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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
LOT
1901
Lombard Odier Transatlantic
Quebec, Canada
$27K
PO
1902
Private Ocean
California
$26K
First Eagle Investment Management
1903
First Eagle Investment Management
New York
$24K
HCM
1904
Herndon Capital Management
Georgia
$21K +$19.5K +375 New
AOWM
1905
Alpha Omega Wealth Management
Virginia
$20K
RI
1906
Redwood Investments
Massachusetts
$17K
WA
1907
WealthTrust-Arizona
Arizona
$17K
TCCM
1908
Timber Creek Capital Management
Massachusetts
$16K
AT
1909
Arden Trust
Delaware
$12.7K -$200K -3,856 -2%
IF
1910
Ironwood Financial
Arizona
$11K
AIM
1911
Acrospire Investment Management
Illinois
$10K -$239K -4,600 -96%
HWP
1912
Hefty Wealth Partners
Indiana
$10K
VIMU
1913
Veritas Investment Management (UK)
United Kingdom
$8K
IFA
1914
Interactive Financial Advisors
Illinois
$6K
YL
1915
YCG LLC
Texas
$4K
FHC
1916
First Heartland Consultants
Missouri
$3.17K -$109K -2,107 -4%
DSN
1917
D. Scott Neal
Kentucky
$2K
DSI
1918
Daiwa SB Investments
Japan
$1K -$8.57M -165,190 -100%
EWM
1919
Edge Wealth Management
New York
$1K
CI Investments Inc
1920
CI Investments Inc
Ontario, Canada
-$70.7M -1,306,600 Closed
Janney Montgomery Scott
1921
Janney Montgomery Scott
Pennsylvania
-$44.6M -824,052 Closed
NAM
1922
NorthCoast Asset Management
Connecticut
-$40M -739,071 Closed
NLGIA
1923
Nippon Life Global Investors Americas
New York
-$23.2M -429,856 Closed
DFO
1924
Duquesne Family Office
New York
-$21.6M -400,000 Closed
FHAM
1925
Folger Hill Asset Management
New York
-$20.1M -372,500 Closed

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.