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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
FC
1851
FCA Corp
Texas
-$334K -6,874 Closed
FAT
1852
First American Trust
California
-$326K -6,703 Closed
QC
1853
QCM Cayman
Texas
-$323K -6,643 Closed
RMSCM
1854
R.M. Sincerbeaux Capital Management
New York
-$299K -6,150 Closed
TC
1855
Telemus Capital
Michigan
-$289K -5,946 Closed
PCM
1856
Pointe Capital Management
Michigan
-$280K -5,752 Closed
KAH
1857
Kathryn A. Hall
-$272K -5,600 Closed
WAM
1858
Winslow Asset Management
Ohio
-$236K -4,844 Closed
FNBOH
1859
First National Bank of Hutchinson
Kansas
-$230K -4,731 Closed
AIM
1860
Allen Investment Management
New York
-$213K -4,376 Closed
SCM
1861
Stellar Capital Management
Arizona
-$211K -4,329 Closed
SI
1862
Scout Investments
Missouri
-$210K -4,321 Closed
CISOA
1863
Capital Investment Services of America
Wisconsin
-$207K -4,252 Closed
CS
1864
Cannell & Spears
New York
-$206K -4,243 Closed
SHWM
1865
Smith & Howard Wealth Management
Georgia
-$205K -4,219 Closed
OWP
1866
Obermeyer Wealth Partners
Colorado
-$204K -4,203 Closed
MCM
1867
Marathon Capital Management
Maryland
-$204K -4,200 Closed
SGS
1868
Sterling Global Strategies
California
-$203K -4,163 Closed
SC
1869
Saiers Capital
New York
-$176K -3,600 Closed
TAM
1870
Third Avenue Management
New York
-$68K -1,395 Closed
BCI
1871
Brinker Capital Investments
Pennsylvania
-$50K -1,036 Closed
NMIS
1872
Northwestern Mutual Investment Services
Wisconsin
-$10K -200 Closed
CIM
1873
Contravisory Investment Management
Massachusetts
-$8K -171 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.