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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
HA
1276
Hamel Associates
New Jersey
$1.06M -$97.9K -2,000 -8%
VIM
1277
Veritas Investment Management
United Kingdom
$1.06M -$79.1K -1,615 -7%
DIP
1278
DT Investment Partners
Pennsylvania
$1.06M +$165K +3,367 +17%
MCM
1279
Mengis Capital Management
Oregon
$1.06M +$165K +3,371 +17%
MVA
1280
Mount Vernon Associates
Maryland
$1.05M +$34.3K +700 +3%
BOC
1281
Barbara Oil Co
Illinois
$1.05M
MBT
1282
Montecito Bank & Trust
California
$1.04M
YIA
1283
YHB Investment Advisors
Connecticut
$1.04M -$135K -2,753 -11%
CRIG
1284
Charter Research & Investment Group
Connecticut
$1.04M
CCA
1285
Cobblestone Capital Advisors
New York
$1.03M +$63.6K +1,300 +6%
Koshinski Asset Management
1286
Koshinski Asset Management
Illinois
$1.03M -$11.1K -226 -1%
BTNA
1287
Bremer Trust National Association
Minnesota
$1.03M +$46.6K +952 +5%
SGA
1288
Strategic Global Advisors
California
$1.02M +$308K +6,297 +41%
CG
1289
Colony Group
Massachusetts
$1.01M +$49K +1,001 +5%
SJIM
1290
St. Johns Investment Management
Florida
$1.01M -$6.32K -129 -0.6%
Edgewood Management
1291
Edgewood Management
Connecticut
$1.01M -$102K -2,091 -9%
MGIA
1292
Moneta Group Investment Advisors
Missouri
$1.01M +$41.8K +853 +4%
BHIA
1293
Birch Hill Investment Advisors
Massachusetts
$1.01M -$7.34K -150 -0.7%
TH
1294
TCTC Holdings
Texas
$1M +$5.97K +122 +0.6%
BCM
1295
Birmingham Capital Management
Alabama
$1M +$39.6K +810 +4%
PC
1296
Pecaut & Co
Iowa
$1M -$2.26M -46,250 -68%
HHC
1297
Hutchin Hill Capital
New York
$1M +$1.05M +21,500 New
BTW
1298
Boston Trust Walden
Massachusetts
$1M +$55.1K +1,126 +6%
LA
1299
Lynch & Associates
Indiana
$999K +$121K +2,477 +13%
SC
1300
Savant Capital
Illinois
$997K +$1.42K +29 +0.1%

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.