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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
DDPIC
1676
Deroy & Devereaux Private Investment Counsel
Michigan
$242K -$22K -450 -8%
PGA
1677
Portland Global Advisors
Maine
$242K
UBV
1678
United Bank (Virginia)
Virginia
$241K +$45.1K +922 +22%
BRM
1679
Boston Research & Management
Massachusetts
$240K
GIP
1680
Greatmark Investment Partners
Georgia
$240K +$26.2K +535 +12%
AT
1681
Acadia Trust
Maine
$239K +$6.07K +124 +2%
FI
1682
FormulaFolio Investments
Michigan
$236K +$248K +5,068 New
CCM
1683
Canal Capital Management
Virginia
$235K
FAM
1684
Formidable Asset Management
Ohio
$235K
FTI
1685
Fiduciary Trust International
Massachusetts
$234K -$95.1K -1,942 -28%
CB
1686
Cooke & Bieler
Pennsylvania
$233K
NPPM
1687
North Point Portfolio Managers
Ohio
$233K
WPW
1688
Waldron Private Wealth
Pennsylvania
$230K -$32.6K -666 -12%
HP
1689
HT Partners
Connecticut
$230K -$16.1K -328 -6%
CBOR
1690
Community Bank of Raymore
Missouri
$230K
BC
1691
Banced Corp
Illinois
$228K -$49 -1 -0%
WFG
1692
Windsor Financial Group
Minnesota
$228K +$4.06K +83 +2%
LIA
1693
LBMC Investment Advisors
Tennessee
$227K +$2.35K +48 +1%
HCC
1694
Hirtle Callaghan & Co
Pennsylvania
$227K +$238K +4,872 New
MFW
1695
Meristem Family Wealth
Minnesota
$226K
CAL
1696
Capital Advisors Ltd
Ohio
$225K +$22.5K +460 +11%
SLA
1697
Silver Lake Advisory
Utah
$224K +$235K +4,801 New
WCA
1698
Westover Capital Advisors
Delaware
$222K -$22.5K -460 -9%
DFIM
1699
Detwiler Fenton Investment Management
Massachusetts
$222K +$233K +4,768 New
TCM
1700
Traynor Capital Management
Pennsylvania
$222K +$233K +4,769 New

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.