We are live on ! Find out more

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
MCM
1151
Mengis Capital Management
Oregon
$1.92M +$130K +2,510 +8%
CIC
1152
Cincinnati Indemnity Company
Ohio
$1.92M
ICRM
1153
Insight Capital Research & Management
California
$1.91M -$280K -5,393 -14%
BCA
1154
Bray Capital Advisors
Florida
$1.91M +$32.8K +632 +2%
PA
1155
Probity Advisors
Texas
$1.9M +$1.77M +34,081 New
SRP
1156
Saddle Road Partners
Nebraska
$1.9M
NJBEST
1157
New Jersey Better Educational Savings Trust
New Jersey
$1.9M +$467K +9,000 +36%
HIM
1158
Hutchens Investment Management
New Hampshire
$1.88M -$1.09K -21 -0.1%
SMM
1159
Stadion Money Management
Georgia
$1.88M +$157K +3,018 +10%
GWM
1160
Greenwich Wealth Management
Connecticut
$1.87M -$161K -3,109 -8%
III
1161
Independent Investors Inc
New York
$1.86M +$51.9K +1,000 +3%
CIA
1162
Cascade Investment Advisors
Oregon
$1.86M +$1.73M +33,320 New
TTWM
1163
TCV Trust & Wealth Management
Virginia
$1.86M +$55K +1,060 +3%
HIC
1164
Hartline Investment Corp
Illinois
$1.86M -$20.6K -398 -1%
HPIA
1165
Hamilton Point Investment Advisors
North Carolina
$1.86M +$77K +1,485 +5%
BA
1166
Bristlecone Advisors
Washington
$1.85M +$78.1K +1,505 +5%
CS
1167
Credential Securities
$1.84M +$29.8K +575 +2%
NIM
1168
Northeast Investment Management
Massachusetts
$1.84M +$36.9K +712 +2%
AFA
1169
Abacus FCF Advisors
Florida
$1.84M -$286K -5,522 -14%
MFWM
1170
Motley Fool Wealth Management
Virginia
$1.84M +$290K +5,588 +20%
CCA
1171
Checchi Capital Advisers
California
$1.83M -$8.3K -160 -0.5%
WWM
1172
Willingdon Wealth Management
North Carolina
$1.83M -$1M -19,373 -37%
IAA
1173
Ironsides Asset Advisors
North Carolina
$1.83M -$1.1M -21,250 -39%
RWA
1174
River Wealth Advisors
Pennsylvania
$1.83M +$83K +1,601 +5%
OIM
1175
Orca Investment Management
Oregon
$1.82M -$4.2K -81 -0.2%

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.