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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
GC
151
Guggenheim Capital
Illinois
$97M -$14.3M -291,128 -12%
Janus Henderson Group
152
Janus Henderson Group
United Kingdom
$96.8M +$8.51M +173,944 +9%
RFC
153
Regions Financial Corp
Alabama
$95.5M +$225K +4,597 +0.2%
DekaBank Deutsche Girozentrale
154
DekaBank Deutsche Girozentrale
Germany
$94.2M +$220K +4,496 +0.2%
WHG
155
Westwood Holdings Group
Texas
$93.4M +$8.38M +171,203 +9%
Loomis, Sayles & Company
156
Loomis, Sayles & Company
Massachusetts
$91.7M -$2.94M -60,129 -3%
Commonwealth Equity Services
157
Commonwealth Equity Services
Massachusetts
$90.4M +$3.69M +75,472 +4%
SAM
158
Sawgrass Asset Management
Florida
$88.5M +$8.82M +180,191 +10%
First Trust Advisors
159
First Trust Advisors
Illinois
$88.4M -$26.2M -535,186 -22%
Axa
160
Axa
France
$87.9M -$319K -6,515 -0.3%
Korea Investment Corp
161
Korea Investment Corp
South Korea
$86.8M -$5.1M -104,100 -5%
WHRC
162
W.H. Reaves & Co
New Jersey
$86.5M -$2.83M -57,880 -3%
SIA
163
Sit Investment Associates
Minnesota
$85.3M -$8.32M -169,970 -8%
Public Employees Retirement Association of Colorado
164
Public Employees Retirement Association of Colorado
Colorado
$85M -$1.46M -29,917 -2%
State of New Jersey Common Pension Fund D
165
State of New Jersey Common Pension Fund D
New Jersey
$85M -$53.8M -1,100,000 -38%
Caisse de Depot et Placement du Quebec (CDPQ)
166
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$83.5M -$2.1M -42,800 -2%
Citadel Advisors
167
Citadel Advisors
Florida
$81.9M +$86M +1,756,487 New
TBC
168
Tweedy, Browne Co
Connecticut
$81.9M +$20.3M +415,236 +31%
CCMH
169
Cornerstone Capital Management Holdings
New York
$80.4M +$1.6M +32,747 +2%
JMPWA
170
JP Morgan Private Wealth Advisors
California
$78M -$18M -368,140 -18%
TSU
171
TD Securities (USA)
New York
$77M +$7.78M +158,988 +11%
PIA
172
Piedmont Investment Advisors
North Carolina
$76.8M +$74.4M +1,519,048 +1,175%
AAMU
173
Amundi Asset Management US
Massachusetts
$76.4M -$33.5M -684,482 -29%
National Pension Service
174
National Pension Service
South Korea
$76M +$11.2M +228,473 +16%
ORIO
175
Old Republic International (ORI)
Illinois
$75.1M

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.