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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 %
EHWM
1176
Eads & Heald Wealth Management
Georgia
$1.4M +$67.8K +1,449 +5%
SWM
1177
SVA Wealth Management
Wisconsin
$1.39M +$146K +3,126 +12%
GHA
1178
GW Henssler & Associates
Georgia
$1.39M +$55.8K +1,192 +4%
RCAG
1179
Rehmann Capital Advisory Group
Michigan
$1.38M +$151K +3,232 +12%
CCM
1180
Cohen Capital Management
California
$1.38M +$1.17M +25,000 +561%
KCPG
1181
Kavar Capital Partners Group
Kansas
$1.38M -$68.4K -1,462 -5%
WI
1182
Wedgewood Investors
Pennsylvania
$1.37M +$104K +2,220 +8%
DVM
1183
Dreman Value Management
Florida
$1.37M +$1.04M +22,269 +315%
HAG
1184
HighPoint Advisor Group
Illinois
$1.37M +$1.37M +27,650 New
ZCA
1185
Zeke Capital Advisors
Pennsylvania
$1.37M +$46.9K +1,003 +4%
BBNB
1186
Baker Boyer National Bank
Washington
$1.36M -$82.9K -1,772 -6%
EWM
1187
Endurance Wealth Management
Rhode Island
$1.35M -$935 -20 -0.1%
WCM
1188
Westend Capital Management
California
$1.35M -$1.05M -22,450 -44%
RFS
1189
Rockefeller Financial Services
New York
$1.35M +$13.1K +280 +1%
GIS
1190
Guardian Investor Services
New York
$1.34M -$32.4K -692 -2%
CCMW
1191
Cypress Capital Management (Wyoming)
Wyoming
$1.34M +$1.34M +28,668 New
CWM
1192
Confluence Wealth Management
Oregon
$1.34M -$1.26K -27 -0.1%
AUIM
1193
Aegon USA Investment Management
Iowa
$1.33M – – –
TIM
1194
Thompson Investment Management
Wisconsin
$1.33M -$8.14K -174 -0.6%
RGC
1195
Roberts, Glore & Co
Illinois
$1.32M +$71.4K +1,527 +6%
FMWA
1196
Forvis Mazars Wealth Advisors
Missouri
$1.32M +$262K +5,593 +25%
PRHC
1197
P.R. Herzig & Co
New York
$1.31M +$9.36K +200 +0.7%
AC
1198
Alexandria Capital
Virginia
$1.31M -$80.4K -1,719 -6%
TC
1199
Travelers Companies
Minnesota
$1.31M – – –
AF
1200
Aldebaran Financial
$1.31M +$199K +4,251 +18%
46 47
48
49 50