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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
TJHA
1876
Thomas J. Herzfeld Advisors
Florida
$79K +$35.6K +686 +94%
MUS
1877
Mitsubishi UFJ Securities
Japan
$78K
SHJ
1878
Sharkey, Howes & Javer
Colorado
$77K
PRCM
1879
Pine River Capital Management
Minnesota
$75.1K +$7.47M +143,989 +12%
TFO
1880
Tarbox Family Office
California
$68K -$7.78K -150 -11%
WAP
1881
Wealthcare Advisory Partners
Pennsylvania
$68K +$62.8K +1,210 New
HRC
1882
Hoertkorn Richard Charles
$67K
JSAM
1883
J. Safra Asset Management
New York
$61K -$463K -8,927 -89%
MCM
1884
MV Capital Management
Maryland
$60K +$7.16K +138 +15%
WAS
1885
WESPAC Advisors SoCal
California
$58K -$20K -386 -27%
CA
1886
Commerzbank Aktiengesellschaft
Germany
$56.7K -$2.02M -39,001 -4%
CFA
1887
Camarda Financial Advisors
Florida
$54K -$378K -7,295 -88%
NHFG
1888
New Harbor Financial Group
Massachusetts
$50K
DPA
1889
Delphi Private Advisors
California
$48K +$6.69K +129 +18%
CWM
1890
Cranbrook Wealth Management
Michigan
$45K
WCM
1891
Wealthcare Capital Management
Virginia
$44K +$36.3K +700 +886%
HWM
1892
Heartwood Wealth Management
United Kingdom
$42K
TCM
1893
TD Capital Management
Tennessee
$40K
PFO
1894
Pathstone Family Office
New Jersey
$38K +$207 +4 +0.6%
BCFS
1895
Butensky & Cohen Financial Security
Florida
$35K
AP
1896
Atwood & Palmer
Missouri
$34K
FMP
1897
Financial Management Professionals
Texas
$33K +$32.4K +625 New
LBG
1898
Lloyds Banking Group
United Kingdom
$32K
AFIA
1899
America First Investment Advisors
Nebraska
$30K -$32.7K -631 -54%
SIA
1900
SeaBridge Investment Advisors
New Jersey
$28K -$3.89K -75 -13%

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.