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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
EFSCE
1251
Enterprise Financial Services Corp (EFSC)
Missouri
$1.56M -$29.1K -561 -2%
AWCI
1252
Alpine Woods Capital Investors
New York
$1.54M -$156K -3,000 -10%
HBT
1253
Hills Bank & Trust
Iowa
$1.53M -$135K -2,609 -9%
WI
1254
Wedgewood Investors
Pennsylvania
$1.53M +$10.4K +200 +0.7%
EHWM
1255
Eads & Heald Wealth Management
Georgia
$1.52M +$778 +15 +0.1%
CWM
1256
Confluence Wealth Management
Oregon
$1.52M -$211K -4,066 -13%
VNIM
1257
Vaughan Nelson Investment Management
Texas
$1.52M
TWI
1258
Thomas White International
Illinois
$1.51M -$98.6K -1,901 -7%
TIM
1259
Thompson Investment Management
Wisconsin
$1.51M -$7.21K -139 -0.5%
PVWM
1260
Point View Wealth Management
New Jersey
$1.51M +$38.6K +744 +3%
BWM
1261
BerganKDV Wealth Management
Minnesota
$1.5M -$36.1K -696 -3%
HCM
1262
Horrell Capital Management
Arkansas
$1.5M -$7.16K -138 -0.5%
PIA
1263
Peachtree Investment Advisors
Georgia
$1.49M -$15.3K -295 -1%
CCMW
1264
Cypress Capital Management (Wyoming)
Wyoming
$1.49M +$110K +2,117 +9%
DJSG
1265
D.J. St. Germain
Massachusetts
$1.49M +$37.2K +718 +3%
WCM
1266
Washington Capital Management
Washington
$1.48M -$259K -5,000 -16%
DAM
1267
Doheny Asset Management
California
$1.48M
OPCM
1268
Osborne Partners Capital Management
California
$1.46M -$154K -2,975 -10%
NAMA
1269
Nikko Asset Management Americas
New York
$1.46M +$197K +3,800 +17%
CAM
1270
Cubic Asset Management
Massachusetts
$1.46M -$84K -1,620 -6%
CCB
1271
Cutter & Co Brokerage
Missouri
$1.46M +$302K +5,829 +29%
CNAM
1272
Campbell Newman Asset Management
Wisconsin
$1.45M +$1.35M +26,032 New
CSC
1273
Cove Street Capital
California
$1.45M -$140K -2,700 -9%
GKWIM
1274
Gerber Kawasaki Wealth & Investment Management
California
$1.45M +$191K +3,678 +16%
PAIA
1275
Park Avenue Institutional Advisers
New York
$1.43M +$2.9K +56 +0.2%

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.