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Verizon
VZ

Overview Fund Activity

1,807 hedge funds and large institutions have $123B invested in Verizon in 2014 Q4 according to their latest regulatory filings, with 201 funds opening new positions, 830 increasing their positions, 627 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,807
Holders Change
+105
Holders Change %
+6.17%
% of All Funds
48.23%
Holding in Top 10
133
Holding in Top 10 Change
-62
Holding in Top 10 Change %
-31.79%
% of All Funds
3.55%
New
201
Increased
830
Reduced
627
Closed
75
Calls
$1.2B
Puts
$1.41B
Net Calls
-$204M
Net Calls Change
+$233M

Top Buyers

1
LSV Asset Management
LSV Asset Management
Illinois
+$362M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$328M
3
SOMRS
State of Michigan Retirement System
Michigan
+$284M
4
State Street
State Street
Massachusetts
+$275M
5
Wells Fargo
Wells Fargo
California
+$263M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$412M
2
Bank of America
Bank of America
North Carolina
-$380M
3
Ameriprise
Ameriprise
Minnesota
-$328M
4
PC
Paulson & Co
New York
-$328M
5
OH
Orbis Holdings
Bermuda
-$296M
Name Holding Trade Value Shares
Change 		Shares
Change %
KT
1001
Kanaly Trust
Texas
$2.19M +$12.9K +276 +0.6%
HSA
1002
HBK Sorce Advisory
Pennsylvania
$2.19M +$232K +4,968 +12%
BFA
1003
Benedict Financial Advisors
Georgia
$2.19M +$2.19M +44,330 New
CIS
1004
Capital International Sarl
California
$2.17M +$654K +13,970 +43%
MIC
1005
Meridian Investment Counsel
California
$2.16M -$31.3K -669 -1%
GSBTD
1006
Glenview State Bank Trust Department
Illinois
$2.16M -$47.6K -1,017 -2%
SYBT
1007
Stock Yards Bank & Trust
Kentucky
$2.15M +$74.2K +1,585 +4%
PWM
1008
Perigon Wealth Management
California
$2.15M +$328K +7,010 +18%
FNBOMD
1009
First National Bank of Mount Dora
Florida
$2.15M +$59.6K +1,275 +3%
BEAM
1010
Baker Ellis Asset Management
Washington
$2.15M -$36K -770 -2%
WTB
1011
Washington Trust Bank
Washington
$2.14M +$217K +4,637 +11%
GD
1012
Grandfield & Dodd
New York
$2.13M -$2.34M -50,106 -52%
ACM
1013
Argentus Capital Management
Texas
$2.13M +$218K +4,650 +11%
DLCIG
1014
D.L. Carlson Investment Group
New Hampshire
$2.13M -$214K -4,565 -9%
BAC
1015
Boys Arnold & Co
North Carolina
$2.12M -$76.7K -1,640 -3%
SIM
1016
Sterling Investment Management
Arizona
$2.12M +$325K +6,950 +18%
DSC
1017
Duncker Streett & Co
Missouri
$2.12M +$18.4K +393 +0.9%
WSC
1018
Wellington Shields & Co
New York
$2.11M +$169K +3,624 +9%
HB
1019
Homrich & Berg
Georgia
$2.1M +$362K +7,734 +21%
MSS
1020
Mitchell Sinkler & Starr
Pennsylvania
$2.1M – – –
GCIA
1021
Gabelli & Co Investment Advisers
New York
$2.09M -$68.5K -1,465 -3%
FFC
1022
First Financial Corp
Indiana
$2.09M +$91.3K +1,951 +5%
LH
1023
Lebenthal Holdings
New York
$2.09M +$2.09M +44,561 New
IAM
1024
Integre Asset Management
New York
$2.08M +$22.5K +481 +1%
AP
1025
Advisor Partners
California
$2.08M -$270K -5,681 -11%
39 40
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