We are live on ! Find out more

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
UFA
1701
US Financial Advisors
Massachusetts
$221K -$34.8K -710 -13%
GAM
1702
Gemmer Asset Management
California
$220K -$110K -2,256 -32%
EDRS
1703
Edmond de Rothschild (Suisse)
Switzerland
$220K +$231K +4,729 New
BRWM
1704
B. Riley Wealth Management
Tennessee
$218K -$1.13K -23 -0.5%
BCA
1705
Benchmark Capital Advisors
New York
$218K +$490 +10 +0.2%
KA
1706
Klingman & Associates
New York
$214K
NCMG
1707
NCM Capital Management Group
North Carolina
$214K
NGA
1708
Naples Global Advisors
Florida
$209K -$38.9K -795 -15%
DDC
1709
DF Dent & Co
Maryland
$209K +$7.1K +145 +3%
AF
1710
Affiance Financial
Minnesota
$209K +$220K +4,490 New
RIG
1711
Renaissance Investment Group
Massachusetts
$206K -$10.5K -215 -5%
LFR
1712
Lehman Financial Resources
Pennsylvania
$206K +$49 +1 +0%
CP
1713
Camelot Portfolios
Ohio
$206K +$216K +4,420 New
CG
1714
Caprock Group
Idaho
$206K +$217K +4,426 New
WCM
1715
Wealthcare Capital Management
Virginia
$205K -$547K -11,171 -72%
BCM
1716
Beck Capital Management
Texas
$205K +$215K +4,390 New
LOCC
1717
Lombard Odier & Cie (Canada)
Quebec, Canada
$204K
TC
1718
TradeLink Capital
Illinois
$203K +$214K +4,363 New
IP
1719
Isthmus Partners
Wisconsin
$203K -$74.7K -1,527 -26%
SS
1720
Simplicity Solutions
Minnesota
$203K +$213K +4,356 New
WCM
1721
Windward Capital Management
California
$202K -$58.2K -1,189 -22%
BMC
1722
Benin Management Corp
Connecticut
$200K
KFS
1723
Kurt F. Somerville
$196K -$51.3K -1,048 -20%
OC
1724
Oakworth Capital
Alabama
$189K -$13.5K -275 -6%
AIM
1725
Arcadia Investment Management
Michigan
$188K +$198K +4,043 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.