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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
CASB
1501
Cape Ann Savings Bank
Massachusetts
$506K -$32K -653 -6%
RIA
1502
Regal Investment Advisors
Michigan
$503K -$24.9K -509 -4%
VNA
1503
VNBTrust National Association
Virginia
$500K +$2.94K +60 +0.6%
ACI
1504
Advance Capital I
Michigan
$499K -$1.06M -21,700 -67%
PSI
1505
Pinnacle Summer Investments
Virginia
$496K -$35K -715 -6%
SC
1506
Searle & Co
Connecticut
$495K
CS
1507
Comerica Securities
Michigan
$495K +$105K +2,140 +25%
IT
1508
Independence Trust
Tennessee
$494K
PPCM
1509
Pillar Pacific Capital Management
California
$493K -$394K -8,042 -43%
S
1510
SignatureFD
Georgia
$492K -$39.4K -804 -7%
LA
1511
Lucus Advisors
New York
$492K +$517K +10,552 New
SAS
1512
Spectrum Advisory Services
Georgia
$486K -$157K -3,215 -24%
VNA
1513
Valley National Advisers
Pennsylvania
$484K +$98 +2 +0%
PCM
1514
Princeton Capital Management
New Jersey
$484K +$217K +4,433 +74%
NFG
1515
Nadler Financial Group
Illinois
$483K -$1.47K -30 -0.3%
OCM
1516
One Capital Management
California
$483K +$34.9K +712 +7%
AIM
1517
Avity Investment Management
Connecticut
$482K +$50.6K +1,034 +11%
GI
1518
Glovista Investments
New Jersey
$480K
EAM
1519
Evanson Asset Management
California
$479K +$57.3K +1,170 +13%
HC
1520
Highmount Capital
New York
$478K -$5.97K -122 -1%
UBWV
1521
United Bank (West Virginia)
West Virginia
$475K -$63.6K -1,300 -11%
SCM
1522
Sandler Capital Management
New York
$475K
ARMC
1523
American Research & Management Company
Massachusetts
$472K +$4.31K +88 +0.9%
SFM
1524
Signature Financial Management
Virginia
$472K +$62.7K +1,281 +14%
FC
1525
Financial Consulate
Maryland
$471K

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.