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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 %
MCM
1076
Manchester Capital Management
Vermont
$907K -$49 -1 -0%
RC
1077
Roundview Capital
New Jersey
$906K – – –
CK
1078
Cohen Klingenstein
New York
$904K – – –
OP
1079
Omni Partners
United Kingdom
$893K -$21.6K -423 -2%
GVT
1080
Genesee Valley Trust
New York
$889K +$362K +7,355 +69%
YIA
1081
YHB Investment Advisors
Connecticut
$887K -$9.83K -200 -1%
T
1082
TradeWorx
New Jersey
$883K +$445K +9,051 +102%
BFPW
1083
BOK Financial Private Wealth
Colorado
$876K – – –
NAMA
1084
Nikko Asset Management Americas
New York
$875K -$555K -11,300 -39%
RA
1085
Rational Advisors
New York
$873K -$1.92M -39,108 -69%
FIM
1086
Fruth Investment Management
Texas
$872K -$14.7K -300 -2%
JIC
1087
Joel Isaacson & Co
New York
$869K -$31.4K -639 -3%
NC
1088
Northpointe Capital
Michigan
$868K -$20.2K -410 -2%
HCM
1089
Howland Capital Management
Massachusetts
$868K +$3.29K +67 +0.4%
SC
1090
Savant Capital
Illinois
$868K +$32.3K +658 +4%
PAM
1091
Princeton Alpha Management
New Jersey
$857K +$857K +17,441 New
PM
1092
Penbrook Management
New York
$856K +$856K +17,424 New
HPBT
1093
High Point Bank & Trust
North Carolina
$853K +$21.4K +435 +3%
Carson Wealth (CWM LLC)
1094
Carson Wealth (CWM LLC)
Nebraska
$851K -$189K -3,848 -18%
ST
1095
Somerset Trust
Pennsylvania
$844K +$844K +17,181 New
VC
1096
Vicus Capital
Pennsylvania
$843K +$22.2K +452 +3%
FMB
1097
Field & Main Bank
Kentucky
$842K +$842K +17,129 New
OSNBOA
1098
Old Second National Bank of Aurora
Illinois
$838K – – –
MVA
1099
Mount Vernon Associates
Maryland
$835K +$14.7K +300 +2%
BAM
1100
Berkshire Asset Management
Pennsylvania
$833K +$107K +2,172 +15%
42 43
44
45 46