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Verizon
VZ

Overview Fund Activity

1,988 hedge funds and large institutions have $140B invested in Verizon in 2016 Q4 according to their latest regulatory filings, with 195 funds opening new positions, 830 increasing their positions, 808 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,988
Holders Change
+105
Holders Change %
+5.58%
% of All Funds
49.77%
Holding in Top 10
226
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+13%
% of All Funds
5.66%
New
195
Increased
830
Reduced
808
Closed
58
Calls
$2.65B
Puts
$2.12B
Net Calls
+$527M
Net Calls Change
-$338M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$394M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$388M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$373M
4
Asset Management One
Asset Management One
Japan
+$351M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$290M

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$808M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$482M
3
Boston Partners
Boston Partners
Massachusetts
-$462M
4
MTB
Mizuho Trust & Banking
Japan
-$346M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$225M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFA
1201
Carroll Financial Associates
North Carolina
$1.76M +$35K +656 +2%
CWM
1202
Concentric Wealth Management
California
$1.75M +$1.75M +32,822 New
OIM
1203
Orca Investment Management
Oregon
$1.75M +$30.8K +577 +2%
Two Sigma Investments
1204
Two Sigma Investments
New York
$1.75M -$181M -3,397,419 -99%
JWM
1205
Jackson Wealth Management
Florida
$1.74M -$18K -342 -1%
RWA
1206
River Wealth Advisors
Pennsylvania
$1.74M -$33.4K -626 -2%
CS
1207
Credential Securities
$1.74M -$51.9K -973 -3%
TB
1208
Terril Brothers
Missouri
$1.74M – – –
HIC
1209
Hartline Investment Corp
Illinois
$1.73M -$38.1K -713 -2%
SOAMC
1210
Spirit of America Management Corp
New York
$1.73M – – –
HIM
1211
Hutchens Investment Management
New Hampshire
$1.72M -$77.4K -1,451 -4%
LFAS
1212
Level Four Advisory Services
Texas
$1.71M +$1.71M +32,093 New
BCM
1213
Boltwood Capital Management
California
$1.71M -$26.7K -500 -2%
SAM
1214
Strategy Asset Managers
California
$1.7M +$41.2K +835 +2%
PWSG
1215
Pacific Wealth Strategies Group
California
$1.7M +$1.7M +31,830 New
MBA
1216
McQueen Ball & Associates
Pennsylvania
$1.7M -$25.1K -470 -1%
AAM
1217
AR Asset Management
California
$1.69M – – –
MWM
1218
Mission Wealth Management
California
$1.69M +$56.6K +1,061 +3%
PLFAM
1219
Pineno Levin & Ford Asset Management
Virginia
$1.68M – – –
Balyasny Asset Management
1220
Balyasny Asset Management
Illinois
$1.68M +$1.08M +20,202 +179%
SFG
1221
SevenBridge Financial Group
Pennsylvania
$1.68M – – –
WA
1222
WFG Advisors
Texas
$1.68M -$501K -9,377 -23%
OWD
1223
Osborn Williams & Donohoe
Ohio
$1.67M -$30.2K -565 -2%
MBT
1224
Monroe Bank & Trust
Michigan
$1.67M +$24.1K +451 +1%
WCF
1225
West Coast Financial
California
$1.67M -$110K -2,071 -6%
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