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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
DBIA
1476
Dumont & Blake Investment Advisors
New Jersey
$807K -$28.2K -544 -4%
BCP
1477
Berkeley Capital Partners
Georgia
$802K -$104K -2,014 -12%
PBO
1478
Peoples Bank (Ohio)
Ohio
$801K +$19.1K +369 +3%
CCM
1479
Condor Capital Management
New Jersey
$799K -$28.2K -544 -4%
GI
1480
Glovista Investments
New Jersey
$796K -$85K -1,639 -10%
PL
1481
Plancorp LLC
Missouri
$796K +$740K +14,260 New
MIP
1482
Marietta Investment Partners
Wisconsin
$795K +$64.4K +1,241 +10%
BAM
1483
Boyar Asset Management
New York
$793K
SP
1484
Sarasin & Partners
United Kingdom
$790K
ZCI
1485
Zevenbergen Capital Investments
Washington
$790K +$166K +3,200 +29%
BWFM
1486
Bridgewater Wealth & Financial Management
Maryland
$789K +$259 +5 +0%
PIM
1487
Progressive Investment Management
Oregon
$789K +$27.5K +530 +4%
MFW
1488
Mosaic Family Wealth
Missouri
$783K -$203K -3,913 -22%
ADBIC
1489
A.D. Beadell Investment Counsel
Wisconsin
$783K
PAWC
1490
P.A.W. Capital
Connecticut
$782K
CCG
1491
Chatham Capital Group
Georgia
$775K
VNA
1492
Valley National Advisers
Pennsylvania
$772K +$83.1K +1,602 +13%
HCP
1493
Holt Capital Partners
Texas
$769K +$32.5K +627 +5%
S
1494
SignatureFD
Georgia
$765K +$15.6K +300 +2%
SGK
1495
Steigerwald Gordon & Koch
Virginia
$763K +$50.8K +980 +7%
LWA
1496
Lebenthal Wealth Advisors
New York
$761K +$707K +13,629 New
CAM
1497
Chesapeake Asset Management
New York
$752K +$380K +7,326 +119%
SRSA
1498
S.R. Schill & Associates
Washington
$751K
TCMG
1499
TSP Capital Management Group
New Jersey
$751K
ODCM
1500
Old Dominion Capital Management
Virginia
$751K +$93.2K +1,797 +15%

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.