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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
GLRA
1126
Gerald L. Ray & Associates
Texas
$2.1M -$13K -250 -0.7%
Wolverine Trading
1127
Wolverine Trading
Illinois
$2.1M +$1.97M +38,054 New
BRM
1128
Boston Research & Management
Massachusetts
$2.09M +$45.6K +880 +2%
JIC
1129
Joel Isaacson & Co
New York
$2.08M -$75.5K -1,456 -4%
TB
1130
Terril Brothers
Missouri
$2.07M
SSWM
1131
Sheets Smith Wealth Management
North Carolina
$2.06M -$5.08K -98 -0.3%
EDRH
1132
Edmond de Rothschild Holding
Switzerland
$2.06M -$659K -12,714 -26%
CICI
1133
Capital Investment Counsel Inc
North Carolina
$2.06M +$5.65K +109 +0.3%
MIM
1134
Miller Investment Management
Pennsylvania
$2.05M
BBI
1135
Baxter Bros Inc
Connecticut
$2.03M +$1.88M +36,316 New
NAMP
1136
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$2.03M -$26.3K -507 -1%
BKA
1137
Brick & Kyle Associates
Pennsylvania
$2.03M +$82.3K +1,586 +5%
KC
1138
Kingfisher Capital
North Carolina
$2.02M -$122K -2,350 -6%
GS
1139
GAM Systematic
United Kingdom
$2.02M +$198K +3,818 +12%
RIM
1140
Regent Investment Management
Kentucky
$2.01M -$3.68K -71 -0.2%
EWM
1141
Endurance Wealth Management
Rhode Island
$2.01M -$16.9K -325 -0.9%
BHB
1142
Bank Hapoalim BM
Israel
$2.01M +$101K +1,950 +6%
AFWA
1143
Ancora Family Wealth Advisors
Ohio
$2.01M -$89.3K -1,722 -5%
VCAM
1144
Van Cleef Asset Management
Ohio
$2M +$107K +2,057 +6%
ACM
1145
Alta Capital Management
Utah
$1.99M -$46.2K -890 -2%
BPC
1146
Banque Pictet & Cie
Switzerland
$1.98M -$622K -12,000 -25%
WIC
1147
Wilkins Investment Counsel
Massachusetts
$1.98M
TWA
1148
TCI Wealth Advisors
Arizona
$1.97M -$27K -520 -1%
HW
1149
Hedeker Wealth
Illinois
$1.97M +$1.83M +35,208 New
P
1150
Pitcairn
Pennsylvania
$1.94M +$583K +11,238 +48%

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.