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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 %
HPIA
1226
Hamilton Point Investment Advisors
North Carolina
$1.23M +$40.5K +865 +3%
TNB
1227
Thomasville National Bank
Georgia
$1.23M -$43.7K -934 -3%
BBI
1228
Baxter Bros Inc
Connecticut
$1.23M -$34K -726 -3%
CWM
1229
Calamos Wealth Management
Illinois
$1.23M +$31.8K +680 +3%
VST
1230
Van Strum & Towne
California
$1.22M -$3.32K -71 -0.3%
SAM
1231
Strategy Asset Managers
California
$1.22M +$117K +2,496 +11%
NEPWA
1232
New England Private Wealth Advisors
Massachusetts
$1.22M +$65.6K +1,398 +6%
IIM
1233
Ipswich Investment Management
Massachusetts
$1.21M +$102K +2,175 +9%
LBG
1234
Lloyds Banking Group
United Kingdom
$1.21M -$3.07M -65,624 -72%
DIA
1235
Denver Investment Advisors
Colorado
$1.21M +$315K +6,734 +35%
PC
1236
Palo Capital
California
$1.21M +$1.21M +25,823 New
BHB
1237
Bank Hapoalim BM
Israel
$1.19M +$109K +2,338 +10%
CCT
1238
Country Club Trust
Missouri
$1.18M -$16.4K -350 -1%
NAMA
1239
Nikko Asset Management Americas
New York
$1.18M +$114K +2,400 +11%
WIS
1240
Wright Investors Service
Connecticut
$1.18M +$3.04K +65 +0.3%
AB
1241
AT Bancorp
Iowa
$1.17M +$468 +10 +0%
IAA
1242
Ironsides Asset Advisors
North Carolina
$1.16M +$585K +12,510 +101%
FPA
1243
Fieldpoint Private Advisors
New York
$1.16M -$7.72K -165 -0.7%
Koshinski Asset Management
1244
Koshinski Asset Management
Illinois
$1.16M +$1.16M +24,749 New
CFMC
1245
Curbstone Financial Management Corp
New Hampshire
$1.15M +$25.1K +537 +2%
Fuller & Thaler Asset Management
1246
Fuller & Thaler Asset Management
California
$1.15M -$117K -2,500 -9%
DDC
1247
Daniel Devine & Co
Florida
$1.15M +$1.15M +24,599 New
IP
1248
Investment Partners
Ohio
$1.15M +$1.15M +24,421 New
CI
1249
CAZ Investments
Texas
$1.14M +$1.14M +24,266 New
FWM
1250
Frontier Wealth Management
Missouri
$1.13M +$1.13M +24,211 New
48 49
50
51 52