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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$10.8B +$24.7M +505,046 +0.2%
Capital Research Global Investors
2
Capital Research Global Investors
California
$8.17B +$160M +3,262,000 +2%
State Street
3
State Street
Massachusetts
$7.38B -$436M -8,902,958 -5%
BIT
4
BlackRock Institutional Trust
California
$5.09B -$330M -6,735,768 -6%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$3.37B -$84.7M -1,730,676 -2%
Capital World Investors
6
Capital World Investors
California
$3.32B -$161M -3,285,000 -4%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$2.77B -$137M -2,791,788 -4%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$2.66B -$406M -8,287,938 -13%
Northern Trust
9
Northern Trust
Illinois
$2.48B -$7.64M -156,157 -0.3%
BFA
10
BlackRock Fund Advisors
California
$2.43B -$68.9M -1,406,831 -3%
Capital International Investors
11
Capital International Investors
California
$1.72B +$181M +3,695,400 +11%
Barrow, Hanley, Mewhinney & Strauss
12
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.71B -$3.39M -69,162 -0.2%
BG
13
BlackRock Group
United Kingdom
$1.69B -$24.8M -507,009 -1%
Norges Bank
14
Norges Bank
Norway
$1.64B -$142M -2,900,000 -8%
Massachusetts Financial Services
15
Massachusetts Financial Services
Massachusetts
$1.6B +$86.2M +1,761,200 +5%
Bank of America
16
Bank of America
North Carolina
$1.59B +$103M +2,110,642 +7%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$1.51B -$14.2M -289,098 -0.9%
JP Morgan Chase
18
JP Morgan Chase
New York
$1.45B -$526M -10,739,693 -26%
Ameriprise
19
Ameriprise
Minnesota
$1.41B -$9.39M -191,809 -0.6%
Morgan Stanley
20
Morgan Stanley
New York
$1.33B +$180M +3,677,051 +15%
Deutsche Bank
21
Deutsche Bank
Germany
$1.22B +$190M +3,875,215 +17%
Franklin Resources
22
Franklin Resources
California
$1.19B -$153M -3,124,501 -11%
Wells Fargo
23
Wells Fargo
California
$1.16B +$45.6M +931,235 +4%
T. Rowe Price Associates
24
T. Rowe Price Associates
Maryland
$1.1B -$29.9M -611,827 -3%
TCIM
25
TIAA CREF Investment Management
New York
$1.06B -$113M -2,305,306 -9%

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.