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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
FA
1826
Financial Advantage
Maryland
$211K -$1.5K -29 -0.8%
RIM
1827
Reliant Investment Management
Tennessee
$211K
DOA
1828
D'Orazio & Associates
Virginia
$208K -$2.44K -47 -1%
KKAMG
1829
Kernodle & Katon Asset Management Group
Arkansas
$208K -$1.45K -28 -0.7%
AC
1830
Addison Capital
Pennsylvania
$208K
JFA
1831
JNBA Financial Advisors
Minnesota
$208K
FPCP
1832
Fort Point Capital Partners
California
$208K +$193K +3,727 New
Arrowstreet Capital
1833
Arrowstreet Capital
Massachusetts
$207K -$413M -7,959,737 -100%
QAM
1834
Quantres Asset Management
Cayman Islands
$207K +$192K +3,700 New
MCM
1835
Marathon Capital Management
Maryland
$206K +$191K +3,683 New
SGS
1836
Sterling Global Strategies
California
$205K -$76.6K -1,477 -29%
RWG
1837
Regal Wealth Group
California
$205K +$5.6K +108 +3%
PS
1838
Portfolio Solutions
Michigan
$205K +$190K +3,671 New
MIM
1839
Montgomery Investment Management
Maryland
$204K +$189K +3,650 New
TFF
1840
The Family Firm
Maryland
$203K +$188K +3,628 New
GAM
1841
Gould Asset Management
California
$203K +$188K +3,629 New
CP
1842
Camelot Portfolios
Ohio
$203K +$189K +3,635 New
IA
1843
Independence Advisors
Pennsylvania
$203K +$189K +3,637 New
FAM
1844
Fenimore Asset Management
New York
$202K +$188K +3,618 New
CCP
1845
Clarkston Capital Partners
Michigan
$200K -$2M -38,524 -91%
BBPWM
1846
Blue Bell Private Wealth Management
Pennsylvania
$200K -$60.2K -1,160 -25%
AIM
1847
Acropolis Investment Management
Missouri
$199K
IR
1848
Invictus RG
Bermuda
$197K -$90.9K -1,752 -33%
IC
1849
IKOS CIF
Cyprus
$194K +$192K +3,700 New
FNBSF
1850
First National Bank Sioux Falls
South Dakota
$190K +$14.1K +272 +9%

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.