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Verizon
VZ

Overview Fund Activity

1,703 hedge funds and large institutions have $131B invested in Verizon in 2014 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 891 increasing their positions, 601 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,703
Holders Change
-35
Holders Change %
-2.01%
% of All Funds
48.98%
Holding in Top 10
176
Holding in Top 10 Change
-22
Holding in Top 10 Change %
-11.11%
% of All Funds
5.06%
New
86
Increased
891
Reduced
601
Closed
112
Calls
$1.03B
Puts
$1.04B
Net Calls
-$18.1M
Net Calls Change
-$262M

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$1.9B
2
American Century Companies
American Century Companies
Missouri
+$402M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$384M
4
Allianz Asset Management
Allianz Asset Management
Germany
+$364M
5
Capital World Investors
Capital World Investors
California
+$293M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
-$426M
2
Renaissance Technologies
Renaissance Technologies
New York
-$409M
3
Goldman Sachs
Goldman Sachs
New York
-$325M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$314M
5
AAM
Aberdeen Asset Management
United Kingdom
-$290M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFG
1326
SNS Financial Group
Minnesota
$707K +$256K +5,227 +57%
MC
1327
Mathes Company
New York
$706K -$156K -3,200 -18%
HC
1328
Highmount Capital
New York
$705K -$256K -5,247 -27%
LNC
1329
Lincoln National Corp
Pennsylvania
$702K +$9.54K +195 +1%
HCA
1330
Horan Capital Advisors
Ohio
$700K +$83K +1,698 +13%
ADBIC
1331
A.D. Beadell Investment Counsel
Wisconsin
$696K – – –
DBIA
1332
Dumont & Blake Investment Advisors
New Jersey
$693K – – –
MBT
1333
Montecito Bank & Trust
California
$691K +$152K +3,114 +28%
PAWC
1334
P.A.W. Capital
Connecticut
$685K – – –
IMS
1335
Index Management Solutions
Pennsylvania
$685K +$423K +8,650 +161%
BWM
1336
Baystate Wealth Management
Massachusetts
$678K -$20.5K -419 -3%
PC
1337
Pecaut & Co
Iowa
$675K +$675K +13,800 New
BSW
1338
Buckingham Strategic Wealth
Missouri
$674K -$12.3K -252 -2%
DIP
1339
DT Investment Partners
Pennsylvania
$672K +$87.4K +1,786 +15%
NAM
1340
Needelman Asset Management
California
$671K – – –
RHDIC
1341
R.H. Dinel Investment Counsel
California
$671K – – –
ACH
1342
ArrowMark Colorado Holdings
Colorado
$670K – – –
AC
1343
Avenir Corporation
Virginia
$670K +$670K +13,700 New
BHB
1344
Bank Hapoalim BM
Israel
$669K +$22.9K +468 +4%
TIA
1345
Tiemann Investment Advisors
California
$664K +$245 +5 +0%
Jacobs Levy Equity Management
1346
Jacobs Levy Equity Management
New Jersey
$663K -$13.3M -272,980 -95%
FWP
1347
FAS Wealth Partners
Kansas
$661K -$154K -3,151 -19%
BCM
1348
BTR Capital Management
California
$659K – – –
LA
1349
Lynch & Associates
Indiana
$657K +$51.4K +1,052 +8%
CL
1350
CPWM LLC
Washington
$654K +$10.8K +220 +2%
52 53
54
55 56