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
HCM
1526
Hilton Capital Management
New York
$470K
LBC
1527
Lawrence B. Cohen
$469K +$11.5K +235 +2%
Rafferty Asset Management
1528
Rafferty Asset Management
New York
$467K -$115K -2,343 -19%
SCA
1529
Strategic Capital Alternatives
United States
$466K -$2.01K -41 -0.4%
UMA
1530
USA Mutuals Advisors
Texas
$466K
LBG
1531
Lloyds Banking Group
United Kingdom
$465K -$530K -10,826 -52%
SCP
1532
Sandhill Capital Partners
New York
$465K -$244K -4,985 -33%
SAA
1533
Southeast Asset Advisors
Georgia
$465K
CI
1534
CAZ Investments
Texas
$464K -$735K -15,024 -60%
NEPPG
1535
New England Professional Planning Group
Rhode Island
$463K +$23.1K +471 +5%
LC
1536
Lourd Capital
California
$461K -$7.64K -156 -2%
NEIRG
1537
New England Investment & Retirement Group
Massachusetts
$461K -$2.84K -58 -0.6%
CFA
1538
Cahill Financial Advisors
Minnesota
$458K -$23.9K -489 -5%
Fayez Sarofim & Co
1539
Fayez Sarofim & Co
Texas
$457K -$4.89K -100 -1%
RA
1540
RFG Advisory
Alabama
$457K +$480K +9,814 New
ZCI
1541
Zevenbergen Capital Investments
Washington
$453K -$103K -2,100 -18%
GIA
1542
Granite Investment Advisors
New Hampshire
$450K -$2.1K -43 -0.4%
CMANY
1543
Capital Management Associates (New York)
New York
$449K +$4.89K +100 +1%
IMOV
1544
Investment Management of Virginia
Virginia
$447K
MCA
1545
Mercer Capital Advisers
New Jersey
$447K +$881 +18 +0.2%
CA
1546
Cambridge Advisors
Nebraska
$447K +$7.39K +151 +2%
POA
1547
Pergamon Offshore Advisors
New York
$442K +$464K +9,473 New
DLHL
1548
Donald L. Hagan LLC
Florida
$441K
CFG
1549
CKW Financial Group
Hawaii
$439K
PCMK
1550
Paragon Capital Management (Kansas)
Kansas
$435K -$38.8K -792 -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.