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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
JFA
1551
Johanson Financial Advisors
California
$632K +$42.7K +823 +8%
CA
1552
Cornerstone Advisory
Maryland
$629K +$674 +13 +0.1%
NFG
1553
Nadler Financial Group
Illinois
$629K +$9.91K +191 +2%
LPC
1554
Loeb Partners Corp
New York
$626K -$7.42K -143 -1%
WC
1555
Whitnell & Co
Illinois
$625K
TC
1556
Toews Corporation
New Jersey
$620K +$576K +11,100 New
SCA
1557
Salient Capital Advisors
Texas
$617K -$29.2K -563 -5%
IIA
1558
IPG Investment Advisors
California
$615K +$363K +7,000 +174%
MFS
1559
Monetta Financial Services
Illinois
$614K
JWM
1560
Jacobus Wealth Management
Wisconsin
$612K -$270K -5,196 -32%
FFA
1561
First Foundation Advisors
California
$606K -$110K -2,129 -16%
IFS
1562
Ifrah Financial Services
Arkansas
$606K +$230K +4,440 +69%
PCM
1563
Perkins Capital Management
Minnesota
$605K +$332K +6,400 +144%
VCM
1564
Versant Capital Management
Arizona
$603K -$4.41K -85 -0.8%
UBWV
1565
United Bank (West Virginia)
West Virginia
$600K -$28.8K -555 -5%
IPC
1566
Independent Portfolio Consultants
Florida
$597K +$294K +5,663 +113%
FC
1567
Financial Consulate
Maryland
$596K +$2.96K +57 +0.5%
WA
1568
Wealth Architects
California
$594K -$21.6K -417 -4%
GBBWRPM
1569
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$589K +$61.9K +1,194 +13%
HEIP
1570
Hudson Edge Investment Partners
New Jersey
$587K -$44.6K -860 -8%
CFA
1571
Cahill Financial Advisors
Minnesota
$587K -$2.9K -56 -0.5%
NEPPG
1572
New England Professional Planning Group
Rhode Island
$586K +$22.6K +436 +4%
PCM
1573
Penserra Capital Management
California
$582K +$540K +10,417 New
SFA
1574
Sequoia Financial Advisors
Ohio
$580K -$32.6K -629 -6%
VNA
1575
VNBTrust National Association
Virginia
$579K +$28.9K +557 +6%

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.