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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
MTC
1676
McDaniel Terry & Co
Texas
$404K +$375K +7,232 New
KS
1677
Karpas Strategies
Connecticut
$403K
WCM
1678
Windward Capital Management
California
$399K +$13.6K +263 +4%
GCA
1679
Gideon Capital Advisors
New York
$396K +$368K +7,091 New
DDC
1680
DF Dent & Co
Maryland
$395K -$7.78K -150 -2%
SC
1681
Saybrook Capital
North Carolina
$391K
HHGA
1682
Halbert Hargrove Global Advisors
California
$390K -$9.7K -187 -3%
ACM
1683
Ashford Capital Management
Delaware
$389K
C
1684
CFO4Life
Texas
$388K +$47.3K +911 +15%
MIC
1685
MU Investments Company
Japan
$384K -$254K -4,900 -41%
DAC
1686
Dividend Assets Capital
South Carolina
$383K -$45.6K -879 -11%
IWA
1687
Inspirion Wealth Advisors
Illinois
$381K +$674 +13 +0.2%
SCM
1688
Stellar Capital Management
Arizona
$380K -$22.4K -431 -6%
CPO
1689
Cerity Partners OCIO
New York
$379K +$207 +4 +0.1%
SFS
1690
Summit Financial Strategies
Ohio
$378K +$16.2K +312 +5%
BBNB
1691
Baker Boyer National Bank
Washington
$377K -$11.3K -217 -3%
BWA
1692
Burt Wealth Advisors
Maryland
$375K -$57.1K -1,100 -14%
VWM
1693
Vector Wealth Management
Minnesota
$374K +$13.1K +253 +4%
AT
1694
Acadia Trust
Maine
$369K -$14.1K -271 -4%
GWS
1695
Glassman Wealth Services
Virginia
$368K +$21.8K +420 +7%
PCMK
1696
Paragon Capital Management (Kansas)
Kansas
$367K -$6.38K -123 -2%
BHC
1697
Bowen Hanes & Co
Florida
$366K -$62.2K -1,200 -15%
DK
1698
Darrell & King
Virginia
$363K -$30.7K -591 -8%
GCP
1699
GSA Capital Partners
United Kingdom
$363K +$337K +6,497 New
LIA
1700
LBMC Investment Advisors
Tennessee
$358K +$29.7K +572 +10%

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.