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Verizon
VZ

Overview Fund Activity

1,988 hedge funds and large institutions have $140B invested in Verizon in 2016 Q4 according to their latest regulatory filings, with 195 funds opening new positions, 830 increasing their positions, 808 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,988
Holders Change
+105
Holders Change %
+5.58%
% of All Funds
49.77%
Holding in Top 10
226
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+13%
% of All Funds
5.66%
New
195
Increased
830
Reduced
808
Closed
58
Calls
$2.65B
Puts
$2.12B
Net Calls
+$527M
Net Calls Change
-$338M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$394M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$388M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$373M
4
Asset Management One
Asset Management One
Japan
+$351M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$290M

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$808M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$482M
3
Boston Partners
Boston Partners
Massachusetts
-$462M
4
MTB
Mizuho Trust & Banking
Japan
-$346M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$225M
Name Holding Trade Value Shares
Change 		Shares
Change %
IAA
801
Independent Advisor Alliance
North Carolina
$4.5M +$4.5M +85,276 New
TRCT
802
Tower Research Capital (TRC)
New York
$4.49M +$3.8M +71,175 +548%
OCM
803
Olstein Capital Management
New York
$4.48M – – –
BCMO
804
Buckingham Capital Management (Ohio)
Ohio
$4.48M +$2.08K +39 +0%
SCM
805
Salem Capital Management
Massachusetts
$4.42M +$196K +3,676 +5%
GC
806
Grace Capital
Massachusetts
$4.42M -$395K -7,397 -8%
AMCA
807
Arthur M. Cohen & Associates
Illinois
$4.41M +$4.41M +82,596 New
Twin Tree Management
808
Twin Tree Management
Texas
$4.4M +$3.96M +74,106 +883%
M
809
MOTCO
Texas
$4.38M -$88.2K -1,652 -2%
BSPF
810
British Steel Pension Fund
United Kingdom
$4.38M – – –
MCM
811
McMillion Capital Management
North Carolina
$4.37M -$35.2K -660 -0.8%
OA
812
Outfitter Advisors
Virginia
$4.35M +$85.4K +1,600 +2%
AL
813
Aspiriant LLC
California
$4.35M -$29.3K -548 -0.7%
UR
814
USCA RIA
Texas
$4.35M -$278K -5,200 -6%
EWA
815
Exencial Wealth Advisors
Oklahoma
$4.34M +$137K +2,561 +3%
SNT
816
Security National Trust
West Virginia
$4.32M -$102K -1,908 -2%
CM
817
Capital Management
Virginia
$4.31M +$357K +6,682 +9%
PPSG
818
Princeton Portfolio Strategies Group
New Jersey
$4.3M -$68.7K -1,286 -2%
LNC
819
Lincoln National Corp
Pennsylvania
$4.27M -$37.8K -708 -0.9%
GC
820
Grimes & Company
Massachusetts
$4.25M -$16K -299 -0.4%
OSNBOA
821
Old Second National Bank of Aurora
Illinois
$4.24M -$25.8K -484 -0.6%
BFIM
822
Beese Fulmer Investment Management
Ohio
$4.22M -$77.9K -1,459 -2%
BRWA
823
B. Riley Wealth Advisors
Florida
$4.22M -$494K -9,244 -10%
STB
824
S&T Bank
Pennsylvania
$4.19M +$254K +4,759 +6%
SWM
825
SVA Wealth Management
Wisconsin
$4.18M +$87.2K +1,634 +2%
31 32
33
34 35