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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
III
1151
Independent Investors Inc
New York
$1.47M -$22.7K -464 -1%
HBT
1152
Hills Bank & Trust
Iowa
$1.47M +$636K +12,992 +70%
TTWM
1153
TCV Trust & Wealth Management
Virginia
$1.47M +$12K +246 +0.8%
RDM
1154
Retirement Design & Management
Connecticut
$1.47M -$195K -3,984 -11%
CPA
1155
Court Place Advisors
Maryland
$1.47M
TBNY
1156
Trustco Bank (New York)
New York
$1.46M
UAS
1157
United Asset Strategies
New York
$1.46M +$85.1K +1,738 +6%
IWMPD
1158
Integrated Wealth Management (Palm Desert)
California
$1.45M -$8.42K -172 -0.5%
RWA
1159
River Wealth Advisors
Pennsylvania
$1.45M -$94.9K -1,939 -6%
SAM
1160
Shamrock Asset Management
Texas
$1.45M +$105K +2,140 +7%
GL
1161
Globe Life
Texas
$1.44M -$979K -20,000 -39%
PLFAM
1162
Pineno Levin & Ford Asset Management
Virginia
$1.44M +$138K +2,820 +10%
GWM
1163
Greenwich Wealth Management
Connecticut
$1.44M -$88.1K -1,799 -6%
PTCG
1164
Pring Turner Capital Group
California
$1.44M +$13K +266 +0.9%
RCAG
1165
Rehmann Capital Advisory Group
Michigan
$1.43M -$58.3K -1,191 -4%
CL
1166
CSS LLC
Illinois
$1.43M
TNAM
1167
Terra Nova Asset Management
New York
$1.43M +$161K +3,299 +12%
KIA
1168
King Investment Advisors
Texas
$1.43M -$1.05M -21,425 -41%
EHWM
1169
Eads & Heald Wealth Management
Georgia
$1.42M +$110K +2,250 +8%
AGM
1170
Alpine Global Management
New York
$1.42M +$145K +2,953 +11%
NEPWA
1171
New England Private Wealth Advisors
Massachusetts
$1.42M -$41.6K -850 -3%
AUIM
1172
Aegon USA Investment Management
Iowa
$1.41M
RMDI
1173
R.M. Davis Inc
Maine
$1.41M +$181K +3,692 +14%
MPWT
1174
MassMutual Private Wealth & Trust
Connecticut
$1.4M -$162K -3,312 -10%
DCM
1175
Dinsmore Capital Management
New Jersey
$1.4M -$257K -5,260 -15%

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.