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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
BB
1176
Bell Bank
North Dakota
$1.4M -$46.5K -949 -3%
CSUI
1177
Cincinnati Specialty Underwriters Insurance
Ohio
$1.4M
Fisher Asset Management
1178
Fisher Asset Management
Washington
$1.4M -$105K -2,147 -7%
OPCM
1179
Osborne Partners Capital Management
California
$1.39M -$104K -2,118 -7%
KCPG
1180
Kavar Capital Partners Group
Kansas
$1.39M +$24.6K +503 +2%
SNBOSCI
1181
Security National Bank of Sioux City Iowa
Iowa
$1.39M +$52.1K +1,065 +4%
GWCM
1182
Godshalk Welsh Capital Management
Pennsylvania
$1.39M -$2.1K -43 -0.1%
CCM
1183
Cohen Capital Management
California
$1.39M
EWM
1184
Endurance Wealth Management
Rhode Island
$1.38M -$14.7K -300 -1%
PWM
1185
Perigon Wealth Management
California
$1.38M -$31.7K -648 -2%
OWD
1186
Osborn Williams & Donohoe
Ohio
$1.38M +$52.3K +1,068 +4%
VCAM
1187
Valentine Capital Asset Management
California
$1.37M -$1.33M -27,180 -48%
OFS
1188
Orrstown Financial Services
Pennsylvania
$1.36M +$32.6K +666 +2%
SAMC
1189
Shinko Asset Management Company
Japan
$1.36M -$791K -16,164 -36%
IAA
1190
Ironsides Asset Advisors
North Carolina
$1.36M +$103K +2,098 +8%
BBNB
1191
Baker Boyer National Bank
Washington
$1.36M
MCM
1192
Monarch Capital Management
Indiana
$1.35M -$106K -2,174 -7%
BVDMP
1193
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$1.35M
ACS
1194
Archford Capital Strategies
Illinois
$1.35M +$103K +2,103 +8%
MCC
1195
Mid Continent Capital
Illinois
$1.35M -$117K -2,382 -8%
SAM
1196
Strategy Asset Managers
California
$1.34M +$110K +2,246 +8%
TIM
1197
Thompson Investment Management
Wisconsin
$1.34M +$832 +17 +0.1%
MFWM
1198
Motley Fool Wealth Management
Virginia
$1.34M +$1.19M +24,211 +539%
CAM
1199
Cubic Asset Management
Massachusetts
$1.33M +$238K +4,856 +21%
PM
1200
Penbrook Management
New York
$1.32M -$158K -3,223 -10%

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.