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Verizon
VZ

Overview Fund Activity

1,883 hedge funds and large institutions have $135B invested in Verizon in 2016 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 857 increasing their positions, 776 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,883
Holders Change
-31
Holders Change %
-1.62%
% of All Funds
50.32%
Holding in Top 10
200
Holding in Top 10 Change
-94
Holding in Top 10 Change %
-31.97%
% of All Funds
5.34%
New
74
Increased
857
Reduced
776
Closed
85
Calls
$2.69B
Puts
$1.83B
Net Calls
+$865M
Net Calls Change
+$984M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$352M
2
Bank of America
Bank of America
North Carolina
+$287M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$259M
4
Nordea Investment Management
Nordea Investment Management
Sweden
+$206M
5
State Street
State Street
Massachusetts
+$203M

Top Sellers

1
Macquarie Group
Macquarie Group
Australia
-$714M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$334M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$278M
4
Norges Bank
Norges Bank
Norway
-$242M
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$204M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
1101
BerganKDV Wealth Management
Minnesota
$2.03M +$629K +12,098 +45%
MFWM
1102
Motley Fool Wealth Management
Virginia
$2.03M +$314K +6,041 +18%
WP
1103
WealthPLAN Partners
Nebraska
$2.02M -$2.06M -40,167 -50%
HFBOT
1104
Home Federal Bank of Tennessee
Tennessee
$2.02M +$52.6K +1,011 +3%
RMDI
1105
R.M. Davis Inc
Maine
$2M -$1.87K -36 -0.1%
WA
1106
Wheatland Advisors
Pennsylvania
$2M +$5.25K +101 +0.3%
JIC
1107
Joel Isaacson & Co
New York
$2M +$64.7K +1,245 +3%
WIS
1108
Wright Investors Service
Connecticut
$1.98M -$1.01M -19,463 -34%
BRM
1109
Boston Research & Management
Massachusetts
$1.98M +$31.3K +603 +2%
BBI
1110
Baxter Bros Inc
Connecticut
$1.98M +$89.2K +1,715 +5%
MSS
1111
Mitchell Sinkler & Starr
Pennsylvania
$1.97M – – –
WA
1112
WBH Advisory
Maryland
$1.97M +$1.14M +21,873 +136%
QI
1113
Quotient Investors
New York
$1.97M -$1.08M -20,691 -35%
SMM
1114
Stadion Money Management
Georgia
$1.97M +$222K +4,272 +13%
DVM
1115
Dreman Value Management
Florida
$1.96M -$55.1K -1,061 -3%
SWA
1116
SFMG Wealth Advisors
Texas
$1.96M -$34.4K -662 -2%
BHBT
1117
Burke & Herbert Bank & Trust
Virginia
$1.95M -$68.2K -1,312 -3%
NIM
1118
Northeast Investment Management
Massachusetts
$1.95M +$236K +4,538 +14%
WOC
1119
West Oak Capital
California
$1.95M -$4.83K -93 -0.2%
Westfield Capital Management
1120
Westfield Capital Management
Massachusetts
$1.94M -$977K -18,800 -33%
RIM
1121
Regent Investment Management
Kentucky
$1.94M +$62.4K +1,200 +3%
BA
1122
Bristlecone Advisors
Washington
$1.93M +$214K +4,120 +12%
NJBEST
1123
New Jersey Better Educational Savings Trust
New Jersey
$1.92M +$156K +3,000 +9%
RWM
1124
RKL Wealth Management
Pennsylvania
$1.92M +$273K +5,259 +17%
BKA
1125
Brick & Kyle Associates
Pennsylvania
$1.91M +$20.9K +403 +1%
43 44
45
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