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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
BVDMP
1351
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$1.22M
PCP
1352
Proficio Capital Partners
Massachusetts
$1.22M +$44.7K +861 +4%
AWM
1353
Avior Wealth Management
Nebraska
$1.21M +$14K +270 +1%
SCM
1354
Southport Capital Management
Tennessee
$1.21M -$598K -11,521 -35%
SJIM
1355
St. Johns Investment Management
Florida
$1.21M +$7.21K +139 +0.6%
KTC
1356
Kistler-Tiffany Companies
Pennsylvania
$1.21M +$127K +2,452 +13%
PAM
1357
Premier Asset Management
Illinois
$1.2M +$54.6K +1,053 +5%
PL
1358
Parthenon LLC
Kentucky
$1.2M +$46.1K +888 +4%
RBC
1359
Ronald Blue & Co
Georgia
$1.2M -$156K -3,017 -12%
ARMT
1360
Amica Retiree Medical Trust
Rhode Island
$1.19M
MCM
1361
Millie Capital Management
California
$1.19M -$52 -1 -0%
HFM
1362
Hartford Financial Management
Connecticut
$1.18M +$986 +19 +0.1%
EDRAMF
1363
Edmond de Rothschild Asset Management (France)
France
$1.16M -$275K -5,300 -20%
SWM
1364
Stockman Wealth Management
Montana
$1.16M -$271K -5,233 -20%
SEC
1365
Seven Eight Capital
New York
$1.16M +$1.07M +20,686 New
FWM
1366
Focused Wealth Management
New York
$1.15M +$14.7K +283 +1%
BCM
1367
Birmingham Capital Management
Alabama
$1.15M +$18.2K +350 +2%
JGIA
1368
Jackson Grant Investment Advisers
Connecticut
$1.15M +$130K +2,515 +14%
NB
1369
Nicolet Bankshares
Wisconsin
$1.15M +$96.9K +1,869 +10%
SMC
1370
Smith, Moore & Co
Missouri
$1.14M -$96.7K -1,865 -8%
BHIA
1371
Birch Hill Investment Advisors
Massachusetts
$1.14M -$32.4K -624 -3%
MWP
1372
MYCIO Wealth Partners
Pennsylvania
$1.14M -$72K -1,388 -6%
CIM
1373
CIM Investment Management
Pennsylvania
$1.14M -$41.5K -800 -4%
WCM
1374
Wunderlich Capital Managemnt
Tennessee
$1.13M +$9.7K +187 +0.9%
WIP
1375
Wellesley Investment Partners
Massachusetts
$1.13M +$45K +868 +4%

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.