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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
CF
1751
Corrigan Financial
Rhode Island
$289K -$12.4K -240 -4%
HT
1752
HighTower Trust
Texas
$289K
CCA
1753
Clearwater Capital Advisors
Illinois
$289K +$266K +5,132 New
MFW
1754
Meristem Family Wealth
Minnesota
$286K -$1.04K -20 -0.4%
AAM
1755
Aureus Asset Management
Massachusetts
$285K -$312K -6,023 -54%
TIP
1756
Torray Investment Partners
Maryland
$285K +$265K +5,102 New
BCM
1757
Boyle Capital Management
Iowa
$284K +$2.59K +50 +1%
FTI
1758
Fiduciary Trust International
Massachusetts
$281K
CB
1759
Cooke & Bieler
Pennsylvania
$279K
NPPM
1760
North Point Portfolio Managers
Ohio
$279K
UMA
1761
USA Mutuals Advisors
Texas
$279K
WAM
1762
Winslow Asset Management
Ohio
$278K +$35.8K +690 +16%
AW
1763
Alpha Windward
Massachusetts
$277K +$16K +308 +7%
HIIFS
1764
Harel Insurance Investments & Financial Services
Israel
$276K +$3.63K +70 +1%
HP
1765
HT Partners
Connecticut
$274K
DDPIC
1766
Deroy & Devereaux Private Investment Counsel
Michigan
$270K -$3.32K -64 -1%
TDC
1767
Thompson Davis & Co
Virginia
$269K -$124K -2,400 -33%
FNBOH
1768
First National Bank of Hutchinson
Kansas
$269K +$254K +4,902 New
CIP
1769
Champlain Investment Partners
Vermont
$268K +$249K +4,800 New
SLA
1770
Silver Lake Advisory
Utah
$266K +$11.2K +215 +5%
FBA
1771
Front Barnett Associates
Illinois
$265K -$10.4K -200 -4%
RMSCM
1772
R.M. Sincerbeaux Capital Management
New York
$265K -$6.9K -133 -3%
RIG
1773
Renaissance Investment Group
Massachusetts
$264K
NHC
1774
Nicholas Hoffman & Company
Georgia
$264K +$246K +4,736 New
LIM
1775
Lathrop Investment Management
Arkansas
$262K +$52 +1 +0%

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.