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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
Thrivent Financial for Lutherans
176
Thrivent Financial for Lutherans
Minnesota
$83M +$2.56M +49,392 +3%
FQ
177
First Quadrant
California
$82.9M -$1.55M -29,900 -2%
AG
178
Aperio Group
California
$82M +$8.35M +160,923 +12%
JAM
179
Jupiter Asset Management
United Kingdom
$80.7M -$24.9M -480,965 -25%
SAM
180
Silvercrest Asset Management
New York
$79M -$490K -9,439 -0.7%
JMPWA
181
JP Morgan Private Wealth Advisors
California
$77.5M -$41.9M -807,562 -37%
Fifth Third Bancorp
182
Fifth Third Bancorp
Ohio
$77.5M -$737K -14,211 -1%
Royal London Asset Management
183
Royal London Asset Management
United Kingdom
$76.6M -$2.72B -52,493,749 -97%
M&T Bank
184
M&T Bank
New York
$76.2M -$3.36M -64,710 -5%
VRS
185
Virginia Retirement Systems
Virginia
$75.3M +$69.9M +1,348,300 New
BNP Paribas Asset Management
186
BNP Paribas Asset Management
France
$75M -$13.8M -265,682 -17%
SIA
187
Sit Investment Associates
Minnesota
$74.4M -$52.3M -1,007,841 -43%
TPSF
188
Texas Permanent School Fund
Texas
$73.8M -$4.25M -81,907 -6%
RCAMU
189
Rothschild & Co Asset Management US
Connecticut
$73.8M +$5.48M +105,631 +9%
Comerica Bank
190
Comerica Bank
Texas
$73.4M -$223K -4,295 -0.3%
ACM
191
Aviance Capital Management
Florida
$73.4M +$6M +115,654 +10%
FMI
192
Factory Mutual Insurance
Massachusetts
$73M
TAM
193
Troy Asset Management
United Kingdom
$72.1M +$259K +5,000 +0.4%
CC
194
Carlson Capital
Texas
$69.1M +$20.6M +397,501 +47%
Nisa Investment Advisors
195
Nisa Investment Advisors
Missouri
$69.1M +$7.17M +138,238 +13%
GIBU
196
Gulf International Bank (UK)
United Kingdom
$68.7M +$405K +7,800 +0.6%
NLI
197
Nippon Life Insurance
Japan
$68.1M +$212K +4,089 +0.3%
AAM
198
Advisors Asset Management
Colorado
$67.7M +$3M +57,853 +5%
ERSOT
199
Employees Retirement System of Texas
Texas
$67.6M +$4.46M +86,000 +8%
Victory Capital Management
200
Victory Capital Management
Texas
$67M -$13.1M -253,472 -17%

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.