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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 %
BC
626
Barnett & Company
Tennessee
$5.82M -$102K -2,185 -2%
AIP
627
Ameritas Investment Partners
Nebraska
$5.81M +$139K +2,980 +2%
WSCM
628
Wellington Shields Capital Management
New York
$5.8M +$144K +3,078 +3%
BA
629
Birinyi Associates
Connecticut
$5.79M -$32.6K -697 -0.6%
PJSIMP
630
P.J. Schmidt Investment Management (PJS)
Wisconsin
$5.77M -$186K -3,973 -3%
VFS
631
VSR Financial Services
Kansas
$5.76M +$376K +8,038 +7%
BUB
632
BBVA USA Bancshares
Texas
$5.74M -$459K -9,814 -7%
MCM
633
Maryland Capital Management
Maryland
$5.73M +$84.8K +1,813 +2%
1SB
634
1ST Source Bank
Indiana
$5.71M +$24.5K +524 +0.4%
LNB
635
Ledyard National Bank
$5.71M +$63K +1,346 +1%
BSPF
636
British Steel Pension Fund
United Kingdom
$5.67M – – –
SA
637
Strategic Advisors
New York
$5.66M +$208K +4,454 +4%
BAM
638
Burnham Asset Management
New York
$5.65M +$14.1K +301 +0.3%
SCM
639
Sterneck Capital Management
Missouri
$5.64M +$893K +19,091 +19%
RMAM
640
Raab & Moskowitz Asset Management
New Jersey
$5.61M -$904K -19,331 -14%
BPB
641
Badgley, Phelps & Bell
Washington
$5.6M +$2.85K +61 +0.1%
JIC
642
Johnson Investment Counsel
Ohio
$5.6M -$48.4K -1,034 -0.9%
CWM
643
Concert Wealth Management
California
$5.6M +$2.09M +44,674 +59%
CAM
644
Congress Asset Management
Massachusetts
$5.58M +$274K +5,853 +5%
CCMG
645
Clark Capital Management Group
Pennsylvania
$5.55M -$1.06M -22,628 -16%
CB
646
Community Bank
New York
$5.52M +$5.52M +118,036 New
BCA
647
Bernzott Capital Advisors
California
$5.51M -$121K -2,595 -2%
GAM
648
Griffin Asset Management
New York
$5.51M +$2.91M +60,210 +112%
PSC
649
Prentiss Smith & Co
Vermont
$5.5M +$367K +7,843 +7%
FBNAT
650
FirstMerit Bank N.A. Trustee
Ohio
$5.5M -$147K -3,144 -3%
24 25
26
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