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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
AAMU
101
Amundi Asset Management US
Massachusetts
$211M +$23.9M +461,442 +14%
BGIM
102
Brandywine Global Investment Management
Pennsylvania
$206M -$10.6M -204,521 -5%
Barclays
103
Barclays
United Kingdom
$199M -$4.51M -86,998 -2%
SO
104
STRS Ohio
Ohio
$194M +$1.41M +27,097 +0.8%
NSLI
105
Nan Shan Life Insurance
Taiwan
$192M +$81.5M +1,570,329 +84%
T
106
Thomaspartners
Massachusetts
$189M +$10.1M +194,138 +6%
Credit Agricole
107
Credit Agricole
France
$188M +$12.2M +235,054 +7%
IGIM
108
I.G. Investment Management
Manitoba, Canada
$187M -$85.8M -1,654,849 -33%
BGC
109
Beutel, Goodman & Co
Ontario, Canada
$186M +$38.8M +748,383 +21%
US Bancorp
110
US Bancorp
Minnesota
$183M +$1.24M +23,941 +0.7%
LCOV
111
London Company of Virginia
Virginia
$178M +$11.5M +222,273 +7%
Korea Investment Corp
112
Korea Investment Corp
South Korea
$176M +$29.9M +576,700 +22%
RG
113
Rathbones Group
United Kingdom
$174M +$707K +13,639 +0.4%
Mawer Investment Management
114
Mawer Investment Management
Alberta, Canada
$169M -$9.73M -187,627 -6%
AI
115
Analytic Investors
California
$168M +$7.41M +142,891 +5%
CGT
116
Capital Guardian Trust
California
$167M -$11.8M -228,241 -7%
Retirement Systems of Alabama
117
Retirement Systems of Alabama
Alabama
$163M +$22M +423,849 +17%
Ohio Public Employees Retirement System (OPERS)
118
Ohio Public Employees Retirement System (OPERS)
Ohio
$163M +$966K +18,621 +0.6%
Robeco Institutional Asset Management
119
Robeco Institutional Asset Management
Netherlands
$160M +$11.8M +228,022 +9%
PAMU
120
Pictet Asset Management (UK)
United Kingdom
$159M -$7.55M -145,583 -4%
Lazard Asset Management
121
Lazard Asset Management
New York
$155M -$17.1M -329,974 -11%
State of Tennessee, Department of Treasury
122
State of Tennessee, Department of Treasury
Tennessee
$151M -$10.5M -202,656 -7%
Aviva
123
Aviva
United Kingdom
$150M +$16.5M +317,919 +13%
Caisse de Depot et Placement du Quebec (CDPQ)
124
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$149M +$29.7M +572,500 +27%
Bessemer Group
125
Bessemer Group
New Jersey
$146M +$41.9M +808,594 +45%

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.