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Verizon
VZ

Overview Fund Activity

1,789 hedge funds and large institutions have $127B invested in Verizon in 2015 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 845 increasing their positions, 686 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,789
Holders Change
-18
Holders Change %
-1%
% of All Funds
47.72%
Holding in Top 10
166
Holding in Top 10 Change
+33
Holding in Top 10 Change %
+24.81%
% of All Funds
4.43%
New
87
Increased
845
Reduced
686
Closed
85
Calls
$1.62B
Puts
$1.94B
Net Calls
-$320M
Net Calls Change
-$115M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$521M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$422M
3
Bank of America
Bank of America
North Carolina
+$378M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$375M
5
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$312M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$540M
2
LPU
Lansdowne Partners (UK)
United Kingdom
-$403M
3
State Street
State Street
Massachusetts
-$378M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$279M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$233M
Name Holding Trade Value Shares
Change 		Shares
Change %
NEAM
801
New England Asset Management
Connecticut
$3.74M -$229K -4,709 -6%
ICAS
802
Investors Capital Advisory Services
Massachusetts
$3.74M -$182K -3,737 -5%
SWA
803
SFMG Wealth Advisors
Texas
$3.73M +$2.01M +41,233 +116%
CIP
804
Convergence Investment Partners
Florida
$3.73M +$259K +5,325 +7%
ICM
805
ICC Capital Management
Florida
$3.72M -$1.68M -34,576 -31%
GIP
806
Granite Investment Partners
California
$3.72M +$49 +1 +0%
GI
807
Gradient Investments
Minnesota
$3.71M +$291K +5,978 +9%
SDJVC
808
St. Denis J. Villere & Co
Louisiana
$3.7M +$535K +11,000 +17%
ACM
809
Advisors Capital Management
New Jersey
$3.69M -$97.9K -2,014 -3%
CHAM
810
Clear Harbor Asset Management
Connecticut
$3.69M +$282K +5,791 +8%
OIM
811
Orca Investment Management
Oregon
$3.68M +$66K +1,357 +2%
MIM
812
Marco Investment Management
Georgia
$3.66M -$3.74K -77 -0.1%
EAM
813
EULAV Asset Management
Florida
$3.65M – – –
BIC
814
Beach Investment Counsel
Pennsylvania
$3.64M +$146K +3,000 +4%
BFIC
815
Bedell Frazier Investment Counselling
California
$3.63M +$828K +17,032 +30%
EFS
816
Essex Financial Services
Connecticut
$3.63M +$118K +2,436 +3%
EWA
817
Exencial Wealth Advisors
Oklahoma
$3.62M +$54.5K +1,106 +2%
BCMO
818
Buckingham Capital Management (Ohio)
Ohio
$3.61M +$124K +2,541 +4%
BCM
819
Brookstone Capital Management
Illinois
$3.61M +$1.29M +26,529 +56%
SNT
820
Security National Trust
West Virginia
$3.61M -$7.3K -150 -0.2%
BA
821
BKS Advisors
Michigan
$3.6M +$3.6M +73,989 New
SI
822
SII Investments
Wisconsin
$3.6M -$290K -5,947 -7%
SCM
823
Schnieders Capital Management
California
$3.58M +$416K +8,562 +13%
NFG
824
Next Financial Group
Texas
$3.58M +$101K +2,067 +3%
NAM
825
NTV Asset Management
West Virginia
$3.57M -$3.21K -66 -0.1%
31 32
33
34 35