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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
AIM
1776
Arcadia Investment Management
Michigan
$262K +$23K +443 +10%
LCP
1777
Lombardia Capital Partners
California
$260K
ACM
1778
American Capital Management
New York
$258K -$103K -1,983 -30%
BFM
1779
Boothbay Fund Management
New York
$258K +$240K +4,629 New
AAC
1780
Asset Advisors Corp
Georgia
$257K -$51.9K -1,000 -18%
LYV
1781
Live Your Vision
Pennsylvania
$257K -$29K -560 -11%
TPW
1782
Tiller Private Wealth
Pennsylvania
$256K
APSP
1783
Asset Planning Services (Pennsylvania)
Pennsylvania
$255K +$21.4K +413 +10%
CWM
1784
Cedar Wealth Management
California
$255K +$72.6K +1,400 +44%
RTS
1785
Round Table Services
New Jersey
$254K +$236K +4,558 New
WFG
1786
Windsor Financial Group
Minnesota
$253K -$13K -250 -5%
CS
1787
Cannell & Spears
New York
$250K
DIA
1788
Davidson Investment Advisors
Montana
$250K +$15.5K +298 +7%
AEPG
1789
American Economic Planning Group
New Jersey
$247K -$24.4K -471 -10%
WBG
1790
Wharton Business Group
Pennsylvania
$247K -$20.6K -397 -8%
KA
1791
Klingman & Associates
New York
$245K +$259 +5 +0.1%
GI
1792
Gradient Investments
Minnesota
$244K -$3.78M -72,855 -94%
IP
1793
Isthmus Partners
Wisconsin
$243K
DA
1794
Dillon & Associates
Michigan
$241K
CAS
1795
Cue Advisory Services
Arizona
$240K -$29.4K -566 -12%
NERM
1796
New England Research & Management
Illinois
$239K +$5.19K +100 +2%
EPP
1797
ETF Portfolio Partners
Kansas
$239K +$9.08K +175 +4%
KB
1798
Kimelman & Baird
New York
$239K +$23.1K +445 +12%
VAM
1799
Verity Asset Management
North Carolina
$238K -$31.3K -604 -12%
LFR
1800
Lehman Financial Resources
Pennsylvania
$237K -$57.4K -1,106 -21%

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.