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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 %
CCM
1126
CrestPoint Capital Management
Missouri
$1.63M +$276K +5,900 +20%
CCM
1127
Crossvault Capital Management
Texas
$1.62M -$3.51K -75 -0.2%
BFEC
1128
Benjamin F. Edwards & Company
Missouri
$1.62M +$115K +2,468 +8%
BHBT
1129
Burke & Herbert Bank & Trust
Virginia
$1.62M +$103K +2,210 +7%
CNFG
1130
Creegan & Nassoura Financial Group
New Hampshire
$1.62M +$1.62M +34,615 New
PFM
1131
PacWest Financial Management
Arizona
$1.62M +$189K +4,032 +13%
BSB
1132
Bangor Savings Bank
Maine
$1.62M +$123K +2,636 +8%
CIC
1133
Cincinnati Indemnity Company
Ohio
$1.61M – – –
IAM
1134
ICM Asset Management
Washington
$1.6M +$647K +13,825 +68%
CHJWM
1135
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.6M +$44.4K +949 +3%
FI
1136
FCM Investments
Texas
$1.6M – – –
FPFS
1137
First Personal Financial Services
North Carolina
$1.6M +$1.6M +34,157 New
DD
1138
Dominick & Dominick
New York
$1.58M +$7.72K +165 +0.5%
HAM
1139
Hillswick Asset Management
Connecticut
$1.58M +$1.58M +33,707 New
BKA
1140
Brick & Kyle Associates
Pennsylvania
$1.56M +$1.56M +33,423 New
CC
1141
Cognios Capital
Kansas
$1.56M +$49.2K +1,053 +3%
MCM
1142
Monarch Capital Management
Indiana
$1.56M +$79.1K +1,692 +5%
BCA
1143
Bray Capital Advisors
Florida
$1.54M +$1.54M +32,985 New
MCC
1144
Mid Continent Capital
Illinois
$1.54M -$258K -5,526 -14%
SWM
1145
Stockman Wealth Management
Montana
$1.54M +$1.54M +32,882 New
BCM
1146
Boltwood Capital Management
California
$1.53M -$2.34K -50 -0.2%
OPCM
1147
Osborne Partners Capital Management
California
$1.53M -$88K -1,882 -5%
TBNY
1148
Trustco Bank (New York)
New York
$1.53M +$9.4K +201 +0.6%
HCM
1149
Horrell Capital Management
Arkansas
$1.52M -$40.6K -867 -3%
MC
1150
Middleton & Co
Massachusetts
$1.52M +$323K +6,894 +27%
44 45
46
47 48