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Verizon
VZ

Overview Fund Activity

1,789 hedge funds and large institutions have $127B invested in Verizon in 2015 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 845 increasing their positions, 686 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,789
Holders Change
-18
Holders Change %
-1%
% of All Funds
47.72%
Holding in Top 10
166
Holding in Top 10 Change
+33
Holding in Top 10 Change %
+24.81%
% of All Funds
4.43%
New
87
Increased
845
Reduced
686
Closed
85
Calls
$1.62B
Puts
$1.94B
Net Calls
-$320M
Net Calls Change
-$115M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$521M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$422M
3
Bank of America
Bank of America
North Carolina
+$378M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$375M
5
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$312M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$540M
2
LPU
Lansdowne Partners (UK)
United Kingdom
-$403M
3
State Street
State Street
Massachusetts
-$378M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$279M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$233M
Name Holding Trade Value Shares
Change 		Shares
Change %
TBNY
1151
Trustco Bank (New York)
New York
$1.52M -$62.8K -1,292 -4%
IWM
1152
Integrated Wealth Management
California
$1.52M +$1.52M +31,340 New
MCC
1153
Mid Continent Capital
Illinois
$1.52M -$80.8K -1,660 -5%
TTWM
1154
TCV Trust & Wealth Management
Virginia
$1.52M +$32.2K +662 +2%
MCM
1155
Monarch Capital Management
Indiana
$1.52M -$106K -2,185 -7%
NEPWA
1156
New England Private Wealth Advisors
Massachusetts
$1.52M +$274K +5,722 +22%
BB
1157
Bell Bank
North Dakota
$1.51M -$3.84K -79 -0.3%
CL
1158
CSS LLC
Illinois
$1.49M -$48.6K -1,000 -3%
UAS
1159
United Asset Strategies
New York
$1.49M -$322K -6,394 -18%
PMG
1160
ProVise Management Group
Florida
$1.49M +$458K +9,427 +44%
VIA
1161
Vident Investment Advisory
Georgia
$1.49M +$386K +7,942 +35%
PTCG
1162
Pring Turner Capital Group
California
$1.49M -$17K -350 -1%
OC
1163
Oarsman Capital
Wisconsin
$1.48M +$126K +2,581 +9%
PWM
1164
Perigon Wealth Management
California
$1.47M -$762K -15,666 -34%
RCM
1165
RNC Capital Management
California
$1.47M +$171K +3,509 +13%
GHA
1166
GW Henssler & Associates
Georgia
$1.47M +$23.4K +482 +2%
BST
1167
Bath Savings Trust
Maine
$1.46M +$131K +2,685 +10%
CSUI
1168
Cincinnati Specialty Underwriters Insurance
Ohio
$1.46M – – –
EWM
1169
Endurance Wealth Management
Rhode Island
$1.46M +$53.5K +1,100 +4%
ICM
1170
IMS Capital Management
Oregon
$1.46M +$94.7K +1,946 +7%
GWCM
1171
Godshalk Welsh Capital Management
Pennsylvania
$1.45M -$24.8K -510 -2%
CCM
1172
Cohen Capital Management
California
$1.45M +$12.2K +250 +0.8%
FMWA
1173
Forvis Mazars Wealth Advisors
Missouri
$1.43M +$56.1K +1,153 +4%
KCPG
1174
Kavar Capital Partners Group
Kansas
$1.43M -$5.11K -105 -0.4%
EWM
1175
Elite Wealth Management
Washington
$1.42M +$649K +13,359 +84%
45 46
47
48 49