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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
EAM
126
Edge Asset Management
Washington
$145M +$7.97M +153,699 +6%
Swedbank
127
Swedbank
Sweden
$144M +$10.3M +198,785 +8%
GIA
128
Gateway Investment Advisers
Ohio
$140M -$4.4M -84,861 -3%
SCM
129
Sterling Capital Management
North Carolina
$140M -$10M -193,724 -7%
NFA
130
Nationwide Fund Advisors
Ohio
$140M +$14.7M +283,797 +13%
BCIM
131
British Columbia Investment Management
British Columbia, Canada
$139M +$296K +5,707 +0.2%
GF
132
Gabelli Funds
New York
$139M -$2.02M -39,000 -2%
DekaBank Deutsche Girozentrale
133
DekaBank Deutsche Girozentrale
Germany
$137M -$534K -10,302 -0.4%
NI
134
Numeric Investors
Massachusetts
$134M +$85.6M +1,649,465 +221%
Millennium Management
135
Millennium Management
New York
$133M +$124M +2,389,615 New
SB
136
Suntrust Banks
Georgia
$132M +$2.29M +44,199 +2%
CIBC Private Wealth Group
137
CIBC Private Wealth Group
Georgia
$130M +$3.87M +74,581 +3%
National Pension Service
138
National Pension Service
South Korea
$129M +$12M +230,500 +11%
Los Angeles Capital Management
139
Los Angeles Capital Management
California
$129M -$19M -366,759 -14%
Commonwealth Equity Services
140
Commonwealth Equity Services
Massachusetts
$127M +$3.99M +76,930 +4%
UIM
141
USS Investment Management
United Kingdom
$127M -$472K -9,100 -0.4%
KeyBank National Association
142
KeyBank National Association
Ohio
$125M -$1.52M -29,282 -1%
MLICM
143
Metropolitan Life Insurance Company (MetLife)
New York
$123M -$5.17M -99,717 -4%
RFC
144
Regions Financial Corp
Alabama
$123M +$3.21M +61,937 +3%
Citigroup
145
Citigroup
New York
$122M -$8.94M -172,402 -7%
Neuberger Berman Group
146
Neuberger Berman Group
New York
$121M -$16.5M -317,390 -13%
GC
147
Guggenheim Capital
Illinois
$118M -$4.27M -82,395 -4%
FAM
148
Fred Alger Management
New York
$117M -$35.3M -680,849 -24%
GT
149
Glenmede Trust
Pennsylvania
$117M +$11.9M +229,449 +12%
PP
150
Prudential plc
United Kingdom
$116M -$5.49M -105,815 -5%

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.