We are live on ! Find out more

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
Group One Trading
1451
Group One Trading
Illinois
$598K -$670K -13,682 -52%
LCM
1452
LVM Capital Management
Michigan
$598K +$628K +12,829 New
MSTVIM
1453
Messner & Smith Theme Value Investment Management
California
$594K -$2.45K -50 -0.4%
SGK
1454
Steigerwald Gordon & Koch
Virginia
$591K +$98 +2 +0%
BIM
1455
Baldwin Investment Management
Pennsylvania
$586K -$9.5K -194 -2%
WCM
1456
Windsor Capital Management
Arizona
$582K +$106K +2,168 +21%
DBIA
1457
Dumont & Blake Investment Advisors
New Jersey
$581K +$7.34K +150 +1%
SRSA
1458
S.R. Schill & Associates
Washington
$579K -$9.79K -200 -2%
MCM
1459
McRae Capital Management
New Jersey
$578K
AT
1460
Argent Trust
Texas
$572K
LOAMS
1461
Lombard Odier Asset Management (Switzerland)
Switzerland
$571K -$592K -12,099 -50%
HCP
1462
Holt Capital Partners
Texas
$571K -$18.7K -383 -3%
PAS
1463
Partnervest Advisory Services
California
$568K +$332K +6,775 +125%
SPC
1464
Stewart & Patten Company
California
$567K -$77.6K -1,586 -12%
LPC
1465
Loeb Partners Corp
New York
$566K
MPIA
1466
Mountain Pacific Investment Advisers
Idaho
$564K +$44.1K +900 +8%
SIC
1467
Salem Investment Counselors
North Carolina
$562K +$4.89K +100 +0.8%
TFF
1468
Timothy F. Fidgeon
$561K
HF
1469
Hoxton Financial
West Virginia
$561K +$9.64K +197 +2%
MA
1470
MCF Advisors
Kentucky
$560K -$8.76K -179 -1%
BFPW
1471
BOK Financial Private Wealth
Colorado
$560K +$12K +245 +2%
AWM
1472
Affinity Wealth Management
Delaware
$560K +$44.7K +913 +8%
PAA
1473
Peregrine Asset Advisers
Oregon
$559K +$49.1K +1,004 +9%
SMC
1474
Smith, Moore & Co
Missouri
$552K +$52.4K +1,071 +10%
HTHT
1475
Hemenway Trust Hemenway Trust
New Hampshire
$551K -$152K -3,111 -21%

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.