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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
RS
1801
Robeco Schweiz
Switzerland
$236K
SI
1802
Scout Investments
Missouri
$236K +$219K +4,220 New
GC
1803
Garde Capital
Washington
$235K
PP
1804
Paloma Partners
Connecticut
$231K -$321K -6,193 -60%
VSWA
1805
Vontobel Swiss Wealth Advisors
Switzerland
$230K
NGA
1806
Naples Global Advisors
Florida
$229K +$212K +4,093 New
BCM
1807
Bienville Capital Management
New York
$228K +$212K +4,088 New
CCA
1808
Conestoga Capital Advisors
Pennsylvania
$227K
MKC
1809
M. Kraus & Co
Vermont
$226K
BGIM
1810
Boussard & Gavaudan Investment Management
United Kingdom
$224K +$21.5M +414,671 New
ACM
1811
Armbruster Capital Management
New York
$223K -$18.7K -361 -8%
CCS
1812
Crosspoint Capital Strategies
California
$223K
MFS
1813
McNamara Financial Services
Massachusetts
$223K
CTI
1814
Community Trust & Investment
Kentucky
$222K -$7.42K -143 -3%
ORI
1815
Oak Ridge Investments
Illinois
$222K -$415 -8 -0.2%
SBWIC
1816
Schaper Benz & Wise Investment Counsel
Wisconsin
$222K
EA
1817
Elm Advisors
California
$222K +$206K +3,967 New
CCM
1818
Carderock Capital Management
Maryland
$222K +$206K +3,972 New
JGUA
1819
John G. Ullman & Associates
New York
$220K -$9.91K -191 -5%
PWAG
1820
Polaris Wealth Advisory Group
California
$218K -$11.9M -229,295 -98%
CC
1821
Cedar Capital
Illinois
$217K +$202K +3,889 New
ECAM
1822
East Coast Asset Management
Massachusetts
$216K -$41.7K -803 -17%
CAL
1823
Capital Advisors Ltd
Ohio
$216K -$2.75K -53 -1%
KFS
1824
Kurt F. Somerville
$213K
OLA
1825
Oliver Luxxe Assets
New Jersey
$213K +$622 +12 +0.3%

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.