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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 %
LA
1251
LVW Advisors
New York
$1.13M +$1.13M +24,208 New
ACS
1252
Archford Capital Strategies
Illinois
$1.13M +$3.27K +70 +0.3%
BTNA
1253
Bremer Trust National Association
Minnesota
$1.12M +$13.4K +286 +1%
SAM
1254
SignalPoint Asset Management
Missouri
$1.12M +$213K +4,555 +24%
GLI
1255
Guardian Life Insurance
New York
$1.11M +$3.51K +75 +0.3%
MCM
1256
Manchester Capital Management
Vermont
$1.11M +$60.9K +1,302 +6%
WA
1257
WESPAC Advisors
California
$1.1M +$338K +7,218 +44%
GC
1258
Garde Capital
Washington
$1.1M +$1.1M +23,521 New
MBT
1259
Montecito Bank & Trust
California
$1.1M +$331K +7,089 +43%
TWM
1260
Torch Wealth Management
Ohio
$1.09M +$24.9K +532 +2%
AWA
1261
AmeriServ Wealth Advisors
Pennsylvania
$1.09M +$249K +5,328 +30%
TI
1262
Trexquant Investment
Connecticut
$1.09M +$1.09M +23,300 New
ICM
1263
IronBridge Capital Management
Illinois
$1.09M – – –
SFI
1264
SPC Financial Inc
Maryland
$1.09M -$71.5K -1,529 -6%
BAM
1265
Berkshire Asset Management
Pennsylvania
$1.09M +$201K +4,290 +23%
HIM
1266
Hillsdale Investment Management
Ontario, Canada
$1.08M +$893K +19,100 +478%
PCA
1267
Peddock Capital Advisors
Massachusetts
$1.08M -$13.6K -291 -1%
BHIA
1268
Birch Hill Investment Advisors
Massachusetts
$1.07M -$178K -3,798 -14%
ECM
1269
EagleClaw Capital Management
Massachusetts
$1.07M – – –
RMDI
1270
R.M. Davis Inc
Maine
$1.07M +$6.51K +139 +0.6%
CK
1271
Cohen Klingenstein
New York
$1.07M – – –
PFBT
1272
Parkside Financial Bank & Trust
Missouri
$1.07M -$102K -2,171 -9%
EA
1273
Emerald Advisers
Pennsylvania
$1.06M -$10.7K -228 -1%
VIA
1274
Vident Investment Advisory
Georgia
$1.06M +$1.06M +22,653 New
YIA
1275
YHB Investment Advisors
Connecticut
$1.06M +$12.6K +270 +1%
49 50
51
52 53