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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 %
SSIA
1026
Spero-Smith Investment Advisers
Ohio
$2.08M -$14K -299 -0.7%
AR
1027
Advisory Research
Illinois
$2.07M -$26.4K -565 -1%
PAIM
1028
Punch & Associates Investment Management
Minnesota
$2.07M -$18K -385 -0.9%
SIMM
1029
Stillwater Investment Management (Minnesota)
Minnesota
$2.06M -$37.9K -809 -2%
AW
1030
ACG Wealth
Georgia
$2.06M -$76.8K -1,641 -4%
ST
1031
Smithfield Trust
Pennsylvania
$2.06M -$144K -3,074 -7%
ST
1032
Semper Trust
Pennsylvania
$2.04M -$1.19M -25,532 -37%
HCM
1033
Hollencrest Capital Management
California
$2.03M -$2.22M -47,427 -52%
AAM
1034
Auxier Asset Management
Oregon
$2.03M – – –
MBT
1035
Monroe Bank & Trust
Michigan
$2.02M +$9.87K +211 +0.5%
SCM
1036
Southport Capital Management
Tennessee
$2.02M +$327K +6,996 +19%
WIC
1037
Woodmont Investment Counsel
Tennessee
$2.02M +$320K +6,846 +19%
SCA
1038
Stonebridge Capital Advisors
Minnesota
$2.01M +$123K +2,627 +7%
RA
1039
Rational Advisors
New York
$2.01M +$2.01M +42,970 New
ITIM
1040
Indiana Trust & Investment Management
Indiana
$2.01M -$96.8K -2,068 -5%
FSA
1041
Franklin Street Advisors
North Carolina
$2.01M +$425K +9,079 +27%
SAMC
1042
Shinko Asset Management Company
Japan
$2M +$1.31M +28,000 +189%
HIC
1043
Hartline Investment Corp
Illinois
$2M -$49K -1,048 -2%
AI
1044
Atria Investments
North Carolina
$2M +$131K +2,792 +7%
EIM
1045
Essex Investment Management
Massachusetts
$2M – – –
GIA
1046
GHP Investment Advisors
Colorado
$2M +$30.2K +646 +2%
BE
1047
Bonness Enterprises
District of Columbia
$1.99M – – –
ANRIA
1048
American National Registered Investment Advisor
Texas
$1.99M -$9.82K -210 -0.5%
HIM
1049
Hutchens Investment Management
New Hampshire
$1.99M +$1.99M +42,443 New
MFS
1050
McNamara Financial Services
Massachusetts
$1.99M +$1.99M +42,443 New
40 41
42
43 44