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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
PCTC
1626
Perkins Coie Trust Company
Washington
$476K
CHP
1627
Cable Hill Partners
Oregon
$476K +$4.25K +82 +1%
SAM
1628
Sequent Asset Management
Texas
$475K -$3.27K -63 -0.7%
OCM
1629
One Capital Management
California
$473K -$33.9K -653 -7%
PV
1630
Private Vista
Illinois
$473K -$24.2K -466 -5%
HTHT
1631
Hemenway Trust Hemenway Trust
New Hampshire
$471K
WP
1632
WMS Partners
Maryland
$470K +$9.54K +184 +2%
ACP
1633
Aviance Capital Partners
Florida
$467K +$8.51K +164 +2%
KP
1634
Keel Point
Alabama
$467K +$72.3K +1,394 +20%
SIC
1635
Shoker Investment Counsel
Ohio
$466K +$36.4K +701 +9%
RWML
1636
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$465K -$6.59K -127 -2%
CL
1637
Croft-Leominster
Maryland
$461K
BOS
1638
Bingham Osborn & Scarborough
California
$456K -$2.13K -41 -0.5%
AB
1639
Atlas Brown
Kentucky
$455K -$64.6K -1,246 -13%
IMOV
1640
Investment Management of Virginia
Virginia
$453K -$92.3K -1,779 -18%
GAM
1641
Garrison Asset Management
Arkansas
$453K +$6.48K +125 +2%
SDWMA
1642
Schneider Downs Wealth Management Advisors
Pennsylvania
$452K
TI
1643
Truepoint Inc
Ohio
$448K +$13.7K +265 +3%
PFA
1644
Paradigm Financial Advisors
Missouri
$447K
CASB
1645
Cape Ann Savings Bank
Massachusetts
$445K -$59.6K -1,149 -13%
HIS
1646
Horizon Investment Services
Indiana
$442K +$24.2K +467 +6%
ABTD
1647
Arvest Bank Trust Division
Oklahoma
$440K -$45.1K -869 -10%
PAG
1648
Pinnacle Advisory Group
Maryland
$440K -$1.61K -31 -0.4%
CPA
1649
Cowen Prime Advisors
New York
$440K
MWM
1650
MinichMacGregor Wealth Management
New York
$437K +$20.2K +389 +5%

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.