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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
LA
1326
Lynch & Associates
Indiana
$1.28M +$73.9K +1,424 +7%
MCM
1327
Monarch Capital Management
Indiana
$1.28M -$882 -17 -0.1%
RA
1328
RFG Advisory
Alabama
$1.28M +$356K +6,869 +43%
CK
1329
Cohen Klingenstein
New York
$1.28M
MVA
1330
Mount Vernon Associates
Maryland
$1.28M +$44.2K +853 +4%
ICM
1331
IMS Capital Management
Oregon
$1.27M +$3.32K +64 +0.3%
GD
1332
Grandfield & Dodd
New York
$1.27M -$49K -944 -4%
LWM
1333
Lyons Wealth Management
Florida
$1.27M +$806K +15,539 +215%
AIM
1334
Advantage Investment Management
Iowa
$1.26M -$20.7K -399 -2%
AB
1335
AT Bancorp
Iowa
$1.26M +$1.19K +23 +0.1%
BOC
1336
Barbara Oil Co
Illinois
$1.26M
JIP
1337
Jaffetilchin Investment Partners
Florida
$1.25M +$197K +3,797 +20%
AWA
1338
AmeriServ Wealth Advisors
Pennsylvania
$1.25M +$308K +5,942 +36%
HIM
1339
Hillsdale Investment Management
Ontario, Canada
$1.25M -$130K -2,500 -10%
BSWMG
1340
Barrington Strategic Wealth Management Group
Illinois
$1.24M -$46.9K -904 -4%
GVT
1341
Genesee Valley Trust
New York
$1.24M +$7.63K +147 +0.7%
AFP
1342
Ausdal Financial Partners
Iowa
$1.24M +$29.4K +567 +3%
BDF
1343
Balasa Dinverno & Foltz
$1.24M +$115K +2,216 +11%
FMWA
1344
Forvis Mazars Wealth Advisors
Missouri
$1.24M -$80.8K -1,558 -7%
MM
1345
Midas Management
New York
$1.23M
ST
1346
Spinnaker Trust
Maine
$1.23M +$1.25K +24 +0.1%
CRIG
1347
Charter Research & Investment Group
Connecticut
$1.23M -$15.8K -305 -1%
SFG
1348
SevenBridge Financial Group
Pennsylvania
$1.22M +$1.14M +21,922 New
CWP
1349
Capital Wealth Planning
Florida
$1.22M -$469K -9,035 -29%
NA
1350
NewEdge Advisors
Louisiana
$1.22M +$1.13M +21,833 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.