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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
DAM
1226
Doheny Asset Management
California
$1.24M +$267K +5,450 +26%
TWM
1227
Torch Wealth Management
Ohio
$1.24M +$78.3K +1,600 +6%
BSW
1228
Buckingham Strategic Wealth
Missouri
$1.23M +$495K +10,116 +62%
FC
1229
Forte Capital
New York
$1.23M +$55.7K +1,137 +5%
SFI
1230
SPC Financial Inc
Maryland
$1.23M +$155K +3,163 +14%
GCAC
1231
Guardian Capital Advisors (Canada)
Ontario, Canada
$1.22M +$22.9K +467 +2%
ZCA
1232
Zeke Capital Advisors
Pennsylvania
$1.22M -$139K -2,847 -10%
WIS
1233
Wright Investors Service
Connecticut
$1.22M -$20.2K -412 -2%
RGC
1234
Roberts, Glore & Co
Illinois
$1.21M -$109K -2,234 -8%
SAM
1235
SignalPoint Asset Management
Missouri
$1.2M
ICM
1236
IronBridge Capital Management
Illinois
$1.2M +$118K +2,410 +10%
WCM
1237
Westend Capital Management
California
$1.19M +$15.5K +317 +1%
IA
1238
Icon Advisers
Colorado
$1.19M -$8.22M -167,900 -87%
BSWMG
1239
Barrington Strategic Wealth Management Group
Illinois
$1.19M -$40.6K -830 -3%
MFIMFI
1240
Mesirow Financial Investment Management - Fixed Income
Illinois
$1.19M -$872K -17,810 -41%
EFSCE
1241
Enterprise Financial Services Corp (EFSC)
Missouri
$1.18M -$34.7K -709 -3%
CCT
1242
Country Club Trust
Missouri
$1.17M -$6.61K -135 -0.5%
GAM
1243
Griffin Asset Management
New York
$1.17M -$3.77M -77,077 -75%
SNBOSD
1244
Security National Bank of So Dak
Iowa
$1.17M +$24.2K +495 +2%
VST
1245
Van Strum & Towne
California
$1.16M -$46.7K -955 -4%
BHB
1246
Bank Hapoalim BM
Israel
$1.16M +$66.1K +1,350 +6%
LNC
1247
Lincoln National Corp
Pennsylvania
$1.15M +$114K +2,338 +11%
GC
1248
Garde Capital
Washington
$1.15M +$27.4K +560 +2%
IAS
1249
IMA Advisory Services
Colorado
$1.15M -$62.5K -1,276 -5%
CCB
1250
Cutter & Co Brokerage
Missouri
$1.15M +$639K +13,051 +113%

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.