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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 %
ECML
876
Eagle Capital Management (Louisiana)
Louisiana
$3.05M -$31.8K -653 -1%
SWM
877
SVA Wealth Management
Wisconsin
$3.04M +$1.6M +32,817 +110%
BOCM
878
Bontempo Ohly Capital Management
Maryland
$3.04M +$1.08M +22,259 +55%
PWAP
879
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$3.04M +$14.3K +295 +0.5%
IB
880
Intrust Bank
Kansas
$3.03M -$35K -720 -1%
SBWM
881
Sunflower Bank Wealth Management
Arizona
$3.03M +$17.8K +365 +0.6%
DWA
882
Douglass Winthrop Advisors
New York
$3.02M +$1.49M +30,700 +98%
KFC
883
Klingenstein Fields & Co
New York
$3.01M -$61.3K -1,260 -2%
PIM
884
Penobscot Investment Management
Massachusetts
$3.01M +$140K +2,885 +5%
FANJ
885
Financial Architects (New Jersey)
New Jersey
$3M +$54.6K +1,122 +2%
CYG
886
Clean Yield Group
Vermont
$2.99M +$46.9K +965 +2%
SLG
887
Stanley-Laman Group
Pennsylvania
$2.97M +$172K +3,528 +6%
LBC
888
Lowe Brockenbrough & Co
Virginia
$2.96M -$106K -2,180 -3%
MIM
889
Midwest Investment Management
Ohio
$2.96M -$19K -390 -0.6%
BPM
890
Bowling Portfolio Management
Ohio
$2.94M -$61K -1,255 -2%
SIG
891
Schooner Investment Group
Pennsylvania
$2.94M -$1.47M -30,000 -33%
MA
892
Marshwinds Advisory
Georgia
$2.93M +$49 +1 +0%
TSWM
893
Triangle Securities Wealth Management
North Carolina
$2.92M +$23.7K +488 +0.8%
DCC
894
Dow Chemical Company
Michigan
$2.92M – – –
TSS
895
Thomas Story & Son
Indiana
$2.89M – – –
CT
896
Chicago Trust
Illinois
$2.88M +$2.88M +59,274 New
AFG
897
American Financial Group
Ohio
$2.88M – – –
LW
898
Linscomb Wealth
Texas
$2.88M +$83.6K +1,720 +3%
NSIM
899
North Star Investment Management
Illinois
$2.87M +$152K +3,118 +6%
RBC
900
Ronald Blue & Co
Georgia
$2.86M -$1.16M -23,875 -29%
34 35
36
37 38