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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$14.3B +$344M +6,630,874 +3%
State Street
2
State Street
Massachusetts
$8.75B -$151M -2,902,920 -2%
Capital Research Global Investors
3
Capital Research Global Investors
California
$8.7B -$632M -12,178,999 -7%
BIT
4
BlackRock Institutional Trust
California
$6.07B +$6.17M +119,040 +0.1%
Capital World Investors
5
Capital World Investors
California
$4.46B +$19.6M +376,933 +0.5%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$3.84B -$147M -2,838,017 -4%
BFA
7
BlackRock Fund Advisors
California
$3.4B +$190M +3,662,102 +6%
Bank of America
8
Bank of America
North Carolina
$3.35B +$64.1M +1,234,916 +2%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$2.86B -$95.8M -1,846,367 -3%
Northern Trust
10
Northern Trust
Illinois
$2.77B -$10.5M -201,559 -0.4%
Capital International Investors
11
Capital International Investors
California
$2.67B +$67.8M +1,306,800 +3%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$2.3B +$54.1M +1,043,849 +3%
Norges Bank
13
Norges Bank
Norway
$2.09B -$247M -4,763,124 -11%
BG
14
BlackRock Group
United Kingdom
$2.03B +$376K +7,257 +0%
Ameriprise
15
Ameriprise
Minnesota
$1.99B +$29.5M +567,961 +2%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$1.86B +$2.42M +46,653 +0.1%
Barrow, Hanley, Mewhinney & Strauss
17
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.8B -$60.6M -1,168,729 -4%
Massachusetts Financial Services
18
Massachusetts Financial Services
Massachusetts
$1.79B -$34.5M -665,228 -2%
Macquarie Group
19
Macquarie Group
Australia
$1.57B +$761M +14,679,268 +110%
Morgan Stanley
20
Morgan Stanley
New York
$1.55B +$35.5M +684,781 +3%
JP Morgan Chase
21
JP Morgan Chase
New York
$1.47B +$102M +1,961,694 +8%
T. Rowe Price Associates
22
T. Rowe Price Associates
Maryland
$1.4B -$25.4M -489,809 -2%
Deutsche Bank
23
Deutsche Bank
Germany
$1.29B +$71.1M +1,370,823 +6%
Wells Fargo
24
Wells Fargo
California
$1.29B -$88.3M -1,703,280 -7%
Legal & General Group
25
Legal & General Group
United Kingdom
$1.21B +$30.8M +594,714 +3%

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.