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1,817 hedge funds and large institutions have $120B invested in Verizon in 2015 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 797 increasing their positions, 743 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more call options, than puts

Call options by funds: $2.65B | Put options by funds: $1.36B

75% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 55

1% more funds holding

Funds holding: 1,7931,817 (+24)

7% more repeat investments, than reductions

Existing positions increased: 797 | Existing positions reduced: 743

0.6% more ownership

Funds ownership: 62.78%63.38% (+0.6%)

6% less capital invested

Capital invested by funds: $127B → $120B (-$7.07B)

10% less funds holding in top 10

Funds holding in top 10: 166150 (-16)

Holders
1,817
Holders Change
+24
Holders Change %
+1.34%
% of All Funds
48.94%
Holding in Top 10
150
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-9.64%
% of All Funds
4.04%
New
96
Increased
797
Reduced
743
Closed
55
Calls
$2.65B
Puts
$1.36B
Net Calls
+$1.29B
Net Calls Change
+$1.61B
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
201
Advisors Asset Management
Colorado
$58.2M -$4.98M -101,772 -8%
NLI
202
Nippon Life Insurance
Japan
$57.9M -$926K -18,925 -2%
Jacobs Levy Equity Management
203
Jacobs Levy Equity Management
New Jersey
$57.9M +$32.3M +659,320 +113%
GIBU
204
Gulf International Bank (UK)
United Kingdom
$56.1M +$174K +3,548 +0.3%
CCM
205
Check Capital Management
California
$54.4M +$144K +2,933 +0.3%
MHI
206
Miller Howard Investments
New York
$53.9M +$8.35M +170,512 +17%
CAM
207
ClariVest Asset Management
California
$53.8M -$14M -286,895 -20%
SCP
208
Seizert Capital Partners
Michigan
$53.5M -$4.33M -88,500 -7%
SAM
209
Sentinel Asset Management
Vermont
$53.3M +$171K +3,500 +0.3%
ERSOT
210
Employees Retirement System of Texas
Texas
$53.1M
PWLP
211
Prio Wealth Limited Partnership
Massachusetts
$52.8M -$1.95M -39,912 -3%
MAM
212
Martingale Asset Management
Massachusetts
$52.3M +$3.14M +64,177 +6%
Nisa Investment Advisors
213
Nisa Investment Advisors
Missouri
$51.3M -$1.49M -30,471 -3%
Envestnet Asset Management
214
Envestnet Asset Management
Illinois
$50.3M +$3.99M +81,582 +8%
Lazard Asset Management
215
Lazard Asset Management
New York
$49.1M -$2.43M -49,595 -4%
HI
216
Honeywell International
North Carolina
$48.9M +$29.4M +600,000 +133%
HIMCH
217
Hartford Investment Management Co (HIMCO)
Connecticut
$48.5M -$1.68M -34,299 -3%
SG Americas Securities
218
SG Americas Securities
New York
$47.9M -$89.6M -1,830,023 -64%
LCS
219
Levin Capital Strategies
New York
$47.3M +$4.33M +88,381 +10%
TAM
220
Tiverton Asset Management
Delaware
$46.6M
IRF
221
IBM Retirement Fund
New York
$46.5M -$1.09M -22,206 -2%
AG
222
Aperio Group
California
$45.6M +$5.36M +109,475 +13%
JIM
223
Jupiter Investment Management
United Kingdom
$44.1M +$41.5M +847,944 +870%
RCAMU
224
Rothschild & Co Asset Management US
Connecticut
$43.8M -$8.52K -174 -0%
CEP
225
Chicago Equity Partners
Illinois
$43.8M +$33.6M +685,870 +271%

VZ Hedge Fund Activity: Q2 2015 in Review

1,817 of the 3,713 institutional investors tracked by Wall St. Rank reported a position in Verizon (VZ) for Q2 2015, worth a combined $120B — down 5.6% from $127B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new VZ positions and 55 closed out — a net gain of 41 holders — while 797 added to existing stakes and 743 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $190M. The largest seller was JP Morgan Chase, cutting an estimated $526M.

  • 1,817 institutional investors held Verizon (VZ) as of Q2 2015, up from 1,793 in Q1 2015.
  • Funds reported $120B of Verizon stock for Q2 2015, down 5.6% quarter-over-quarter.
  • 96 funds opened new Verizon positions in Q2 2015 and 55 closed out, a net change of +41 holders.
  • The largest Verizon buyer in Q2 2015 was Deutsche Bank, an estimated $190M added.
  • The largest Verizon seller in Q2 2015 was JP Morgan Chase, an estimated $526M sold.

Based on aggregated 13F filings for Q2 2015.