missouri
$2.33M +$67.4K +1,300 +3%
NP
1093
NS Partners
United Kingdom
$2.33M +$546K +10,520 +34%
FMC
1094
First Merchants Corp
Indiana
$2.31M +$26.4K +508 +1%
SC
1095
Schulhoff & Co
Ohio
$2.31M +$156 +3 +0%
SSIA
1096
Spero-Smith Investment Advisers
Ohio
$2.28M -$43.4K -836 -2%
Koshinski Asset Management
1097
Koshinski Asset Management
Illinois
$2.27M +$111K +2,148 +6%
WGCA
1098
Wolf Group Capital Advisors
Virginia
$2.26M +$286K +5,513 +16%
GHA
1099
Garcia Hamilton & Associates
Texas
$2.25M -$1.54M -29,755 -42%
HB
1100
Homrich & Berg
Georgia
$2.25M -$234K -4,507 -10%

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.