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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
BBI
1201
Baxter Bros Inc
Connecticut
$1.32M +$55.6K +1,135 +4%
RC
1202
Roundview Capital
New Jersey
$1.32M -$13.8K -281 -1%
GVT
1203
Genesee Valley Trust
New York
$1.31M -$28K -571 -2%
CCMW
1204
Cypress Capital Management (Wyoming)
Wyoming
$1.31M +$22K +450 +2%
PAIA
1205
Park Avenue Institutional Advisers
New York
$1.31M +$1.37M +28,021 New
TC
1206
Travelers Companies
Minnesota
$1.3M
WI
1207
Wedgewood Investors
Pennsylvania
$1.3M
BA
1208
Bennicas & Associates
California
$1.29M +$91.9K +1,877 +7%
BOS
1209
Bank of Stockton
California
$1.29M +$16.6K +340 +1%
NAMA
1210
Nikko Asset Management Americas
New York
$1.28M
KA
1211
Kovack Advisors
Florida
$1.28M +$451K +9,205 +50%
UR
1212
USCA RIA
Texas
$1.28M +$42.9K +877 +3%
VNIM
1213
Vaughan Nelson Investment Management
Texas
$1.27M
IIM
1214
Ipswich Investment Management
Massachusetts
$1.27M +$63.6K +1,300 +5%
BWAM
1215
Boyd Watterson Asset Management
Ohio
$1.26M -$27.1K -553 -2%
HPIA
1216
Hamilton Point Investment Advisors
North Carolina
$1.26M +$16.6K +340 +1%
CFMC
1217
Curbstone Financial Management Corp
New Hampshire
$1.26M +$7K +143 +0.5%
HCM
1218
Horrell Capital Management
Arkansas
$1.25M -$261K -5,327 -17%
PIA
1219
Peachtree Investment Advisors
Georgia
$1.25M +$129K +2,645 +11%
WWM
1220
Willingdon Wealth Management
North Carolina
$1.25M +$26K +531 +2%
BAM
1221
Berkshire Asset Management
Pennsylvania
$1.25M +$184K +3,751 +16%
EWM
1222
Elite Wealth Management
Washington
$1.25M -$125K -2,544 -9%
FMB
1223
Field & Main Bank
Kentucky
$1.24M -$18.6K -380 -1%
CWM
1224
Confluence Wealth Management
Oregon
$1.24M +$26.4K +540 +2%
JPTCCM
1225
J.P. Turner & Co Capital Management
Georgia
$1.24M +$446K +9,115 +52%

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.