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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
IAMOG
1426
Investors Asset Management of Georgia
Georgia
$957K -$10.4K -200 -1%
TCM
1427
Telos Capital Management
California
$956K -$19.9K -384 -2%
TCM
1428
Tributary Capital Management
Nebraska
$956K +$31.1K +600 +4%
MFIMFI
1429
Mesirow Financial Investment Management - Fixed Income
Illinois
$955K -$909K -17,527 -51%
CCA
1430
Cobblestone Capital Advisors
New York
$949K -$72.9K -1,406 -8%
CL
1431
CPWM LLC
Washington
$945K -$22.8K -440 -3%
KIA
1432
Kopp Investment Advisors
Minnesota
$943K -$18.2K -350 -2%
AWM
1433
Altavista Wealth Management
North Carolina
$943K +$622 +12 +0.1%
FIM
1434
Fruth Investment Management
Texas
$934K -$10.4K -200 -1%
ADMI
1435
Albert D. Mason Inc
Massachusetts
$929K -$61.7K -1,189 -7%
SAMC
1436
Shinko Asset Management Company
Japan
$923K +$61.2K +1,180 +8%
KLWA
1437
Kelly Lawrence W & Associates
California
$922K -$10.8K -209 -1%
MMPW
1438
Mitchell McLeod Pugh & Williams
Alabama
$919K +$62.2K +1,200 +8%
WCF
1439
West Coast Financial
California
$919K +$161K +3,101 +23%
CCM
1440
CrestPoint Capital Management
Missouri
$916K
IIC
1441
Ironwood Investment Counsel
Arizona
$914K -$158K -3,037 -16%
HL
1442
HeadInvest LLC
Maine
$911K -$3.27K -63 -0.4%
ACM
1443
Argentus Capital Management
Texas
$909K -$190K -3,667 -18%
NAM
1444
Needelman Asset Management
California
$899K -$2.33K -45 -0.3%
WA
1445
WBH Advisory
Maryland
$897K -$81.4K -1,570 -9%
FA
1446
FCG Advisors
New Jersey
$895K +$20.3K +391 +3%
PAS
1447
Partnervest Advisory Services
California
$894K +$53.2K +1,026 +7%
SL
1448
Summitry LLC
California
$891K +$219K +4,221 +36%
Jennison Associates
1449
Jennison Associates
New York
$891K +$828K +15,962 New
LWCFA
1450
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$890K +$355K +6,852 +75%

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.