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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
SHGA
1576
Sand Hill Global Advisors
California
$386K +$8.32K +170 +2%
NYLIM
1577
New York Life Investment Management
New York
$382K
CPIG
1578
Chicago Partners Investment Group
Illinois
$376K +$191K +3,900 +94%
GAM
1579
Garrison Asset Management
Arkansas
$375K -$3.23K -66 -0.8%
HA
1580
Halsey Associates
Connecticut
$375K
RC
1581
Reik & Co
New York
$375K
JIP
1582
Jaffetilchin Investment Partners
Florida
$372K +$4.89K +100 +1%
RWML
1583
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$368K +$19.6K +400 +5%
HCM
1584
Harvest Capital Management
New Hampshire
$367K -$16K -327 -4%
LI
1585
Lafayette Investments
Maryland
$367K -$5.09K -104 -1%
ST
1586
Sentinel Trust
Texas
$365K -$5.34K -109 -1%
PFA
1587
Paradigm Financial Advisors
Missouri
$364K
DW
1588
Domani Wealth
Pennsylvania
$364K +$363K +7,412 +1,821%
ACM
1589
Ativo Capital Management
Illinois
$359K +$91.2K +1,863 +32%
DMC
1590
Drexel Morgan & Co
Pennsylvania
$358K -$30K -612 -7%
LWM
1591
Lyons Wealth Management
Florida
$357K -$29.4K -600 -7%
CFN
1592
Cordasco Financial Network
Florida
$357K -$4.89K -100 -1%
LWCFA
1593
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$354K -$193K -3,950 -34%
DAC
1594
Dividend Assets Capital
South Carolina
$354K -$14.7K -300 -4%
NYLT
1595
New York Life Trust
New York
$354K -$13.5K -275 -3%
SFA
1596
Sequoia Financial Advisors
Ohio
$354K +$65.3K +1,335 +21%
QAM
1597
Quantres Asset Management
Cayman Islands
$354K +$372K +7,600 New
ALA
1598
Atherton Lane Advisers
California
$352K -$12.6K -257 -3%
AIA
1599
AIMZ Investment Advisors
California
$352K
AIM
1600
Assured Investment Management
New York
$352K +$188K +3,848 +104%

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.