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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 %
SWA
1201
SFMG Wealth Advisors
Texas
$560K +$24.2K +492 +5%
LSA
1202
L & S Advisors
California
$560K +$85.9K +1,747 +18%
ZTNA
1203
Zions Trust National Association
Utah
$559K -$4.92K -100 -0.9%
MBT
1204
Montecito Bank & Trust
California
$555K -$87.7K -1,783 -14%
HEIP
1205
Hudson Edge Investment Partners
New Jersey
$555K -$16.6K -338 -3%
ZCI
1206
Zevenbergen Capital Investments
Washington
$547K -$7.37K -150 -1%
HCMT
1207
Highland Capital Management (Tennessee)
Tennessee
$547K +$10.1K +205 +2%
SCA
1208
Secor Capital Advisors
New York
$541K +$541K +11,012 New
AWM
1209
Altavista Wealth Management
North Carolina
$539K +$10.6K +215 +2%
SCP
1210
Sandhill Capital Partners
New York
$537K +$18.8K +382 +4%
BFC
1211
Blue Fin Capital
Rhode Island
$537K +$537K +10,922 New
PAA
1212
Peregrine Asset Advisers
Oregon
$534K +$246 +5 +0%
HC
1213
Highmount Capital
New York
$532K -$2.46K -50 -0.5%
TRIM
1214
Thompson Rubinstein Investment Management
Oregon
$530K – – –
CAI
1215
Capital Advisors Inc
Oklahoma
$529K -$27K -550 -5%
HCM
1216
Hilton Capital Management
New York
$528K +$7.87K +160 +2%
MA
1217
MCF Advisors
Kentucky
$521K -$15.1K -318 -3%
RC
1218
Reik & Co
New York
$520K +$520K +10,580 New
IFS
1219
Ifrah Financial Services
Arkansas
$518K -$4.62K -94 -0.9%
PFM
1220
Parsec Financial Management
North Carolina
$515K +$77K +1,569 +18%
WA
1221
Waverly Advisors
Alabama
$514K +$315K +6,400 +158%
HCC
1222
Hirtle Callaghan & Co
Pennsylvania
$513K +$21.3K +433 +4%
BGA
1223
Belmont Global Advisors
Texas
$511K +$511K +10,400 New
SGK
1224
Steigerwald Gordon & Koch
Virginia
$506K +$3.78K +77 +0.8%
CAM
1225
CG Asset Management
New York
$506K +$506K +10,300 New
47 48
49
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