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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
LJHT
1851
Laurie J. Hall Trustee
$185K -$147K -2,827 -46%
BCM
1852
Blume Capital Management
California
$185K -$6.79K -131 -4%
CMBA
1853
C.M. Bidwell & Associates
Hawaii
$172K -$5.45K -105 -3%
IWC
1854
Integrated Wealth Counsel
California
$170K
PCMM
1855
Private Capital Management (Minnesota)
Minnesota
$168K -$130K -2,500 -45%
PAM
1856
PT Asset Management
Illinois
$168K +$156K +3,000 New
WAM
1857
Wolverine Asset Management
Illinois
$160K -$4.62M -89,043 -97%
FPTW
1858
Franklin, Parlapiano, Turner & Welch
Texas
$154K +$141K +2,725 +8,258%
NCMG
1859
NCM Capital Management Group
North Carolina
$149K -$5.19K -100 -4%
EDRS
1860
Edmond de Rothschild (Suisse)
Switzerland
$148K -$13.7K -264 -9%
RCG
1861
Ruggie Capital Group
Florida
$147K +$415 +8 +0.3%
AWMS
1862
Advocacy Wealth Management Services
Georgia
$140K -$33.9K -653 -21%
LWA
1863
Lowe Wealth Advisors
Maryland
$132K +$986 +19 +0.8%
CG
1864
Cutler Group
California
$128K -$239K -4,608 -67%
TC
1865
Trust Company
Kansas
$127K -$13K -250 -10%
TWMP
1866
Taylor Wealth Management Partners
Massachusetts
$127K +$15.6K +300 +15%
SIG
1867
Stanford Investment Group
California
$108K +$52 +1 +0.1%
LWM
1868
Lenox Wealth Management
Ohio
$106K -$9.34K -180 -9%
HCM
1869
Highlander Capital Management
New Jersey
$92K
TIM
1870
Tortoise Investment Management
New York
$89K
DMK
1871
David M. Knott
$88.4K
KLI
1872
Kelman-Lazarov Inc
Tennessee
$88.4K
PFG
1873
Piershale Financial Group
Illinois
$85K -$12.2K -236 -13%
BL
1874
Balentine LLC
Georgia
$85K -$4.98K -96 -6%
JAM
1875
Jolley Asset Management
North Carolina
$85K +$32.4K +625 +69%

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.