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Verizon
VZ

Overview Fund Activity

1,807 hedge funds and large institutions have $123B invested in Verizon in 2014 Q4 according to their latest regulatory filings, with 201 funds opening new positions, 830 increasing their positions, 627 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,807
Holders Change
+105
Holders Change %
+6.17%
% of All Funds
48.23%
Holding in Top 10
133
Holding in Top 10 Change
-62
Holding in Top 10 Change %
-31.79%
% of All Funds
3.55%
New
201
Increased
830
Reduced
627
Closed
75
Calls
$1.2B
Puts
$1.41B
Net Calls
-$204M
Net Calls Change
+$233M

Top Buyers

1
LSV Asset Management
LSV Asset Management
Illinois
+$362M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$328M
3
SOMRS
State of Michigan Retirement System
Michigan
+$284M
4
State Street
State Street
Massachusetts
+$275M
5
Wells Fargo
Wells Fargo
California
+$263M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$412M
2
Bank of America
Bank of America
North Carolina
-$380M
3
Ameriprise
Ameriprise
Minnesota
-$328M
4
PC
Paulson & Co
New York
-$328M
5
OH
Orbis Holdings
Bermuda
-$296M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCM
551
Palisade Capital Management
New Jersey
$7.33M -$118K -2,522 -2%
LCP
552
Lombardia Capital Partners
California
$7.29M +$7.29M +155,775 New
PCA
553
Personal Capital Advisors
California
$7.27M +$1.5M +32,040 +26%
FM
554
Family Management
New York
$7.25M -$48.2K -1,031 -0.7%
NB
555
NBT Bank
New York
$7.24M +$88.5K +1,891 +1%
LDB
556
Lee, Danner & Bass
Tennessee
$7.22M +$494K +10,563 +7%
SC
557
SouthState Corp
Florida
$7.2M +$810K +17,318 +13%
FBB
558
Fulton Breakefield Broenniman
Maryland
$7.18M +$300K +6,417 +4%
PWW
559
Pettyjohn Wood & White
Virginia
$7.17M +$465K +9,932 +7%
DP
560
Dearborn Partners
Illinois
$7.14M +$1.07M +22,827 +18%
NM
561
NWI Management
New York
$7.02M -$2.34M -50,000 -25%
KJHP
562
K.J. Harrison & Partners
Ontario, Canada
$6.98M +$1.92M +41,100 +38%
LIC
563
Lodestar Investment Counsel
Illinois
$6.98M +$526K +11,254 +8%
PCM
564
Palouse Capital Management
Washington
$6.97M +$62K +1,325 +0.9%
SSWM
565
Smith Salley Wealth Management
North Carolina
$6.96M +$1.12M +23,940 +19%
KRSITF
566
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$6.9M +$2.16M +46,116 +46%
CI
567
Capital International
California
$6.87M +$1.28M +27,300 +23%
FWIA
568
Fort Washington Investment Advisors
Ohio
$6.86M +$1.79M +38,212 +35%
EWA
569
EP Wealth Advisors
California
$6.86M +$187K +4,004 +3%
JC
570
Jacobs & Co
California
$6.85M +$112K +2,385 +2%
MSR
571
Main Street Research
Connecticut
$6.84M +$145K +3,109 +2%
HCM
572
Howland Capital Management
Massachusetts
$6.83M +$813K +17,369 +13%
KIG
573
Kovitz Investment Group
Illinois
$6.81M -$2.87M -61,343 -30%
GJIC
574
Gamble Jones Investment Counsel
California
$6.79M +$248K +5,306 +4%
MERSOM
575
Municipal Employees' Retirement System of Michigan
Michigan
$6.7M – – –
21 22
23
24 25