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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
TWM
1226
Torch Wealth Management
Ohio
$1.64M
HPBT
1227
High Point Bank & Trust
North Carolina
$1.64M +$56.5K +1,090 +4%
SLG
1228
Stanley-Laman Group
Pennsylvania
$1.64M -$1.51M -29,097 -50%
CBU
1229
CIBC Bank USA
Illinois
$1.64M +$88K +1,697 +6%
ACM
1230
Ativo Capital Management
Illinois
$1.63M
BSW
1231
Buckingham Strategic Wealth
Missouri
$1.62M -$293K -5,646 -16%
RCAG
1232
Rehmann Capital Advisory Group
Michigan
$1.62M -$188K -3,621 -11%
SAM
1233
SignalPoint Asset Management
Missouri
$1.62M -$31.1K -599 -2%
FDS
1234
First Dallas Securities
Texas
$1.61M -$121K -2,328 -7%
NEPWA
1235
New England Private Wealth Advisors
Massachusetts
$1.61M +$7.52K +145 +0.5%
B
1236
Bailard
California
$1.61M +$1.17M +22,560 +364%
SFM
1237
Signet Financial Management
New Jersey
$1.6M +$113K +2,177 +8%
UAS
1238
United Asset Strategies
New York
$1.6M +$162K +3,119 +12%
PFS
1239
Physicians Financial Services
North Carolina
$1.59M -$4.46K -86 -0.3%
FCFC
1240
First Commonwealth Financial Corp
Pennsylvania
$1.59M -$25.5K -491 -2%
TNAM
1241
Terra Nova Asset Management
New York
$1.59M +$9.34K +180 +0.6%
FFC
1242
First Financial Corp
Indiana
$1.58M -$801K -15,447 -35%
MBT
1243
Montecito Bank & Trust
California
$1.58M +$78.1K +1,506 +6%
FI
1244
FCM Investments
Texas
$1.58M -$24.3K -469 -2%
RC
1245
Roundview Capital
New Jersey
$1.57M
IIM
1246
Ipswich Investment Management
Massachusetts
$1.57M -$60.9K -1,175 -4%
QIM
1247
Quest Investment Management
Oregon
$1.56M +$359K +6,930 +33%
TC
1248
Travelers Companies
Minnesota
$1.56M
BOS
1249
Bank of Stockton
California
$1.56M -$151K -2,915 -9%
PTCG
1250
Pring Turner Capital Group
California
$1.56M -$15.6K -300 -1%

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.