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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
$1.08B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.87B
3
BA
BlackRock Advisors
Delaware
$876M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$1.9B
5
Capital International Investors
Capital International Investors
California
$409M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$4.88B
2
Norges Bank
Norges Bank
Norway
$798M
3
SAC
Smith Affiliated Capital
New York
$19.7M
4
LCG
Luxor Capital Group
New York
$0
5
PI
PGGM Investments
Netherlands
$100M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCG
1326
Chatham Capital Group
Georgia
$345K +$246 +5 +0.1%
SAA
1327
Southeast Asset Advisors
Georgia
$344K – – –
HR
1328
Howe & Rusling
New York
$344K +$13.3K +270 +4%
HH
1329
Hilltop Holdings
Texas
$344K +$93.7K +1,905 +37%
VWM
1330
Vector Wealth Management
Minnesota
$341K +$491 +10 +0.1%
SMU
1331
Signet Management USA
Virginia
$341K +$341K +6,944 New
HA
1332
Halsey Associates
Connecticut
$340K -$27.8K -566 -8%
SC
1333
Saybrook Capital
North Carolina
$340K -$5.64K -115 -2%
PWM
1334
Perigon Wealth Management
California
$338K +$338K +6,888 New
DIA
1335
Davidson Investment Advisors
Montana
$336K -$2.06M -42,110 -86%
AMM
1336
American Money Management
California
$336K +$336K +6,840 New
FNBOH
1337
First National Bank of Hutchinson
Kansas
$335K -$14.6K -296 -4%
CCA
1338
Conestoga Capital Advisors
Pennsylvania
$334K – – –
NERM
1339
New England Research & Management
Illinois
$334K +$334K +6,800 New
YP
1340
Yellowstone Partners
Idaho
$334K +$334K +6,805 New
ACM
1341
Ashford Capital Management
Delaware
$333K – – –
BIM
1342
Baldwin Investment Management
Pennsylvania
$333K – – –
NAP
1343
New Amsterdam Partners
New York
$330K -$27.5K -561 -8%
KS
1344
Karpas Strategies
Connecticut
$330K – – –
SG
1345
Somerset Group
Minnesota
$329K +$9.82K +200 +3%
HHGA
1346
Halbert Hargrove Global Advisors
California
$327K +$2.41K +49 +0.7%
HHAA
1347
Henry H. Armstrong Associates
Pennsylvania
$326K -$17.3K -353 -5%
BCM
1348
Becker Capital Management
Oregon
$324K -$107K -2,180 -25%
PCM
1349
Perkins Capital Management
Minnesota
$324K – – –
GD
1350
Grandfield & Dodd
New York
$323K -$8.5K -173 -3%
52 53
54
55 56