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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
FMLI
1401
Fukoku Mutual Life Insurance
Japan
$1.05M -$62.2K -1,200 -6%
MC
1402
Mathes Company
New York
$1.05M +$39.1K +754 +4%
Balyasny Asset Management
1403
Balyasny Asset Management
Illinois
$1.05M +$340K +6,555 +54%
MCP
1404
Mirador Capital Partners
California
$1.05M +$102K +1,959 +11%
AIM
1405
Aspen Investment Management
Michigan
$1.04M -$30.7K -592 -3%
SFSIG
1406
San Francisco Sentry Investment Group
California
$1.04M -$15K -289 -2%
DIA
1407
Denver Investment Advisors
Colorado
$1.04M -$2.13K -41 -0.2%
NME
1408
Notis-McConarty Edward
$1.04M
NPF
1409
Norris Perne & French
Michigan
$1.02M -$246K -4,735 -21%
PH
1410
Pinnacle Holdings
Oklahoma
$1.02M -$2.18K -42 -0.2%
PI
1411
Pettee Investors
Connecticut
$1.02M
TAM
1412
Taurus Asset Management
New York
$1.02M
ECM
1413
EagleClaw Capital Management
Massachusetts
$1M
PWMAG
1414
Pinnacle Wealth Management Advisory Group
New Jersey
$1M +$2.02K +39 +0.2%
FFA
1415
Fragasso Financial Advisors
Pennsylvania
$999K +$54.8K +1,057 +6%
BP
1416
Ballentine Partners
Massachusetts
$993K +$18.2K +351 +2%
ROTUOC
1417
Regents of the University of California
California
$990K
CMANY
1418
Capital Management Associates (New York)
New York
$984K +$424K +8,174 +87%
LCM
1419
Lucas Capital Management
New Jersey
$981K -$99.7K -1,922 -10%
CAM
1420
CG Asset Management
New York
$979K +$79.2K +1,527 +10%
TFCM
1421
Taylor Frigon Capital Management
Arizona
$976K +$8.82K +170 +1%
CCM
1422
Cribstone Capital Management
Maine
$973K -$17.3K -333 -2%
SIC
1423
Salem Investment Counselors
North Carolina
$972K +$167K +3,225 +23%
CCM
1424
Coldstream Capital Management
Washington
$961K +$234K +4,506 +35%
CC
1425
Cadinha & Co
Hawaii
$960K +$2.59K +50 +0.3%

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.