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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
SFG
1651
SNS Financial Group
Minnesota
$435K -$44.5K -858 -10%
HCM
1652
Harvest Capital Management
New Hampshire
$435K
HCMNY
1653
Howard Capital Management (New York)
New York
$433K +$10.6K +204 +3%
IF
1654
IRON Financial
Illinois
$431K +$415 +8 +0.1%
PSC
1655
Prentiss Smith & Co
Vermont
$429K -$9.75M -188,045 -96%
DMC
1656
Drexel Morgan & Co
Pennsylvania
$429K
KCM
1657
Karp Capital Management
California
$429K +$4.3K +83 +1%
PAS
1658
Park Avenue Securities
New York
$428K -$64.1K -1,236 -14%
SAM
1659
Summit Asset Management
Tennessee
$428K +$1.81K +35 +0.5%
EAM
1660
Evanson Asset Management
California
$426K -$56.2K -1,083 -12%
LI
1661
Lafayette Investments
Maryland
$425K
RP
1662
Rowlandmiller & Partners
Georgia
$425K
NCM
1663
Noesis Capital Mangement
Florida
$420K +$10.5K +203 +3%
WA
1664
Winfield Associates
Ohio
$420K +$25.9K +500 +7%
BC
1665
Brookfield Corp
Ontario, Canada
$419K
FAM
1666
Formidable Asset Management
Ohio
$419K +$57.3K +1,105 +17%
CCM
1667
Canal Capital Management
Virginia
$416K +$124K +2,398 +48%
BFG
1668
Bouchey Financial Group
New York
$414K +$77.9K +1,502 +25%
TCM
1669
Tran Capital Management
California
$413K -$321K -6,188 -46%
DE
1670
Day & Ennis
Georgia
$412K +$8.56K +165 +2%
NA
1671
Nottingham Advisors
New York
$411K +$50K +964 +15%
AIA
1672
AIMZ Investment Advisors
California
$410K -$391K -7,545 -51%
SHGA
1673
Sand Hill Global Advisors
California
$410K -$70.3K -1,355 -16%
WIA
1674
Westbourne Investment Advisors
Maryland
$405K +$22K +425 +6%
MLIC
1675
Mandatum Life Insurance Company
Finland
$404K +$84.4K +1,627 +29%

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.