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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
CIM
1301
Cetera Investment Management
California
$1.34M -$151K -2,902 -11%
NFG
1302
Nations Financial Group
Iowa
$1.34M +$41.2K +795 +3%
PMFA
1303
Plante Moran Financial Advisors
Michigan
$1.33M +$9.34K +180 +0.8%
RIA
1304
Regal Investment Advisors
Michigan
$1.33M +$3.53K +68 +0.3%
AWA
1305
Arete Wealth Advisors
Illinois
$1.33M +$830K +15,999 +204%
YIA
1306
YHB Investment Advisors
Connecticut
$1.33M +$220K +4,240 +22%
RCA
1307
Rowland Carmichael Advisors
Arizona
$1.33M +$344K +6,640 +39%
YP
1308
Yellowstone Partners
Idaho
$1.33M +$96.3K +1,857 +8%
HCIA
1309
Hochman Cole Investment Advisors
Illinois
$1.32M +$573K +11,055 +84%
SM
1310
Sciencast Management
New Jersey
$1.32M +$1.23M +23,700 New
HS
1311
HighVista Strategies
Massachusetts
$1.32M -$265K -5,100 -18%
NMIFOAC
1312
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$1.32M
AF
1313
Allworth Financial
California
$1.31M +$79.4K +1,531 +7%
WPW
1314
Waldron Private Wealth
Pennsylvania
$1.31M -$707K -13,636 -36%
MWM
1315
Modera Wealth Management
New Jersey
$1.3M +$47.2K +910 +4%
CCT
1316
Country Club Trust
Missouri
$1.3M -$269K -5,177 -18%
PAM
1317
Private Asset Management
California
$1.3M -$19.1K -369 -2%
FWM
1318
Frontier Wealth Management
Missouri
$1.3M +$10.3K +199 +0.9%
ST
1319
Somerset Trust
Pennsylvania
$1.3M -$713K -13,741 -37%
PGIM
1320
Pacific Global Investment Management
California
$1.3M -$30.6K -589 -2%
SFI
1321
SPC Financial Inc
Maryland
$1.3M -$11.2K -216 -0.9%
TRIM
1322
Thompson Rubinstein Investment Management
Oregon
$1.29M -$77.8K -1,500 -6%
SG
1323
Somerset Group
Minnesota
$1.29M +$9.08K +175 +0.8%
FPA
1324
Fieldpoint Private Advisors
New York
$1.29M
JCM
1325
Jacobi Capital Management
Pennsylvania
$1.28M +$1.19M +22,847 New

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.