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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
ST
1126
Somerset Trust
Pennsylvania
$1.59M +$919K +18,770 +122%
BST
1127
Bath Savings Trust
Maine
$1.59M +$198K +4,043 +13%
TWA
1128
TCI Wealth Advisors
Arizona
$1.58M -$19.2K -393 -1%
CNFG
1129
Creegan & Nassoura Financial Group
New Hampshire
$1.57M -$10.6K -217 -0.6%
JIC
1130
Joel Isaacson & Co
New York
$1.55M -$29.9K -611 -2%
VCAM
1131
Van Cleef Asset Management
Ohio
$1.55M -$20.9K -426 -1%
HIC
1132
Hartline Investment Corp
Illinois
$1.53M -$380K -7,756 -19%
ATC
1133
Argent Trust Co
Tennessee
$1.53M -$137K -2,793 -8%
OC
1134
Oarsman Capital
Wisconsin
$1.53M +$117K +2,393 +8%
FDS
1135
First Dallas Securities
Texas
$1.53M -$112K -2,298 -7%
NIM
1136
Northeast Investment Management
Massachusetts
$1.53M +$1.22K +25 +0.1%
VIA
1137
Vident Investment Advisory
Georgia
$1.53M +$107K +2,183 +7%
CBU
1138
CIBC Bank USA
Illinois
$1.52M -$84.9K -1,734 -5%
CCP
1139
Clarkston Capital Partners
Michigan
$1.51M +$17.1K +350 +1%
QT
1140
Quantbot Technologies
New York
$1.51M +$1.11M +22,686 +231%
HAM
1141
Hillswick Asset Management
Connecticut
$1.49M -$81.4K -1,662 -5%
LSA
1142
L & S Advisors
California
$1.49M +$353K +7,209 +29%
ASN
1143
Advisory Services Network
Georgia
$1.49M -$150K -3,070 -9%
BCM
1144
Boltwood Capital Management
California
$1.48M -$29.4K -600 -2%
GD
1145
Grandfield & Dodd
New York
$1.48M -$330K -6,745 -18%
AAM
1146
AR Asset Management
California
$1.48M
GHA
1147
GW Henssler & Associates
Georgia
$1.48M +$75.9K +1,551 +5%
SWM
1148
Stockman Wealth Management
Montana
$1.48M -$7.73K -158 -0.5%
AAM
1149
Augustine Asset Management
Florida
$1.47M +$18.9K +387 +1%
EDRE
1150
Edmond de Rothschild (Europe)
Luxembourg
$1.47M +$1.55M +31,580 New

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.