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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
BBPWM
1726
Blue Bell Private Wealth Management
Pennsylvania
$185K -$28.6K -584 -13%
IPC
1727
Independent Portfolio Consultants
Florida
$184K +$40.8K +834 +27%
WA
1728
Waverly Advisors
Alabama
$177K -$11K -224 -6%
LWA
1729
Lowe Wealth Advisors
Maryland
$176K +$4.65K +95 +3%
JFA
1730
JNBA Financial Advisors
Minnesota
$175K +$1.32K +27 +0.7%
AIM
1731
Acropolis Investment Management
Missouri
$166K -$22.9K -467 -12%
IC
1732
IKOS CIF
Cyprus
$165K +$206K +4,200 New
FA
1733
Financial Advantage
Maryland
$164K
SIG
1734
Stanford Investment Group
California
$151K +$49 +1 +0%
TC
1735
Trust Company
Kansas
$149K +$93K +1,900 +147%
FNBSF
1736
First National Bank Sioux Falls
South Dakota
$146K -$4.89K -100 -3%
IWC
1737
Integrated Wealth Counsel
California
$142K
TDC
1738
Thompson Davis & Co
Virginia
$139K +$7.34K +150 +5%
APSP
1739
Asset Planning Services (Pennsylvania)
Pennsylvania
$137K +$144K +2,933 New
DOA
1740
D'Orazio & Associates
Virginia
$133K
IMS
1741
Index Management Solutions
Pennsylvania
$124K +$2.99K +61 +2%
GWS
1742
Glassman Wealth Services
Virginia
$123K +$930 +19 +0.7%
BCB
1743
Brian C. Broderick
$121K -$47.3K -966 -27%
PVH
1744
Psagot Value Holdings
Israel
$120K -$7.25K -148 -5%
DIA
1745
Davidson Investment Advisors
Montana
$116K -$206K -4,200 -62%
PCTC
1746
Perkins Coie Trust Company
Washington
$113K +$4.21K +86 +4%
AP
1747
Atwood & Palmer
Missouri
$104K -$1.96K -40 -2%
SEIA
1748
Signature Estate & Investment Advisors
California
$104K +$109K +2,230 New
WA
1749
Winfield Associates
Ohio
$103K -$9.79K -200 -8%
HA
1750
Harfst & Associates
Wyoming
$99K +$105K +2,138 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.