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Verizon
VZ

Overview Fund Activity

1,542 hedge funds and large institutions have $81.9B invested in Verizon in 2013 Q4 according to their latest regulatory filings, with 189 funds opening new positions, 617 increasing their positions, 580 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,542
Holders Change
+108
Holders Change %
+7.53%
% of All Funds
44.79%
Holding in Top 10
98
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+6.52%
% of All Funds
2.85%
New
189
Increased
617
Reduced
580
Closed
60
Calls
$1.08B
Puts
$1.2B
Net Calls
-$126M
Net Calls Change
-$298M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$433M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$275M
3
BA
BlackRock Advisors
Delaware
+$230M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$220M
5
Capital International Investors
Capital International Investors
California
+$185M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$285M
2
Norges Bank
Norges Bank
Norway
-$168M
3
SAC
Smith Affiliated Capital
New York
-$159M
4
LCG
Luxor Capital Group
New York
-$150M
5
PI
PGGM Investments
Netherlands
-$128M
Name Holding Trade Value Shares
Change 		Shares
Change %
FI
851
FCM Investments
Texas
$1.83M -$34.4K -700 -2%
AA
852
Apriem Advisors
California
$1.83M +$555K +11,285 +44%
FUBT
853
First United Bank & Trust
Maryland
$1.82M -$9.33K -190 -0.5%
LW
854
Linscomb Wealth
Texas
$1.82M +$104K +2,122 +6%
WSC
855
Wellington Shields & Co
New York
$1.82M -$19.7K -400 -1%
AWP
856
Ascent Wealth Partners
New York
$1.81M +$1.81M +36,799 New
BCA
857
Bernzott Capital Advisors
California
$1.81M -$120K -2,450 -6%
HCM
858
Hodges Capital Management
Texas
$1.8M +$9.83K +200 +0.5%
BPM
859
Bowling Portfolio Management
Ohio
$1.8M -$36.6K -745 -2%
Bessemer Group
860
Bessemer Group
New Jersey
$1.79M +$999K +20,351 +126%
Fuller & Thaler Asset Management
861
Fuller & Thaler Asset Management
California
$1.79M – – –
DP
862
Dearborn Partners
Illinois
$1.78M -$18.9K -384 -1%
GIA
863
GHP Investment Advisors
Colorado
$1.78M +$70.6K +1,438 +4%
SWM
864
Segment Wealth Management
Texas
$1.78M +$92.4K +1,880 +5%
BIA
865
Biondo Investment Advisors
Pennsylvania
$1.77M +$233K +4,749 +15%
SACTSONJ
866
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.76M – – –
CHC
867
City Holding Co
West Virginia
$1.76M +$1.76M +35,774 New
SSWM
868
Sheets Smith Wealth Management
North Carolina
$1.76M -$4.67K -95 -0.3%
ST
869
Semper Trust
Pennsylvania
$1.76M +$167K +3,400 +11%
BHBT
870
Burke & Herbert Bank & Trust
Virginia
$1.75M -$14.9K -304 -0.8%
WAM
871
Weatherly Asset Management
California
$1.75M -$3.78K -77 -0.2%
GI
872
Gradient Investments
Minnesota
$1.75M +$277K +5,644 +19%
GHA
873
GW Henssler & Associates
Georgia
$1.74M -$2.11K -43 -0.1%
PCM
874
Princeton Capital Management
New Jersey
$1.73M +$59.6K +1,212 +4%
PAM
875
Palisade Asset Management
Minnesota
$1.73M +$230K +4,676 +15%
33 34
35
36 37