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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
Simplex Trading
1251
Simplex Trading
Illinois
$1.15M +$1.2M +24,597 New
FPA
1252
Fieldpoint Private Advisors
New York
$1.15M -$9.79K -200 -0.8%
PGIM
1253
Pacific Global Investment Management
California
$1.14M +$3.62K +74 +0.3%
AWS
1254
Aris Wealth Services
Pennsylvania
$1.14M +$24.9K +508 +2%
IP
1255
Investment Partners
Ohio
$1.13M -$685 -14 -0.1%
CWG
1256
C WorldWide Group
Denmark
$1.13M +$783K +16,000 +193%
PRHC
1257
P.R. Herzig & Co
New York
$1.12M -$225K -4,600 -16%
KWMG
1258
King Wealth Management Group
Florida
$1.12M +$27.4K +559 +2%
AL
1259
Aspiriant LLC
California
$1.12M +$970K +19,819 +471%
VAM
1260
Visium Asset Management
New York
$1.11M -$628K -12,830 -35%
PMFA
1261
Plante Moran Financial Advisors
Michigan
$1.1M +$14.4K +294 +1%
EAMA
1262
EFG Asset Management (Americas)
Florida
$1.1M +$97.6K +1,993 +10%
PAM
1263
Private Asset Management
California
$1.1M +$22.6K +461 +2%
HIM
1264
Hillsdale Investment Management
Ontario, Canada
$1.09M +$78.3K +1,600 +7%
Jennison Associates
1265
Jennison Associates
New York
$1.09M +$1.15M +23,479 New
CFA
1266
Carroll Financial Associates
North Carolina
$1.09M +$348K +7,105 +43%
PCA
1267
Peddock Capital Advisors
Massachusetts
$1.09M +$20.7K +422 +2%
CPO
1268
Cerity Partners OCIO
New York
$1.09M +$146K +2,986 +15%
PFBT
1269
Parkside Financial Bank & Trust
Missouri
$1.08M -$6.75K -138 -0.6%
HK
1270
Horizon Kinetics
New York
$1.08M -$29.2K -596 -3%
NPF
1271
Norris Perne & French
Michigan
$1.07M -$77.6K -1,585 -6%
CG
1272
Clinton Group
New York
$1.07M -$33K -674 -3%
AB
1273
AT Bancorp
Iowa
$1.07M -$3.87K -79 -0.3%
TI
1274
Trexquant Investment
Connecticut
$1.07M -$1.18M -24,100 -51%
CK
1275
Cohen Klingenstein
New York
$1.07M

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.