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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
LM
1801
Lincluden Management
Ontario, Canada
$9.2K -$836K -17,070 -8%
IF
1802
Ironwood Financial
Arizona
$9K -$9.79K -200 -50%
BCMIO
1803
Beacon Capital Management Inc (Ohio)
Ohio
$9K
JAM
1804
Jolley Asset Management
North Carolina
$9K
DA
1805
Dunvegan Associates
California
$7K
AT
1806
Arden Trust
Delaware
$6.96K +$165K +3,374 +2%
KIG
1807
Kessler Investment Group
Indiana
$5K -$490 -10 -8%
FMP
1808
Financial Management Professionals
Texas
$5K +$49 +1 +0.9%
IFA
1809
Interactive Financial Advisors
Illinois
$5K +$4.89K +100 New
PRS
1810
Pinkerton Retirement Specialists
Idaho
$5K +$4.94K +101 New
Fiera Capital (Canada)
1811
Fiera Capital (Canada)
Quebec, Canada
$4.03K -$209K -4,270 -5%
KCM
1812
Karp Capital Management
California
$4K
EWM
1813
Edge Wealth Management
New York
$3K +$2.94K +60 +545%
1GA
1814
1st Global Advisors
Texas
$2.35K +$1.72M +35,088 +229%
AH
1815
Achievement Holdings
Illinois
$1.63K +$1.71M +34,900 New
GP
1816
GLG Partners
United Kingdom
$1K +$636 +13 New
FHC
1817
First Heartland Consultants
Missouri
$683 +$28.1K +574 +4%
WBG
1818
Wharton Business Group
Pennsylvania
$434 -$528K -10,790 -54%
SCP
1819
Syntal Capital Partners
Texas
$55 +$636 +13 +1%
SCM
1820
Sirios Capital Management
Massachusetts
-$68.7M -1,412,768 Closed
LPU
1821
Lansdowne Partners (UK)
United Kingdom
-$12.1M -249,152 Closed
CIA
1822
CSat Investment Advisory
Michigan
-$8.12M -166,985 Closed
ARTA
1823
A.R.T. Advisors
New York
-$7.34M -150,991 Closed
GIM
1824
Gyrus Investment Management
Ontario, Canada
-$6.56M -134,929 Closed
LCP
1825
Lombardia Capital Partners
California
-$5.82M -119,700 Closed

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.