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Verizon
VZ

Overview Fund Activity

1,702 hedge funds and large institutions have $131B invested in Verizon in 2014 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 894 increasing their positions, 572 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,702
Holders Change
-1
Holders Change %
-0.06%
% of All Funds
49.42%
Holding in Top 10
195
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+10.8%
% of All Funds
5.66%
New
82
Increased
894
Reduced
572
Closed
67
Calls
$1.06B
Puts
$1.5B
Net Calls
-$438M
Net Calls Change
-$420M

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$613M
2
BFA
BlackRock Fund Advisors
California
+$422M
3
OH
Orbis Holdings
Bermuda
+$340M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$256M
5
PI
Putnam Investments
Massachusetts
+$209M

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$2.07B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$799M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$466M
4
Ameriprise
Ameriprise
Minnesota
-$290M
5
Goldman Sachs
Goldman Sachs
New York
-$255M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
1301
WBH Advisory
Maryland
$910K -$13.9K -279 -2%
SFSIG
1302
San Francisco Sentry Investment Group
California
$905K +$64.1K +1,282 +8%
BDF
1303
Balasa Dinverno & Foltz
$905K +$80.2K +1,604 +10%
LCM
1304
Lucas Capital Management
New Jersey
$904K +$43.4K +867 +5%
MWP
1305
MYCIO Wealth Partners
Pennsylvania
$904K +$44K +880 +5%
AWA
1306
AmeriServ Wealth Advisors
Pennsylvania
$898K -$207K -4,146 -19%
YMRC
1307
Yorktown Management & Research Company
Virginia
$893K – – –
FIM
1308
Fruth Investment Management
Texas
$892K +$30K +600 +3%
ROTUOC
1309
Regents of the University of California
California
$887K – – –
HA
1310
Hamel Associates
New Jersey
$883K – – –
OAM
1311
Occidental Asset Management
California
$882K -$34.5K -691 -4%
P
1312
Pitcairn
Pennsylvania
$874K -$31K -619 -3%
FWP
1313
FAS Wealth Partners
Kansas
$874K +$198K +3,960 +29%
DIP
1314
DT Investment Partners
Pennsylvania
$868K +$181K +3,623 +26%
KTC
1315
Kistler-Tiffany Companies
Pennsylvania
$853K +$89.2K +1,784 +12%
LA
1316
Lynch & Associates
Indiana
$853K +$181K +3,627 +27%
MMG
1317
Monetary Management Group
Missouri
$852K -$115K -2,293 -12%
PVWM
1318
Point View Wealth Management
New Jersey
$846K -$43.5K -871 -5%
JWM
1319
Jacobus Wealth Management
Wisconsin
$841K +$10.4K +208 +1%
WCF
1320
West Coast Financial
California
$838K -$80.5K -1,610 -9%
KLWA
1321
Kelly Lawrence W & Associates
California
$838K -$5.5K -110 -0.7%
MHIM
1322
MacNealy Hoover Investment Management
Ohio
$831K -$8.15K -163 -1%
MDCM
1323
Morgan Dempsey Capital Management
Wisconsin
$830K +$50.7K +1,014 +7%
IMS
1324
Index Management Solutions
Pennsylvania
$830K +$129K +2,587 +18%
AWS
1325
Aris Wealth Services
Pennsylvania
$828K +$65.2K +1,305 +9%
51 52
53
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