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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
PFG
1751
Piershale Financial Group
Illinois
$97K
TIM
1752
Tortoise Investment Management
New York
$97K
BL
1753
Balentine LLC
Georgia
$92K -$1.71K -35 -2%
SMG
1754
Spectrum Management Group
Indiana
$92K +$60.9K +1,245 +172%
RCG
1755
Ruggie Capital Group
Florida
$88K +$36K +736 +63%
AFIA
1756
America First Investment Advisors
Nebraska
$86K -$97.9K -2,000 -52%
DMK
1757
David M. Knott
$77.5K
HCM
1758
Highlander Capital Management
New Jersey
$72K -$69.3K -1,416 -48%
SC
1759
Saturna Capital
Washington
$72K
FNYS
1760
First New York Securities
New York
$69.9K +$73.4K +1,500 New
AWM
1761
Avior Wealth Management
Nebraska
$68K -$5.14K -105 -7%
HRC
1762
Hoertkorn Richard Charles
$68K
MUS
1763
Mitsubishi UFJ Securities
Japan
$65K
SHJ
1764
Sharkey, Howes & Javer
Colorado
$64K -$41.3K -844 -38%
NHFG
1765
New Harbor Financial Group
Massachusetts
$62K +$19.6K +400 +42%
MCM
1766
MV Capital Management
Maryland
$61K -$9.35K -191 -13%
N
1767
Nuveen
North Carolina
$60.3K -$9.43M -192,628 -13%
TCM
1768
TD Capital Management
Tennessee
$57K +$50K +1,021 +524%
EMA
1769
Efficient Market Advisors
California
$56K
VIMU
1770
Veritas Investment Management (UK)
United Kingdom
$53K
TFO
1771
Tarbox Family Office
California
$51K
OCM
1772
Orrell Capital Management
California
$47K
TRCT
1773
Tower Research Capital (TRC)
New York
$44K -$163K -3,335 -78%
SFPIA
1774
Stevens First Principles Investment Advisors
California
$44K -$52.3K -1,069 -53%
RIM
1775
Ranger International Management
Illinois
$41K

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.