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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
SNBOSD
1276
Security National Bank of So Dak
Iowa
$1.43M +$26.4K +508 +2%
DWM
1277
Darwin Wealth Management
Florida
$1.43M +$1.33M +25,650 New
BAM
1278
Berkshire Asset Management
Pennsylvania
$1.43M +$21.1K +406 +2%
SC
1279
Savant Capital
Illinois
$1.42M +$146K +2,807 +12%
GS
1280
Girard Securities
California
$1.42M +$52K +1,002 +4%
TCM
1281
Tradition Capital Management
New Jersey
$1.42M -$83.6K -1,612 -6%
HCM
1282
Huber Capital Management
California
$1.41M -$290K -5,600 -18%
CHJWM
1283
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.4M -$15.5K -298 -1%
QCMC
1284
Quantum Capital Management (California)
California
$1.4M -$68.1K -1,312 -5%
AIM
1285
Avity Investment Management
Connecticut
$1.4M -$207K -4,000 -14%
DIP
1286
DT Investment Partners
Pennsylvania
$1.4M +$198K +3,815 +18%
KJHP
1287
K.J. Harrison & Partners
Ontario, Canada
$1.4M +$519K +10,000 +67%
TH
1288
TCTC Holdings
Texas
$1.39M -$24.4K -471 -2%
SBSB
1289
Sullivan, Bruyette, Speros & Blaney
Virginia
$1.39M +$1.29M +24,919 New
PCA
1290
Peddock Capital Advisors
Massachusetts
$1.38M +$15.2K +293 +1%
WP
1291
WealthSource Partners
California
$1.38M +$74.2K +1,430 +6%
NA
1292
Navellier & Associates
Nevada
$1.38M +$554K +10,680 +76%
VST
1293
Van Strum & Towne
California
$1.38M -$20.9K -402 -2%
CSS
1294
Cubist Systematic Strategies
Connecticut
$1.38M +$136K +2,614 +12%
BA
1295
Bennicas & Associates
California
$1.37M
SOAMC
1296
Spirit of America Management Corp
New York
$1.36M +$51.9K +1,000 +4%
KWMG
1297
King Wealth Management Group
Florida
$1.36M -$84.2K -1,624 -6%
BTNA
1298
Bremer Trust National Association
Minnesota
$1.36M +$11.6K +223 +0.9%
FI
1299
FormulaFolio Investments
Michigan
$1.34M +$928K +17,888 +289%
SS
1300
Simplicity Solutions
Minnesota
$1.34M +$222K +4,283 +22%

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.