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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
AI
1701
Accredited Investors
Minnesota
$356K +$261K +5,037 +104%
WCM
1702
Weatherstone Capital Management
Colorado
$354K +$5.86K +113 +2%
AMM
1703
American Money Management
California
$353K -$1.87K -36 -0.6%
BFA
1704
Beaumont Financial Advisors
Massachusetts
$350K -$9.26M -178,609 -97%
LA
1705
Lucus Advisors
New York
$348K -$177K -3,418 -35%
KF
1706
Krilogy Financial
Missouri
$348K +$109K +2,096 +51%
CPIG
1707
Chicago Partners Investment Group
Illinois
$347K +$63.4K +1,222 +25%
MCM
1708
Moore Capital Management
New York
$347K +$322K +6,211 New
MHIC
1709
Marble Harbor Investment Counsel
Massachusetts
$346K -$10.8K -209 -3%
KFA
1710
Kelleher Financial Advisors
New York
$345K -$61.3K -1,182 -16%
BMC
1711
Benin Management Corp
Connecticut
$345K
MC
1712
Miles Capital
Iowa
$344K -$612K -11,796 -66%
NYLT
1713
New York Life Trust
New York
$344K -$42.3K -815 -12%
SIM
1714
Sadoff Investment Management
Wisconsin
$343K -$37.4K -722 -11%
BRA
1715
Bender Robert & Associates
California
$342K -$6.22K -120 -2%
OAM
1716
Oberweis Asset Management
Illinois
$342K +$519 +10 +0.2%
LIM
1717
Loudon Investment Management
New Hampshire
$340K -$379K -7,300 -55%
WA
1718
Waverly Advisors
Alabama
$340K +$1.5K +29 +0.5%
DWM
1719
Dakota Wealth Management
Florida
$339K
HF
1720
HRT Financial
New York
$339K +$315K +6,076 New
NFC
1721
Northeast Financial Consultants
Connecticut
$338K
ED
1722
Exane Derivatives
France
$338K -$13.7M -263,858 -98%
PPCM
1723
Pillar Pacific Capital Management
California
$335K -$206K -3,964 -40%
MSU
1724
Mizuho Securities USA
New York
$334K +$310K +5,985 New
CAAS
1725
Capital Asset Advisory Services
Michigan
$331K

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.