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Verizon
VZ

Overview Fund Activity

1,434 hedge funds and large institutions have $76.5B invested in Verizon in 2013 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 631 increasing their positions, 587 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,434
Holders Change
+1
Holders Change %
+0.07%
% of All Funds
46.51%
Holding in Top 10
92
Holding in Top 10 Change
-48
Holding in Top 10 Change %
-34.29%
% of All Funds
2.98%
New
80
Increased
631
Reduced
587
Closed
65
Calls
$1.14B
Puts
$965M
Net Calls
+$172M
Net Calls Change
+$137M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$443M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$345M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$153M
4
LCG
Luxor Capital Group
New York
+$150M
5
CA
Cortland Advisers
Delaware
+$140M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$422M
2
BA
BlackRock Advisors
Delaware
-$229M
3
SP
Sarasin & Partners
United Kingdom
-$191M
4
SAC
Smith Affiliated Capital
New York
-$171M
5
PAMU
Pictet Asset Management (UK)
United Kingdom
-$120M
Name Holding Trade Value Shares
Change 		Shares
Change %
ST
1026
Spinnaker Trust
Maine
$891K +$33.1K +708 +4%
PTC
1027
Private Trust Company
Ohio
$885K +$60K +1,286 +7%
FCH
1028
Freestone Capital Holdings
Washington
$884K +$884K +19,362 New
OWD
1029
Osborn Williams & Donohoe
Ohio
$877K -$3.64K -78 -0.4%
GLRA
1030
Gerald L. Ray & Associates
Texas
$869K +$182K +3,901 +27%
CAM
1031
Cubic Asset Management
Massachusetts
$868K -$15.5K -331 -2%
AI
1032
Atria Investments
North Carolina
$866K +$186K +3,974 +27%
MCM
1033
Manchester Capital Management
Vermont
$862K -$53.7K -1,150 -6%
RC
1034
Roundview Capital
New Jersey
$861K +$56.6K +1,212 +7%
CK
1035
Cohen Klingenstein
New York
$859K – – –
KIA
1036
Kopp Investment Advisors
Minnesota
$857K -$7.94K -170 -0.9%
JIC
1037
Joel Isaacson & Co
New York
$855K -$85.8K -1,840 -9%
BSW
1038
Buckingham Strategic Wealth
Missouri
$855K +$375K +8,028 +78%
YIA
1039
YHB Investment Advisors
Connecticut
$852K -$9.34K -200 -1%
WA
1040
WBH Advisory
Maryland
$848K -$39.8K -854 -4%
BHIA
1041
Birch Hill Investment Advisors
Massachusetts
$847K -$48.2K -1,032 -5%
NC
1042
Northpointe Capital
Michigan
$844K +$438K +9,370 +108%
FIM
1043
Fruth Investment Management
Texas
$842K +$8.58K +184 +1%
BC
1044
BMI Capital
New York
$838K +$9.33K +200 +1%
PH
1045
Pinnacle Holdings
Oklahoma
$836K -$30.5K -653 -4%
BFPW
1046
BOK Financial Private Wealth
Colorado
$832K +$832K +17,820 New
ROTUOC
1047
Regents of the University of California
California
$828K – – –
HCM
1048
Howland Capital Management
Massachusetts
$821K -$35K -749 -4%
OP
1049
Omni Partners
United Kingdom
$816K +$816K +17,946 New
SCM
1050
Southport Capital Management
Tennessee
$815K -$46.7K -1,000 -5%
40 41
42
43 44