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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 %
VWM
1026
Valley Wealth Managers
New Jersey
$1.11M +$80.9K +1,646 +8%
MIC
1027
MU Investments Company
Japan
$1.11M +$52.1K +1,060 +5%
BOC
1028
Barbara Oil Co
Illinois
$1.11M +$1.11M +22,500 New
CTI
1029
Community Trust & Investment
Kentucky
$1.1M -$118K -2,398 -10%
AB
1030
AT Bancorp
Iowa
$1.09M -$18.2K -371 -2%
SIC
1031
Salem Investment Counselors
North Carolina
$1.09M +$3.93K +80 +0.4%
CCS
1032
Crosspoint Capital Strategies
California
$1.09M +$1.09M +22,848 New
PI
1033
Pettee Investors
Connecticut
$1.08M +$1.08M +22,022 New
PCA
1034
Peddock Capital Advisors
Massachusetts
$1.08M +$1.08M +22,006 New
DY
1035
Dowling & Yahnke
California
$1.07M +$298K +6,070 +38%
BTNA
1036
Bremer Trust National Association
Minnesota
$1.07M -$31.6K -643 -3%
IFB
1037
iAB Financial Bank
Indiana
$1.06M +$49.1K +1,000 +5%
IIM
1038
Ipswich Investment Management
Massachusetts
$1.05M – – –
ARMT
1039
Amica Retiree Medical Trust
Rhode Island
$1.05M +$1.05M +21,332 New
WPP
1040
Whalerock Point Partners
Rhode Island
$1.05M +$1.05M +21,274 New
VAM
1041
Visionary Asset Management
Texas
$1.04M +$322K +6,555 +45%
FMWA
1042
Forvis Mazars Wealth Advisors
Missouri
$1.04M -$8.7K -177 -0.8%
BHIA
1043
Birch Hill Investment Advisors
Massachusetts
$1.04M +$143K +2,912 +16%
PL
1044
Parthenon LLC
Kentucky
$1.03M – – –
TWM
1045
Torch Wealth Management
Ohio
$1.03M +$1.03M +21,018 New
NME
1046
Notis-McConarty Edward
$1.03M +$1.03M +21,016 New
BTW
1047
Boston Trust Walden
Massachusetts
$1.02M – – –
EFSCE
1048
Enterprise Financial Services Corp (EFSC)
Missouri
$1.02M +$70.8K +1,442 +7%
AI
1049
Atria Investments
North Carolina
$1M +$89.7K +1,826 +10%
DAS
1050
Dynamic Advisor Solutions
Arizona
$998K +$998K +20,299 New
40 41
42
43 44