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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 %
MIM
1226
Merit Investment Management
Delaware
$504K -$2.85M -57,997 -85%
FIM
1227
Fernwood Investment Management
Massachusetts
$504K +$504K +10,247 New
OC
1228
Oarsman Capital
Wisconsin
$493K +$27K +550 +6%
HCM
1229
Harvest Capital Management
New Hampshire
$492K -$6.87K -140 -1%
PCMK
1230
Paragon Capital Management (Kansas)
Kansas
$492K +$344 +7 +0.1%
NFG
1231
Nadler Financial Group
Illinois
$491K -$78.6K -1,599 -14%
LC
1232
Lubar & Co
Wisconsin
$491K +$5.01K +102 +1%
UMA
1233
USA Mutuals Advisors
Texas
$491K +$491K +10,000 New
NIMI
1234
Natixis Investment Managers International
France
$488K – – –
FA
1235
FCG Advisors
New Jersey
$487K +$107K +2,167 +28%
CFA
1236
Cahill Financial Advisors
Minnesota
$485K +$485K +9,865 New
SSWM
1237
Smith Salley Wealth Management
North Carolina
$483K +$145K +2,945 +43%
NEIRG
1238
New England Investment & Retirement Group
Massachusetts
$481K +$22.3K +454 +5%
CIC
1239
Chilton Investment Company
Connecticut
$481K +$481K +9,780 New
VNA
1240
VNBTrust National Association
Virginia
$480K -$4.91K -100 -1%
HL
1241
HeadInvest LLC
Maine
$470K -$16.1K -327 -3%
MCWS
1242
McKinley Carter Wealth Services
West Virginia
$470K -$295 -6 -0.1%
BFEC
1243
Benjamin F. Edwards & Company
Missouri
$469K +$43.4K +883 +10%
IF
1244
IRON Financial
Illinois
$469K +$469K +9,551 New
MAM
1245
Mastrapasqua Asset Management
Tennessee
$468K -$737 -15 -0.2%
IMOV
1246
Investment Management of Virginia
Virginia
$468K – – –
SSG
1247
Summit Securities Group
New York
$467K -$949K -19,300 -67%
DAC
1248
Dividend Assets Capital
South Carolina
$467K -$14.6K -296 -3%
PVWM
1249
Point View Wealth Management
New Jersey
$467K +$467K +9,505 New
NC
1250
NewSquare Capital
Pennsylvania
$464K +$30.8K +627 +7%
48 49
50
51 52