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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
CPA
1476
Capital Planning Advisors
California
$551K
CCG
1477
Chatham Capital Group
Georgia
$547K
FIG
1478
Fusion Investment Group
Pennsylvania
$544K +$12.9K +263 +2%
NMIFOAC
1479
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$541K
JWA
1480
JFS Wealth Advisors
Pennsylvania
$541K +$12.9K +264 +2%
HIM
1481
Hanlon Investment Management
New Jersey
$540K
FBC
1482
Fairfield, Bush & Co
Connecticut
$537K
CAG
1483
Crestwood Advisors Group
Massachusetts
$536K -$120K -2,450 -18%
RHDIC
1484
R.H. Dinel Investment Counsel
California
$536K +$103K +2,100 +22%
LAIC
1485
Lederer & Associates Investment Counsel
California
$535K -$13K -265 -2%
BFC
1486
Blue Fin Capital
Rhode Island
$533K +$6.07K +124 +1%
HEIP
1487
Hudson Edge Investment Partners
New Jersey
$532K -$9.79K -200 -2%
DJSG
1488
D.J. St. Germain
Massachusetts
$532K +$22.5K +459 +4%
ST
1489
Sabal Trust
Florida
$531K +$16.1K +329 +3%
FWM
1490
Frontier Wealth Management
Missouri
$530K -$567K -11,575 -50%
KA
1491
KLCM Advisors
Wisconsin
$529K +$210K +4,299 +61%
AIC
1492
Atlantic Investment Company
Georgia
$528K
WC
1493
Whitnell & Co
Illinois
$527K -$3.96K -81 -0.7%
BP
1494
Ballentine Partners
Massachusetts
$526K +$9.2K +188 +2%
CPIM
1495
Columbia Partners Investment Management
Virginia
$520K -$471K -9,621 -46%
AAM
1496
Aureus Asset Management
Massachusetts
$516K -$53.6K -1,095 -9%
DTL
1497
Dynamic Technology Lab
Singapore
$513K +$539K +11,006 New
HIM
1498
Hutchens Investment Management
New Hampshire
$512K -$71K -1,450 -12%
MFS
1499
McNamara Financial Services
Massachusetts
$512K -$71K -1,450 -12%
BLAM
1500
Bourne Lent Asset Management
New York
$509K +$39.2K +800 +8%

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.