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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
C
1651
CFO4Life
Texas
$279K +$80K +1,634 +38%
CCWA
1652
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$279K +$293K +5,979 New
BFM
1653
Boothbay Fund Management
New York
$277K +$291K +5,942 New
BFG
1654
Bouchey Financial Group
New York
$275K +$34.1K +696 +13%
MHIC
1655
Marble Harbor Investment Counsel
Massachusetts
$272K
NA
1656
Nottingham Advisors
New York
$271K +$7.34K +150 +3%
EML
1657
Eos Management LP
New York
$267K -$245K -5,000 -47%
DT
1658
Diversified Trust
Tennessee
$267K +$16.3K +332 +6%
AAC
1659
Asset Advisors Corp
Georgia
$267K +$32.5K +663 +13%
MMM
1660
Mendel Money Management
Illinois
$264K -$14.7K -300 -5%
PCM
1661
Prelude Capital Management
New York
$264K +$53K +1,082 +24%
TCM
1662
Tradewinds Capital Management
Washington
$261K +$28.9K +591 +12%
KP
1663
Keel Point
Alabama
$260K
FC
1664
FIC Capital
New York
$259K -$1.63M -33,209 -86%
BWA
1665
Burt Wealth Advisors
Maryland
$259K
HS
1666
HighVista Strategies
Massachusetts
$258K -$286K -5,842 -51%
Dodge & Cox
1667
Dodge & Cox
California
$256K
MWM
1668
Mission Wealth Management
California
$255K +$257K +5,241 New
HFS
1669
Haverford Financial Services
Pennsylvania
$254K -$11.5K -235 -4%
AAS
1670
Annex Advisory Services
Wisconsin
$252K -$14K -287 -5%
FIM
1671
Freedom Investment Management
Connecticut
$250K +$32.6K +665 +14%
WG
1672
Winton Group
United Kingdom
$247K -$70.5M -1,440,247 -100%
LIM
1673
Lathrop Investment Management
Arkansas
$246K +$48.3K +987 +23%
CR
1674
Cooperatieve Rabobank
Netherlands
$244K -$49.2K -1,005 -16%
MC
1675
MSF Capital
New York
$243K

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.