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Verizon
VZ

Overview Fund Activity

1,988 hedge funds and large institutions have $140B invested in Verizon in 2016 Q4 according to their latest regulatory filings, with 195 funds opening new positions, 830 increasing their positions, 808 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,988
Holders Change
+105
Holders Change %
+5.58%
% of All Funds
49.77%
Holding in Top 10
226
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+13%
% of All Funds
5.66%
New
195
Increased
830
Reduced
808
Closed
58
Calls
$2.65B
Puts
$2.12B
Net Calls
+$527M
Net Calls Change
-$338M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$394M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$388M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$373M
4
Asset Management One
Asset Management One
Japan
+$351M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$290M

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$808M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$482M
3
Boston Partners
Boston Partners
Massachusetts
-$462M
4
MTB
Mizuho Trust & Banking
Japan
-$346M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$225M
Name Holding Trade Value Shares
Change 		Shares
Change %
AOWM
1301
Alpha Omega Wealth Management
Virginia
$1.39M +$1.36M +25,502 +4,603%
CNAM
1302
Campbell Newman Asset Management
Wisconsin
$1.39M – – –
CHJWM
1303
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.39M +$65.8K +1,232 +5%
PCA
1304
Peddock Capital Advisors
Massachusetts
$1.38M +$50.9K +953 +4%
SWM
1305
Stockman Wealth Management
Montana
$1.36M -$394K -7,386 -22%
AR
1306
Advisory Research
Illinois
$1.36M -$238K -4,450 -15%
BAM
1307
Berkshire Asset Management
Pennsylvania
$1.36M -$22.4K -419 -2%
FFC
1308
First Financial Corp
Indiana
$1.35M -$10.5K -196 -0.8%
LPC
1309
Loeb Partners Corp
New York
$1.34M +$267K +5,000 +25%
BTIS
1310
BB&T Investment Services
North Carolina
$1.34M +$1.34M +25,236 New
AWM
1311
Avior Wealth Management
Nebraska
$1.34M -$11.2K -209 -0.8%
GIM
1312
Groesbeck Investment Management
New Jersey
$1.34M -$483K -9,040 -27%
TIM
1313
Thompson Investment Management
Wisconsin
$1.33M -$114K -2,126 -8%
AFP
1314
Ausdal Financial Partners
Iowa
$1.32M +$44.1K +826 +3%
VST
1315
Van Strum & Towne
California
$1.32M -$6.09K -114 -0.5%
AF
1316
Allworth Financial
California
$1.31M -$2.19K -41 -0.2%
BA
1317
Bennicas & Associates
California
$1.3M -$5.34K -100 -0.4%
BWL
1318
Bogart Wealth LLC
Virginia
$1.3M +$1.3M +24,398 New
PGIM
1319
Pacific Global Investment Management
California
$1.3M -$4.96K -93 -0.4%
FMWA
1320
Forvis Mazars Wealth Advisors
Missouri
$1.3M +$32.7K +612 +3%
KFA
1321
Kelleher Financial Advisors
New York
$1.3M +$955K +17,900 +281%
BDF
1322
Balasa Dinverno & Foltz
$1.29M +$95K +1,780 +8%
AGM
1323
Alpine Global Management
New York
$1.29M +$1.29M +24,186 New
QCMC
1324
Quantum Capital Management (California)
California
$1.28M -$21K -393 -2%
Fisher Asset Management
1325
Fisher Asset Management
Washington
$1.28M -$235K -4,403 -16%
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