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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
W
1426
Wealthfront
California
$652K -$570K -11,640 -45%
UOC
1427
UBS O'Connor
Illinois
$649K -$22.8M -465,408 -97%
AWM
1428
AllSquare Wealth Management
New York
$647K +$50K +1,021 +8%
FA
1429
FCG Advisors
New Jersey
$642K -$56.6K -1,157 -8%
Fuller & Thaler Asset Management
1430
Fuller & Thaler Asset Management
California
$639K -$367K -7,500 -35%
GA
1431
GFS Advisors
Texas
$639K -$3.96K -81 -0.6%
BCM
1432
BTR Capital Management
California
$639K +$25.6K +522 +4%
TCB
1433
Texas Capital Bancshares
Texas
$631K -$23.8K -487 -3%
PIM
1434
Progressive Investment Management
Oregon
$629K -$197K -4,026 -23%
DAM
1435
Deltec Asset Management
New York
$629K
JPMIA
1436
J.P. Marvel Investment Advisors
Massachusetts
$628K -$70K -1,429 -10%
WA
1437
Wealth Architects
California
$628K +$97.8K +1,997 +17%
EGM
1438
Engineers Gate Manager
New York
$625K +$312K +6,380 +91%
BCM
1439
BlueCrest Capital Management
Jersey
$625K +$657K +13,415 New
FWM
1440
Focused Wealth Management
New York
$624K -$121K -2,471 -16%
MSU
1441
Mizuho Securities USA
New York
$623K -$3.63M -74,082 -85%
NAM
1442
Needelman Asset Management
California
$617K -$9.94K -203 -2%
LIM
1443
Loudon Investment Management
New Hampshire
$616K
AWM
1444
Altavista Wealth Management
North Carolina
$610K +$52.5K +1,073 +9%
HR
1445
Howe & Rusling
New York
$608K +$238K +4,868 +60%
FFA
1446
First Foundation Advisors
California
$605K -$70.7K -1,444 -10%
IC
1447
InterOcean Capital
Illinois
$600K -$22K -450 -3%
SAM
1448
Security Asset Management
New York
$600K
SFS
1449
Summit Financial Strategies
Ohio
$600K +$306K +6,245 +98%
TIA
1450
Tiemann Investment Advisors
California
$599K +$7.34K +150 +1%

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.