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Verizon
VZ

Overview Fund Activity

1,738 hedge funds and large institutions have $125B invested in Verizon in 2014 Q1 according to their latest regulatory filings, with 259 funds opening new positions, 1,161 increasing their positions, 256 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,738
Holders Change
+196
Holders Change %
+12.71%
% of All Funds
50.23%
Holding in Top 10
198
Holding in Top 10 Change
+100
Holding in Top 10 Change %
+102.04%
% of All Funds
5.72%
New
259
Increased
1,161
Reduced
256
Closed
46
Calls
$1.59B
Puts
$1.35B
Net Calls
+$244M
Net Calls Change
+$370M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$3.15B
2
Capital Research Global Investors
Capital Research Global Investors
California
+$2.78B
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$2.63B
4
State Street
State Street
Massachusetts
+$2.1B
5
BIT
BlackRock Institutional Trust
California
+$1.52B

Top Sellers

1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$233M
2
N
Natixis
France
-$84.9M
3
ASC
Atalanta Sosnoff Capital
New York
-$60.6M
4
JHIU
Janus Henderson Investors US
Colorado
-$53.6M
5
SFM
Systematic Financial Management
New Jersey
-$37M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIM
1051
Miller Investment Management
Pennsylvania
$1.79M +$1.79M +37,594 New
PFS
1052
Prospera Financial Services
Texas
$1.79M +$214K +4,555 +14%
FUBT
1053
First United Bank & Trust
Maryland
$1.77M +$14.6K +307 +0.8%
MSFP
1054
Mark Sheptoff Financial Planning
Connecticut
$1.77M +$1.77M +37,206 New
AWP
1055
Ascent Wealth Partners
New York
$1.77M +$15.4K +324 +0.9%
CFA
1056
CT Financial Advisors
Pennsylvania
$1.76M +$1.76M +36,278 New
AP
1057
Advisor Partners
California
$1.76M +$162K +3,410 +10%
CHC
1058
City Holding Co
West Virginia
$1.76M +$60.7K +1,276 +4%
ASN
1059
Advisory Services Network
Georgia
$1.75M +$1.05M +22,034 +150%
SCA
1060
Salient Capital Advisors
Texas
$1.73M -$85.4K -1,796 -5%
FI
1061
FCM Investments
Texas
$1.73M -$39K -820 -2%
GHA
1062
GW Henssler & Associates
Georgia
$1.73M +$40.2K +844 +2%
WAM
1063
Weatherly Asset Management
California
$1.73M +$31.7K +667 +2%
BPM
1064
Bowling Portfolio Management
Ohio
$1.72M -$18.6K -390 -1%
LNWWM
1065
Laird Norton Wetherby Wealth Management
California
$1.72M +$398K +8,373 +30%
EAM
1066
EULAV Asset Management
Florida
$1.72M +$95.1K +2,000 +6%
PAM
1067
Palisade Asset Management
Minnesota
$1.71M +$31.5K +663 +2%
DWA
1068
Douglass Winthrop Advisors
New York
$1.71M +$241K +5,066 +16%
SACTSONJ
1069
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.7M – – –
BHBT
1070
Burke & Herbert Bank & Trust
Virginia
$1.7M +$5.76K +121 +0.3%
AssetMark Inc
1071
AssetMark Inc
California
$1.7M +$1.7M +35,774 New
DP
1072
Dearborn Partners
Illinois
$1.7M -$22.4K -471 -1%
PCM
1073
Prelude Capital Management
New York
$1.7M +$929K +19,522 +121%
PTC
1074
Private Trust Company
Ohio
$1.69M +$440K +9,253 +35%
SSWM
1075
Sheets Smith Wealth Management
North Carolina
$1.69M -$12.7K -268 -0.7%
41 42
43
44 45