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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
FBC
1526
Fairfield, Bush & Co
Connecticut
$677K -$52 -1 -0%
AF
1527
Affiance Financial
Minnesota
$674K -$259 -5 -0%
MI
1528
Montage Investments
Kansas
$671K -$119K -2,298 -16%
BIM
1529
Baldwin Investment Management
Pennsylvania
$671K -$25.8K -497 -4%
FBP
1530
Flippin Bruce & Porter
Virginia
$668K -$36.3K -700 -6%
SCA
1531
Stuart Chaussee & Associates
California
$668K +$359K +6,926 +140%
FSCM
1532
Front Street Capital Management
Montana
$667K +$619K +11,942 New
HIM
1533
Hanlon Investment Management
New Jersey
$664K +$25.9K +500 +4%
CA
1534
Capital Advantage
California
$662K -$25.8K -497 -4%
CA
1535
Cambridge Advisors
Nebraska
$658K +$12.9K +249 +2%
TSS
1536
Two Sigma Securities
New York
$658K +$611K +11,775 New
CII
1537
Capital International Inc
California
$657K +$41.5K +800 +7%
MCA
1538
Mercer Capital Advisers
New Jersey
$656K +$105K +2,029 +21%
MA
1539
MCF Advisors
Kentucky
$655K -$2.28K -44 -0.4%
SIM
1540
SSI Investment Management
California
$655K +$9.39K +181 +2%
RPG
1541
Risk Paradigm Group
Texas
$653K +$496K +9,569 +450%
LC
1542
Lourd Capital
California
$653K +$12.1K +233 +2%
CWA
1543
Cypress Wealth Advisors
California
$651K -$46.6K -899 -7%
BFPW
1544
BOK Financial Private Wealth
Colorado
$649K
PCM
1545
Princeton Capital Management
New Jersey
$644K +$48.9K +943 +9%
RHDIC
1546
R.H. Dinel Investment Counsel
California
$642K
GCAC
1547
Guardian Capital Advisors (Canada)
Ontario, Canada
$642K +$2.59K +50 +0.4%
IC
1548
InterOcean Capital
Illinois
$634K -$13K -250 -2%
SWA
1549
Sutton Wealth Advisors
Florida
$634K +$5.19K +100 +0.9%
JWA
1550
JFS Wealth Advisors
Pennsylvania
$633K -$5.91K -114 -1%

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.