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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
PAM
1951
PartnerRe Asset Management
Connecticut
-$1.49M -27,538 Closed
PAM
1952
PVG Asset Management
Colorado
-$1.42M -26,171 Closed
DCM
1953
Donaldson Capital Management
Indiana
-$1.28M -23,747 Closed
Tudor Investment Corp
1954
Tudor Investment Corp
Connecticut
-$933K -17,987 Closed
SC
1955
Searle & Co
Connecticut
-$657K -12,158 Closed
ARTA
1956
A.R.T. Advisors
New York
-$643K -11,906 Closed
JT
1957
Jump Trading
Illinois
-$414K -7,973 Closed
PC
1958
Pecaut & Co
Iowa
-$416K -7,700 Closed
Ninety One (UK)
1959
Ninety One (UK)
United Kingdom
-$352K -6,517 Closed
OMC
1960
Overbrook Management Corp
New York
-$309K -5,711 Closed
ST
1961
Sentinel Trust
Texas
-$306K -5,650 Closed
AWE
1962
Avidian Wealth Enterprises
Texas
-$243K -4,485 Closed
SLT
1963
St Louis Trust
Missouri
-$240K -4,452 Closed
TC
1964
TradeLink Capital
Illinois
-$231K -4,263 Closed
PRHC
1965
P.R. Herzig & Co
New York
-$224K -4,134 Closed
QC
1966
Quadrature Capital
United Kingdom
-$223K -4,121 Closed
RCG
1967
Ruane, Cunniff & Goldfarb
New York
-$223K -4,121 Closed
TCB
1968
Texas Capital Bancshares
Texas
-$223K -4,117 Closed
Capstone Investment Advisors
1969
Capstone Investment Advisors
New York
-$210K -3,900 Closed
UFA
1970
US Financial Advisors
Massachusetts
-$86K -1,584 Closed
MFT
1971
Moisand Fitzgerald Tamayo
Florida
-$71K -1,316 Closed
SMG
1972
Spectrum Management Group
Indiana
-$62K -1,150 Closed
3C
1973
361 Capital
Colorado
-$55K -1,022 Closed
EDRAML
1974
Edmond de Rothschild Asset Management (Luxembourg)
Luxembourg
-$39K -713 Closed
PHK
1975
Point72 Hong Kong
Hong Kong
-$32K -600 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.