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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 %
SCM
776
Snow Capital Management
Pennsylvania
$3.96M +$51.9K +1,110 +1%
MPAM
777
Murphy Pohlad Asset Management
Minnesota
$3.95M +$342K +7,305 +9%
AHS
778
Aspiriant Holdings S3
California
$3.95M +$133K +2,851 +3%
IC
779
Intersect Capital
California
$3.95M +$3.95M +84,382 New
CI
780
Constellation Investments
Ohio
$3.94M +$178K +3,800 +5%
SFFS
781
Stonehage Fleming Financial Services
Jersey
$3.93M +$3.93M +84,093 New
SCM
782
Salem Capital Management
Massachusetts
$3.93M -$99.7K -2,131 -2%
MAA
783
Matrix Asset Advisors
New York
$3.93M +$709K +15,148 +22%
PPSG
784
Princeton Portfolio Strategies Group
New Jersey
$3.91M -$69.7K -1,490 -2%
BAM
785
Baring Asset Management
United Kingdom
$3.91M -$573K -12,245 -13%
NCM
786
Narwhal Capital Management
Georgia
$3.88M +$2M +42,818 +107%
WJA
787
Williams Jones & Associates
New York
$3.88M +$851K +18,191 +28%
RBC
788
Ronald Blue & Co
Georgia
$3.87M +$12.8K +273 +0.3%
SFU
789
Stonehage Fleming (UK)
United Kingdom
$3.86M +$2.32M +49,660 +151%
SPC
790
Sigma Planning Corp
Michigan
$3.85M +$3.85M +82,230 New
PCM
791
Parsons Capital Management
Rhode Island
$3.84M +$21.2K +454 +0.6%
CCM
792
Compton Capital Management
Rhode Island
$3.83M -$21.7K -463 -0.6%
GC
793
Grace Capital
Massachusetts
$3.83M +$1.18M +25,220 +45%
NEAM
794
New England Asset Management
Connecticut
$3.82M – – –
ISB
795
Iowa State Bank
Iowa
$3.81M +$77.7K +1,660 +2%
VC
796
Vestor Capital
Illinois
$3.8M -$22.4K -478 -0.6%
LCP
797
Legacy Capital Partners
Wisconsin
$3.8M +$73.7K +1,575 +2%
RC
798
Roundview Capital
New Jersey
$3.78M -$350K -7,480 -8%
ICAS
799
Investors Capital Advisory Services
Massachusetts
$3.77M +$137K +2,933 +4%
BONST
800
Bank of Nova Scotia Trust
Ontario, Canada
$3.77M +$889 +19 +0%
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