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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 %
EGA
851
Eagle Global Advisors
Texas
$3.89M -$58.6K -1,098 -1%
DWA
852
Douglass Winthrop Advisors
New York
$3.88M +$192K +3,595 +5%
CWM
853
Concert Wealth Management
California
$3.87M -$4.61M -86,420 -54%
Fuller & Thaler Asset Management
854
Fuller & Thaler Asset Management
California
$3.86M – – –
OC
855
Oarsman Capital
Wisconsin
$3.86M -$109K -2,033 -3%
OCM
856
Orleans Capital Management
Louisiana
$3.84M +$87.5K +1,640 +2%
WKWM
857
Walter & Keenan Wealth Management
Indiana
$3.83M -$214K -4,016 -5%
EFS
858
Essex Financial Services
Connecticut
$3.83M -$81.7K -1,531 -2%
WI
859
Welch Investments
Alabama
$3.83M +$3.83M +71,758 New
TF
860
Tompkins Financial
New York
$3.83M +$133K +2,485 +4%
PFS
861
Prospera Financial Services
Texas
$3.82M -$78.6K -1,465 -2%
GWM
862
Graybill Wealth Management
Illinois
$3.81M +$115K +2,160 +3%
BO
863
Bank OZK
Arkansas
$3.8M +$44K +825 +1%
AFG
864
Albion Financial Group
Utah
$3.79M +$42.8K +802 +1%
IFAM
865
Institutional & Family Asset Management
Colorado
$3.78M +$112K +2,106 +3%
EFIC
866
Eliot Finkel Investment Counsel
California
$3.76M +$56.1K +1,050 +2%
BFO
867
Boston Family Office
Massachusetts
$3.75M -$14.9K -280 -0.4%
CT
868
Coastline Trust
Rhode Island
$3.75M +$179K +3,350 +5%
FNB
869
Farmers National Bank
Kentucky
$3.74M +$99.1K +1,856 +3%
CAL
870
Capital Analysts LLC
Pennsylvania
$3.74M -$8.92K -167 -0.2%
MSFP
871
Mark Sheptoff Financial Planning
Connecticut
$3.72M +$5.66K +106 +0.2%
FFBTD
872
First Financial Bank - Trust Division
Ohio
$3.71M -$797K -14,925 -18%
LMIM
873
Lockheed Martin Investment Management
Maryland
$3.69M +$269K +5,030 +8%
AWA
874
ARS Wealth Advisors
Florida
$3.68M -$416K -7,793 -10%
ZAM
875
Zevin Asset Management
Massachusetts
$3.68M -$1.14M -21,285 -24%
33 34
35
36 37