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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 %
LPC
1301
Loeb Partners Corp
New York
$383K – – –
JPMIA
1302
J.P. Marvel Investment Advisors
Massachusetts
$378K – – –
S
1303
SignatureFD
Georgia
$375K +$10.4K +211 +3%
MPIA
1304
Mountain Pacific Investment Advisers
Idaho
$374K +$4.92K +100 +1%
CPA
1305
Cowen Prime Advisors
New York
$372K -$5.47K -111 -1%
BC
1306
Brookfield Corp
Ontario, Canada
$369K – – –
PCM
1307
Palisade Capital Management
New Jersey
$367K -$152K -3,100 -29%
BCM
1308
Beck Capital Management
Texas
$367K +$367K +7,694 New
JWA
1309
JFS Wealth Advisors
Pennsylvania
$363K -$102K -2,068 -22%
WCM
1310
Weik Capital Management
Pennsylvania
$363K -$17.2K -350 -5%
BAM
1311
Brave Asset Management
New Jersey
$362K +$362K +7,374 New
KB
1312
Kimelman & Baird
New York
$360K -$3.44K -70 -0.9%
BP
1313
Ballentine Partners
Massachusetts
$360K +$5.89K +120 +2%
CCM
1314
Condor Capital Management
New Jersey
$360K +$73.6K +1,497 +26%
GWM
1315
Greenwich Wealth Management
Connecticut
$360K +$136K +2,775 +61%
SFM
1316
Signature Financial Management
Virginia
$359K +$25.6K +522 +8%
BSWMG
1317
Barrington Strategic Wealth Management Group
Illinois
$358K -$73.7K -1,500 -17%
ALA
1318
Atherton Lane Advisers
California
$354K -$19.9K -404 -5%
RAM
1319
Riggs Asset Management
Pennsylvania
$354K +$354K +7,201 New
SCM
1320
Sterneck Capital Management
Missouri
$353K +$98.3K +2,000 +39%
ACA
1321
Anchor Capital Advisors
Massachusetts
$352K -$1.48M -30,088 -81%
PAMG
1322
Patton Albertson Miller Group
Tennessee
$352K -$3.44K -70 -1%
TAM
1323
Trillium Asset Management
Massachusetts
$348K -$63K -1,284 -15%
DMC
1324
Drexel Morgan & Co
Pennsylvania
$346K -$122K -2,485 -26%
SAM
1325
Summit Asset Management
Tennessee
$345K +$246 +5 +0.1%
51 52
53
54 55