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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
TCM
1401
Telos Capital Management
California
$697K -$10.8K -220 -1%
SCM
1402
SOL Capital Management
Maryland
$694K -$7.68K -157 -1%
WP
1403
WMS Partners
Maryland
$693K +$2.5K +51 +0.3%
TRIM
1404
Thompson Rubinstein Investment Management
Oregon
$692K -$44.1K -900 -6%
TCMG
1405
TSP Capital Management Group
New Jersey
$691K +$726K +14,821 New
MHS
1406
M Holdings Securities
Oregon
$688K +$14.2K +290 +2%
SP
1407
Sarasin & Partners
United Kingdom
$684K -$234K -4,779 -25%
TCM
1408
Tran Capital Management
California
$682K -$130K -2,661 -15%
WRM
1409
Westport Resources Management
Connecticut
$681K -$54.5K -1,114 -7%
CCM
1410
Condor Capital Management
New Jersey
$678K +$3.08K +63 +0.4%
FBP
1411
Flippin Bruce & Porter
Virginia
$677K -$19.6K -400 -3%
BAM
1412
Boyar Asset Management
New York
$677K +$133K +2,726 +23%
SCG
1413
Sonata Capital Group
Washington
$671K
ADMI
1414
Albert D. Mason Inc
Massachusetts
$669K -$3.83M -78,262 -85%
OAM
1415
Occidental Asset Management
California
$668K
ANB
1416
Amarillo National Bank
Texas
$668K +$48.8K +997 +7%
PG
1417
Portola Group
California
$662K -$186K -3,800 -21%
EWM
1418
Evermay Wealth Management
Virginia
$662K -$4.89K -100 -0.7%
AWA
1419
Arete Wealth Advisors
Illinois
$661K -$9.06K -185 -1%
SCM
1420
Stonehearth Capital Management
Massachusetts
$661K
SMM
1421
Stadion Money Management
Georgia
$660K -$271K -5,544 -28%
CTI
1422
Community Trust & Investment
Kentucky
$655K -$141K -2,890 -17%
QSS
1423
Quantitative Systematic Strategies
Florida
$655K +$686K +14,016 New
ADBIC
1424
A.D. Beadell Investment Counsel
Wisconsin
$654K +$23K +470 +3%
FM
1425
Forward Management
California
$653K

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.