VZ icon

Verizon
VZ

Overview Fund Activity

1,789 hedge funds and large institutions have $127B invested in Verizon in 2015 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 845 increasing their positions, 686 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,789
Holders Change
-18
Holders Change %
-1%
% of All Funds
47.72%
Holding in Top 10
166
Holding in Top 10 Change
+33
Holding in Top 10 Change %
+24.81%
% of All Funds
4.43%
New
87
Increased
845
Reduced
686
Closed
85
Calls
$1.62B
Puts
$1.94B
Net Calls
-$320M
Net Calls Change
-$115M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$521M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$422M
3
Bank of America
Bank of America
North Carolina
+$378M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$375M
5
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$312M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$540M
2
LPU
Lansdowne Partners (UK)
United Kingdom
-$403M
3
State Street
State Street
Massachusetts
-$378M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$279M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$233M
Name Holding Trade Value Shares
Change 		Shares
Change %
W
1226
Wealthfront
California
$1.25M +$789K +16,229 +173%
FC
1227
Forte Capital
New York
$1.24M -$68.2K -1,388 -5%
LCM
1228
Liberty Capital Management
Michigan
$1.23M -$810K -16,657 -40%
CCT
1229
Country Club Trust
Missouri
$1.23M -$5.11K -105 -0.4%
YIA
1230
YHB Investment Advisors
Connecticut
$1.22M +$122K +2,500 +11%
CI
1231
CAZ Investments
Texas
$1.22M +$34.9K +717 +3%
TWM
1232
Torch Wealth Management
Ohio
$1.21M +$77.8K +1,600 +7%
HA
1233
Hamel Associates
New Jersey
$1.21M +$350K +7,199 +41%
LSA
1234
L & S Advisors
California
$1.21M +$501K +10,306 +71%
FPA
1235
Fieldpoint Private Advisors
New York
$1.2M – – –
CWP
1236
Capital Wealth Planning
Florida
$1.2M -$530K -10,885 -31%
NPF
1237
Norris Perne & French
Michigan
$1.2M -$162K -3,331 -12%
SAM
1238
SignalPoint Asset Management
Missouri
$1.2M +$32.1K +659 +3%
LOAMS
1239
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.19M -$10M -204,929 -89%
SNBOSD
1240
Security National Bank of So Dak
Iowa
$1.19M +$101K +2,073 +9%
PGIM
1241
Pacific Global Investment Management
California
$1.19M -$129K -2,645 -10%
VIM
1242
Veritas Investment Management
United Kingdom
$1.19M +$182K +3,709 +18%
IP
1243
Investment Partners
Ohio
$1.18M -$9.35K -192 -0.8%
PIA
1244
Peachtree Investment Advisors
Georgia
$1.18M +$206K +4,228 +21%
GC
1245
Garde Capital
Washington
$1.17M +$28.4K +584 +2%
CCM
1246
Cutler Capital Management
Massachusetts
$1.17M -$151K -3,105 -11%
BCM
1247
Boyle Capital Management
Iowa
$1.16M +$841K +17,296 +262%
AWS
1248
Aris Wealth Services
Pennsylvania
$1.16M +$169K +3,469 +17%
CG
1249
Clinton Group
New York
$1.15M +$1.15M +23,732 New
HK
1250
Horizon Kinetics
New York
$1.15M -$379K -7,792 -25%
48 49
50
51 52