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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
BB
1101
Bell Bank
North Dakota
$2.25M +$146K +2,816 +8%
ANRIA
1102
American National Registered Investment Advisor
Texas
$2.24M -$62.7K -1,208 -3%
SACTSONJ
1103
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$2.23M +$216K +4,173 +12%
CIM
1104
CenturyLink Investment Management
Colorado
$2.23M
CC
1105
Cognios Capital
Kansas
$2.23M +$238K +4,590 +13%
WP
1106
WealthPLAN Partners
Nebraska
$2.22M +$4.13M +79,570 New
EIM
1107
Essex Investment Management
Massachusetts
$2.19M -$47.4K -913 -2%
MC
1108
Middleton & Co
Massachusetts
$2.18M +$1.5K +29 +0.1%
BHBT
1109
Burke & Herbert Bank & Trust
Virginia
$2.17M -$37.7K -727 -2%
TWA
1110
Tillar-Wenstrup Advisors
Ohio
$2.17M +$30.2K +582 +2%
BMM
1111
Buffington Mohr McNeal
Idaho
$2.16M +$22.6K +435 +1%
DVM
1112
Dreman Value Management
Florida
$2.16M -$70K -1,349 -3%
WEC
1113
Winslow Evans & Crocker
Massachusetts
$2.15M -$128K -2,467 -6%
RMDI
1114
R.M. Davis Inc
Maine
$2.15M +$121K +2,341 +6%
WA
1115
WFG Advisors
Texas
$2.14M +$121K +2,329 +6%
SWA
1116
SFMG Wealth Advisors
Texas
$2.14M +$519 +10 +0%
WA
1117
Wheatland Advisors
Pennsylvania
$2.14M -$67.2K -1,295 -3%
Cetera Investment Advisers
1118
Cetera Investment Advisers
Illinois
$2.12M +$284K +5,473 +17%
MSS
1119
Mitchell Sinkler & Starr
Pennsylvania
$2.12M -$33.5K -645 -2%
CC
1120
Cipher Capital
New York
$2.11M +$542K +10,456 +38%
HFBOT
1121
Home Federal Bank of Tennessee
Tennessee
$2.11M +$3.11K +60 +0.2%
KCPG
1122
Kavar Capital Partners Group
Kansas
$2.11M +$18.2K +350 +0.9%
VF
1123
Virtu Financial
New York
$2.1M -$830K -15,999 -30%
WOC
1124
West Oak Capital
California
$2.1M -$82.4K -1,588 -4%
ACS
1125
Archford Capital Strategies
Illinois
$2.1M -$820K -15,806 -30%

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.