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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
FIB
1576
First Interstate Bank
Montana
$577K +$18K +347 +3%
FWP
1577
FAS Wealth Partners
Kansas
$576K -$12.9K -248 -2%
EC
1578
Eachwin Capital
New York
$575K
TG
1579
TLP Group
Illinois
$571K +$530K +10,217 New
GA
1580
GFS Advisors
Texas
$566K -$191K -3,682 -27%
PL
1581
Parkwood LLC
Ohio
$566K -$91K -1,754 -15%
Fayez Sarofim & Co
1582
Fayez Sarofim & Co
Texas
$566K -$21.7K -419 -4%
ICM
1583
IronBridge Capital Management
Illinois
$566K
MAM
1584
Mastrapasqua Asset Management
Tennessee
$564K -$5.05M -97,430 -91%
EI
1585
EDMP Inc
Florida
$563K -$1.04K -20 -0.2%
JG
1586
Jefferies Group
New York
$561K -$38.6K -744 -7%
SCM
1587
Stonehearth Capital Management
Massachusetts
$560K -$226K -4,359 -30%
SLF
1588
Sun Life Financial
Ontario, Canada
$559K -$372K -7,181 -42%
LRPA
1589
L. Roy Papp & Associates
Arizona
$559K -$25.6K -494 -5%
CFA
1590
Capstone Financial Advisors
Illinois
$556K +$1.04K +20 +0.2%
CBA
1591
Coastal Bridge Advisors
Connecticut
$553K +$986 +19 +0.2%
HR
1592
Howe & Rusling
New York
$543K -$21.5K -414 -4%
AIS
1593
AlphaOne Investment Services
Pennsylvania
$543K +$172K +3,310 +52%
SCP
1594
Sandhill Capital Partners
New York
$542K +$6.64K +128 +1%
OC
1595
Oakworth Capital
Alabama
$542K +$6.9K +133 +1%
PAM
1596
Peak Asset Management
Colorado
$539K -$23.9K -460 -5%
RC
1597
Reik & Co
New York
$538K +$77.8K +1,500 +18%
FNT
1598
First Nebraska Trust
Nebraska
$538K -$6.12K -118 -1%
BFC
1599
Blue Fin Capital
Rhode Island
$537K -$47.1K -909 -9%
IC
1600
Investment Counsel
Michigan
$532K

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.