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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
ARMT
1301
Amica Retiree Medical Trust
Rhode Island
$994K
BDF
1302
Balasa Dinverno & Foltz
$994K +$8.76K +179 +0.8%
MWP
1303
MYCIO Wealth Partners
Pennsylvania
$993K +$74.8K +1,528 +8%
BCM
1304
Boyle Capital Management
Iowa
$992K -$128K -2,609 -11%
MP
1305
Manifold Partners
California
$990K
DCM
1306
Donaldson Capital Management
Indiana
$982K +$5.97K +122 +0.6%
QIM
1307
Quest Investment Management
Oregon
$981K +$5.87K +120 +0.6%
WRHAM
1308
W.R. Huff Asset Management
Florida
$980K +$245 +5 +0%
KCM
1309
KSA Capital Management
New Jersey
$979K +$1.03M +21,000 New
MF
1310
Magnetar Financial
Illinois
$974K -$1.13M -23,051 -52%
BA
1311
Birinyi Associates
Connecticut
$971K -$73.4K -1,500 -7%
MFBTD
1312
MB Financial Bank - Trust Department
Illinois
$969K +$53.6K +1,096 +6%
AF
1313
Allworth Financial
California
$967K +$87.4K +1,786 +9%
FMWA
1314
Forvis Mazars Wealth Advisors
Missouri
$958K -$434K -8,859 -30%
SOAMC
1315
Spirit of America Management Corp
New York
$953K
MDCM
1316
Morgan Dempsey Capital Management
Wisconsin
$951K +$93.5K +1,910 +10%
DY
1317
Dowling & Yahnke
California
$946K -$52.5K -1,073 -5%
Kayne Anderson Rudnick Investment Management
1318
Kayne Anderson Rudnick Investment Management
California
$944K +$129K +2,633 +15%
AC
1319
Alexandria Capital
Virginia
$941K +$21K +430 +2%
CAM
1320
Centre Asset Management
New York
$938K
PH
1321
Pinnacle Holdings
Oklahoma
$935K -$14.5K -296 -1%
KLWA
1322
Kelly Lawrence W & Associates
California
$935K +$245K +5,000 +33%
PIM
1323
Parasol Investment Management
Illinois
$931K +$37.4K +765 +4%
NME
1324
Notis-McConarty Edward
$930K
AP
1325
AHL Partners
United Kingdom
$927K +$583K +11,901 +149%

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.