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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
PWMAG
1376
Pinnacle Wealth Management Advisory Group
New Jersey
$764K -$27.4K -560 -3%
MIM
1377
Martin Investment Management
Florida
$764K
PVWM
1378
Point View Wealth Management
New Jersey
$763K -$9.99K -204 -1%
IAMOG
1379
Investors Asset Management of Georgia
Georgia
$761K +$4.89K +100 +0.6%
CL
1380
CPWM LLC
Washington
$760K +$345K +7,041 +76%
AWA
1381
AmeriServ Wealth Advisors
Pennsylvania
$758K +$22.6K +462 +3%
HL
1382
HeadInvest LLC
Maine
$754K -$12.8K -262 -2%
SAM
1383
Sequent Asset Management
Texas
$753K
MAA
1384
Mraz Amerine & Associates
California
$753K +$14K +285 +2%
MCM
1385
Manchester Capital Management
Vermont
$748K -$54.6K -1,115 -6%
KSA
1386
Ken Stern & Associates
California
$747K -$19.4K -397 -2%
ST
1387
Spinnaker Trust
Maine
$745K -$13.1K -268 -2%
NC
1388
NewSquare Capital
Pennsylvania
$745K +$46.8K +957 +6%
HT
1389
HighTower Trust
Texas
$740K -$80.8K -1,650 -9%
REMPR
1390
Roof Eidam Maycock Peralta (REMP)
California
$738K +$46.5K +950 +6%
GT
1391
Greenleaf Trust
Michigan
$734K -$107K -2,191 -12%
AHB
1392
Abner Herrman & Brock
New Jersey
$731K +$11.3K +230 +1%
WCBA
1393
Weaver C. Barksdale & Associates
Tennessee
$729K
MMPW
1394
Mitchell McLeod Pugh & Williams
Alabama
$722K +$22K +450 +3%
YP
1395
Yellowstone Partners
Idaho
$718K +$115K +2,349 +18%
WA
1396
WESPAC Advisors
California
$715K -$50.3K -1,028 -6%
BWP
1397
Baldwin Wealth Partners
Massachusetts
$713K -$49K -1,000 -6%
WCF
1398
West Coast Financial
California
$700K -$80.1K -1,637 -10%
PAWC
1399
P.A.W. Capital
Connecticut
$699K
ACM
1400
Advent Capital Management
New York
$699K +$97.9K +2,000 +15%

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.