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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
BC
1601
Brookfield Corp
Ontario, Canada
$350K
PAM
1602
Peak Asset Management
Colorado
$338K -$685 -14 -0.2%
CII
1603
Capital International Inc
California
$338K +$39.2K +800 +12%
IF
1604
IRON Financial
Illinois
$338K +$355K +7,260 New
KS
1605
Karpas Strategies
Connecticut
$337K
CCM
1606
Coldstream Capital Management
Washington
$335K +$352K +7,187 New
FHC
1607
First Houston Capital
Texas
$331K
RCG
1608
Ruane, Cunniff & Goldfarb
New York
$329K +$685 +14 +0.2%
PAG
1609
Pinnacle Advisory Group
Maryland
$326K -$195K -3,981 -36%
SL
1610
Summitry LLC
California
$326K +$13.5K +276 +4%
WIA
1611
Westbourne Investment Advisors
Maryland
$324K +$340K +6,952 New
SIC
1612
Shoker Investment Counsel
Ohio
$323K +$52.5K +1,072 +18%
AIS
1613
AlphaOne Investment Services
Pennsylvania
$322K -$125K -2,560 -27%
AMM
1614
American Money Management
California
$320K -$5.53K -113 -2%
CD
1615
Carl Domino
Florida
$320K +$259K +5,286 +332%
NA
1616
Navellier & Associates
Nevada
$318K +$334K +6,816 New
KFA
1617
Kelleher Financial Advisors
New York
$317K -$25.6K -524 -7%
ABTD
1618
Arvest Bank Trust Division
Oklahoma
$317K +$120K +2,445 +56%
PL
1619
Parkwood LLC
Ohio
$316K -$28.3K -578 -8%
ACM
1620
Ashford Capital Management
Delaware
$316K
WCM
1621
Weatherstone Capital Management
Colorado
$316K +$11.5K +235 +4%
WCM
1622
Weik Capital Management
Pennsylvania
$311K
LWM
1623
LBA Wealth Management
Florida
$311K +$17.9K +365 +6%
HCMNY
1624
Howard Capital Management (New York)
New York
$310K -$2.45K -50 -0.7%
FGA
1625
Flood Gamble Associates
New York
$310K

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.