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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
PCIG
1376
Partners Capital Investment Group
Massachusetts
$1.12M
IA
1377
Icon Advisers
Colorado
$1.12M -$83K -1,600 -7%
NC
1378
NewSquare Capital
Pennsylvania
$1.11M +$130K +2,509 +14%
OFS
1379
Orrstown Financial Services
Pennsylvania
$1.11M -$458K -8,834 -31%
VIM
1380
Veritas Investment Management
United Kingdom
$1.11M -$37.1K -715 -3%
Edgewood Management
1381
Edgewood Management
Connecticut
$1.11M -$92.2K -1,778 -8%
EGA
1382
E&G Advisors
Texas
$1.11M +$547K +10,552 +114%
AIM
1383
Assured Investment Management
New York
$1.11M +$621K +11,982 +153%
PIM
1384
Profit Investment Management
Maryland
$1.1M +$1.03M +19,768 New
DCM
1385
Dynamic Capital Management
Jersey
$1.1M +$1.02M +19,737 New
TPWA
1386
TRUE Private Wealth Advisors
Oregon
$1.1M -$399K -7,692 -28%
BJL
1387
Brighton Jones LLC
Washington
$1.09M -$138K -2,661 -12%
FIM
1388
Freedom Investment Management
Connecticut
$1.09M +$8.77K +169 +0.9%
NG
1389
Northstar Group
New York
$1.09M -$18.5K -356 -2%
WMSA
1390
Weiss Multi-Strategy Advisers
New York
$1.09M +$1.01M +19,517 New
AAM
1391
Augustine Asset Management
Florida
$1.08M -$617K -11,890 -38%
BWM
1392
Baystate Wealth Management
Massachusetts
$1.08M +$11.7K +226 +1%
CFN
1393
Cordasco Financial Network
Florida
$1.08M -$288K -5,559 -22%
WP
1394
Wedgewood Partners
Missouri
$1.07M
SSG
1395
Summit Securities Group
New York
$1.07M +$996K +19,200 New
FC
1396
Forte Capital
New York
$1.07M +$191K +3,674 +24%
RGC
1397
Roberts, Glore & Co
Illinois
$1.07M -$21.4K -413 -2%
NAM
1398
North American Management
Massachusetts
$1.06M +$11.5K +222 +1%
SAMNY
1399
Samsung Asset Management (New York)
New York
$1.06M -$732K -14,120 -43%
MHIM
1400
MacNealy Hoover Investment Management
Ohio
$1.05M -$48.4K -934 -5%

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.