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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
ANTB
1601
AMG National Trust Bank
Colorado
$530K +$16.6K +320 +3%
DLHL
1602
Donald L. Hagan LLC
Florida
$529K
AUIM
1603
Aegon USA Investment Management
Iowa
$528K
SAM
1604
Shamrock Asset Management
Texas
$528K +$72K +1,388 +17%
ARMC
1605
American Research & Management Company
Massachusetts
$527K -$36.3K -700 -7%
HCM
1606
Harvey Capital Management
Florida
$525K +$207K +4,000 +74%
CAG
1607
Crestwood Advisors Group
Massachusetts
$523K -$133K -2,565 -22%
SFM
1608
Signature Financial Management
Virginia
$523K -$25.5K -491 -5%
QCG
1609
Quadrant Capital Group
Ohio
$521K +$60.7K +1,171 +14%
PFM
1610
Peak Financial Management
Massachusetts
$518K +$481K +9,270 New
BAM
1611
Brave Asset Management
New Jersey
$516K
BIG
1612
Bellwether Investment Group
Tennessee
$515K +$478K +9,217 New
GIA
1613
Granite Investment Advisors
New Hampshire
$514K -$10.4K -200 -2%
SAA
1614
Southeast Asset Advisors
Georgia
$507K -$30.8K -593 -6%
HA
1615
Halsey Associates
Connecticut
$507K -$3.22K -62 -0.7%
RFS
1616
Rockefeller Financial Services
New York
$506K -$85.3K -1,644 -15%
HPWM
1617
Highland Private Wealth Management
Washington
$506K +$20.3K +391 +5%
LWM
1618
LBA Wealth Management
Florida
$504K +$25.9K +500 +6%
SPC
1619
Stewart & Patten Company
California
$500K -$72.9K -1,406 -14%
PIM
1620
Parasol Investment Management
Illinois
$498K -$59.4K -1,145 -11%
CFG
1621
CKW Financial Group
Hawaii
$495K
VFP
1622
Verus Financial Partners
Virginia
$491K -$8.3K -160 -2%
PCM
1623
Prelude Capital Management
New York
$489K -$2.08K -40 -0.5%
RAM
1624
Riggs Asset Management
Pennsylvania
$479K +$55.6K +1,071 +14%
HFS
1625
Haverford Financial Services
Pennsylvania
$477K -$1.45K -28 -0.3%

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.