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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
LWM
1776
Lenox Wealth Management
Ohio
$40K +$538 +11 +1%
CWM
1777
Cranbrook Wealth Management
Michigan
$37K
CFA
1778
Camarda Financial Advisors
Florida
$31K
MAS
1779
Madden Advisory Services
Florida
$30K +$31.7K +647 New
RPG
1780
Risk Paradigm Group
Texas
$29.1K
PO
1781
Private Ocean
California
$29K -$3.67K -75 -11%
BCFS
1782
Butensky & Cohen Financial Security
Florida
$29K
TWMP
1783
Taylor Wealth Management Partners
Massachusetts
$28K -$22.3K -456 -43%
SIA
1784
SeaBridge Investment Advisors
New Jersey
$28K
AssetMark Inc
1785
AssetMark Inc
California
$28K +$29.2K +597 New
LOT
1786
Lombard Odier Transatlantic
Quebec, Canada
$24K -$122K -2,500 -83%
IRS
1787
Invictus RG (Singapore)
Singapore
$23K +$24K +490 New
ACM
1788
Aviance Capital Management
Florida
$22K -$30M -613,053 -89%
DRS
1789
Deane Retirement Strategies
Louisiana
$22K -$5.21M -106,345 -60%
HW
1790
Hancock Whitney
Mississippi
$21K
First Eagle Investment Management
1791
First Eagle Investment Management
New York
$20K
OAJ
1792
Ogorek Anthony Joseph
New York
$19K +$20K +409 New
SAC
1793
Smith Affiliated Capital
New York
$18.6K
FNBOO
1794
First National Bank of Omaha
Nebraska
$18K
WA
1795
WealthTrust-Arizona
Arizona
$18K
UB
1796
UMB Bank
Missouri
$16.2K -$128K -2,617 -0.7%
RI
1797
Redwood Investments
Massachusetts
$14K
TJHA
1798
Thomas J. Herzfeld Advisors
Florida
$13K
LWA
1799
Lenox Wealth Advisors
New York
$12K -$41.8K -853 -77%
CFS
1800
Commonwealth Financial Services
West Virginia
$11K

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.