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Verizon
VZ

Overview Fund Activity

1,434 hedge funds and large institutions have $76.5B invested in Verizon in 2013 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 631 increasing their positions, 587 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,434
Holders Change
+1
Holders Change %
+0.07%
% of All Funds
46.51%
Holding in Top 10
92
Holding in Top 10 Change
-48
Holding in Top 10 Change %
-34.29%
% of All Funds
2.98%
New
80
Increased
631
Reduced
587
Closed
65
Calls
$1.14B
Puts
$965M
Net Calls
+$172M
Net Calls Change
+$137M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$443M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$345M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$153M
4
LCG
Luxor Capital Group
New York
+$150M
5
CA
Cortland Advisers
Delaware
+$140M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$422M
2
BA
BlackRock Advisors
Delaware
-$229M
3
SP
Sarasin & Partners
United Kingdom
-$191M
4
SAC
Smith Affiliated Capital
New York
-$171M
5
PAMU
Pictet Asset Management (UK)
United Kingdom
-$120M
Name Holding Trade Value Shares
Change 		Shares
Change %
WJA
651
Williams Jones & Associates
New York
$3.01M -$214K -4,591 -7%
KFS
652
KMS Financial Services
Washington
$2.99M +$144K +3,078 +5%
LDB
653
Lee, Danner & Bass
Tennessee
$2.99M +$138K +2,961 +5%
CYG
654
Clean Yield Group
Vermont
$2.99M +$467 +10 +0%
WFM
655
Wilmington Funds Management
Delaware
$2.99M -$444K -9,510 -13%
VC
656
Vestor Capital
Illinois
$2.99M – – –
HRIA
657
Haberer Registered Investment Advisor
Ohio
$2.96M -$531K -11,374 -15%
VV
658
Verity & Verity
South Carolina
$2.96M +$1.06M +22,744 +56%
ABC
659
Associated Banc-Corp
Wisconsin
$2.96M -$202K -4,336 -6%
TF
660
Tompkins Financial
New York
$2.95M +$123K +2,634 +4%
FA
661
FMA Advisory
Pennsylvania
$2.94M +$18.3K +393 +0.6%
UF
662
Univest Financial
Pennsylvania
$2.94M -$64.2K -1,375 -2%
BFS
663
Bradley Foster & Sargent
Connecticut
$2.92M +$17.4K +373 +0.6%
DBG
664
De Burlo Group
Massachusetts
$2.91M -$3.35M -71,820 -54%
GIM
665
Goelzer Investment Management
Indiana
$2.9M -$2.61M -55,875 -47%
LBC
666
Lowe Brockenbrough & Co
Virginia
$2.9M -$262K -5,620 -8%
WS
667
Wedbush Securities
California
$2.9M -$170K -3,640 -6%
BRWA
668
B. Riley Wealth Advisors
Florida
$2.89M +$266K +5,691 +10%
TSS
669
Thomas Story & Son
Indiana
$2.89M – – –
AA
670
AlphaMark Advisors
Kentucky
$2.85M -$91.3K -1,956 -3%
BFIM
671
Beese Fulmer Investment Management
Ohio
$2.84M +$68.6K +1,470 +2%
NAM
672
NTV Asset Management
West Virginia
$2.84M +$3.5K +75 +0.1%
NES
673
New England Securities
New York
$2.84M +$1.13M +24,137 +66%
FSC
674
Fiduciary Services Corp
Georgia
$2.83M -$255K -5,454 -8%
CA
675
Cetera Advisors
Colorado
$2.82M +$223K +4,776 +9%
25 26
27
28 29