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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
MWM
1351
Modera Wealth Management
New Jersey
$844K -$2.45K -50 -0.3%
GCIA
1352
Gabelli & Co Investment Advisers
New York
$842K -$19.6K -400 -2%
SSG
1353
Summit Securities Group
New York
$839K +$832K +16,998 +1,700%
MIAN
1354
Mariner Independent Advisor Network
Kansas
$833K +$120K +2,460 +16%
GLI
1355
Guardian Life Insurance
New York
$833K -$14.8K -302 -2%
SFM
1356
Signet Financial Management
New Jersey
$833K +$221K +4,520 +34%
ROTUOC
1357
Regents of the University of California
California
$827K
GWM
1358
Gupta Wealth Management
California
$825K +$121K +2,476 +16%
KTC
1359
Kistler-Tiffany Companies
Pennsylvania
$823K +$78.3K +1,599 +10%
EWMCB
1360
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$820K -$13.9K -284 -2%
PAM
1361
Premier Asset Management
Illinois
$816K +$58.4K +1,193 +7%
FWP
1362
FAS Wealth Partners
Kansas
$807K +$87.5K +1,787 +12%
MC
1363
Mathes Company
New York
$801K -$105K -2,150 -11%
HAG
1364
HighPoint Advisor Group
Illinois
$795K +$43.3K +884 +5%
FIM
1365
Fruth Investment Management
Texas
$794K -$22K -450 -3%
CFA
1366
Capstone Financial Advisors
Illinois
$789K +$287K +5,865 +53%
PG
1367
Patten Group
Tennessee
$783K -$4.89K -100 -0.6%
MHIM
1368
MacNealy Hoover Investment Management
Ohio
$782K -$3.82K -78 -0.5%
IIC
1369
Ironwood Investment Counsel
Arizona
$779K -$14.5K -297 -2%
JWM
1370
Jacobus Wealth Management
Wisconsin
$779K -$5.92K -121 -0.7%
FHB
1371
First Hawaiian Bank
Hawaii
$778K +$49.6K +1,013 +6%
HW
1372
Hedeker Wealth
Illinois
$777K -$28.2K -576 -3%
BWM
1373
Baystate Wealth Management
Massachusetts
$776K +$92.8K +1,895 +13%
MCWS
1374
McKinley Carter Wealth Services
West Virginia
$776K +$187K +3,826 +30%
TFCM
1375
Taylor Frigon Capital Management
Arizona
$768K -$189K -3,865 -19%

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.