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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
FNT
1551
First Nebraska Trust
Nebraska
$432K -$7.29K -149 -2%
NAM
1552
North American Management
Massachusetts
$431K +$32.3K +660 +8%
PRC
1553
Platte River Capital
Colorado
$429K
SC
1554
Saybrook Capital
North Carolina
$418K +$45.3K +925 +12%
ANTB
1555
AMG National Trust Bank
Colorado
$415K -$29.5K -602 -6%
CWA
1556
Cypress Wealth Advisors
California
$413K +$434K +8,860 New
AGA
1557
Accuvest Global Advisors
Utah
$408K
SIM
1558
SSI Investment Management
California
$405K -$1.66K -34 -0.4%
Pacer Advisors
1559
Pacer Advisors
Pennsylvania
$405K
RP
1560
Rowlandmiller & Partners
Georgia
$404K -$2.94K -60 -0.7%
CHP
1561
Cable Hill Partners
Oregon
$404K +$32.5K +664 +8%
RFS
1562
Rockefeller Financial Services
New York
$403K -$250K -5,100 -37%
PCM
1563
Perkins Capital Management
Minnesota
$402K -$13.4K -274 -3%
CL
1564
Croft-Leominster
Maryland
$400K
RAM
1565
Riggs Asset Management
Pennsylvania
$398K -$47.7K -975 -10%
BOS
1566
Bingham Osborn & Scarborough
California
$398K +$19.8K +405 +5%
JIR
1567
James Investment Research
Ohio
$397K -$467K -9,550 -53%
CAM
1568
CG Asset Management
New York
$396K -$17.1K -350 -4%
Manulife (Manufacturers Life Insurance)
1569
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$394K -$1.68M -34,309 -0.4%
GWA
1570
Genesis Wealth Advisors
Massachusetts
$393K -$6.56K -134 -2%
W
1571
Wealthquest
Ohio
$391K
BAM
1572
Brave Asset Management
New Jersey
$390K +$14.9K +305 +4%
SAM
1573
Summit Asset Management
Tennessee
$389K +$294 +6 +0.1%
RCM
1574
Rotella Capital Management
Washington
$389K +$1.32K +27 +0.3%
PC
1575
Palo Capital
California
$388K -$1.91K -39 -0.5%

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.