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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
CAM
1626
Concorde Asset Management
Michigan
$310K +$326K +6,650 New
CAW
1627
Cornerstone Advisors (Washington)
Washington
$307K +$490 +10 +0.2%
LD
1628
Lipe & Dalton
New York
$306K -$3.38K -69 -1%
ACP
1629
Aviance Capital Partners
Florida
$304K -$81.3K -1,661 -20%
CA
1630
Capital Advantage
California
$304K -$42.4K -867 -12%
DA
1631
DSC Advisors
Illinois
$301K +$316K +6,446 New
BRA
1632
Bender Robert & Associates
California
$300K -$4.41K -90 -1%
AB
1633
Atlas Brown
Kentucky
$299K +$441 +9 +0.1%
SG
1634
Somerset Group
Minnesota
$298K -$14.7K -300 -4%
BCM
1635
Blume Capital Management
California
$297K -$15.8K -322 -5%
CAM
1636
Chesapeake Asset Management
New York
$297K -$9.79K -200 -3%
QCG
1637
Quadrant Capital Group
Ohio
$297K +$317K +6,482 New
LYV
1638
Live Your Vision
Pennsylvania
$296K +$52.8K +1,079 +21%
AW
1639
Alpha Windward
Massachusetts
$295K +$15K +307 +5%
NCM
1640
Noesis Capital Mangement
Florida
$292K -$9.79K -200 -3%
IWA
1641
Inspirion Wealth Advisors
Illinois
$290K -$12.6K -257 -4%
JGUA
1642
John G. Ullman & Associates
New York
$289K +$22K +450 +8%
BHC
1643
Bowen Hanes & Co
Florida
$287K +$72.2K +1,475 +32%
OAM
1644
Oberweis Asset Management
Illinois
$284K -$11.8K -241 -4%
HCM
1645
Highbridge Capital Management
New York
$284K +$298K +6,086 New
VWM
1646
Vector Wealth Management
Minnesota
$283K +$10K +205 +3%
DWM
1647
Dakota Wealth Management
Florida
$283K +$23.9K +488 +9%
VFP
1648
Verus Financial Partners
Virginia
$282K -$10.5K -214 -3%
NFC
1649
Northeast Financial Consultants
Connecticut
$282K +$49K +1,000 +20%
RWM
1650
RKL Wealth Management
Pennsylvania
$281K -$7.68K -157 -3%

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.