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Verizon
VZ

Overview Fund Activity

1,789 hedge funds and large institutions have $127B invested in Verizon in 2015 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 845 increasing their positions, 686 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,789
Holders Change
-18
Holders Change %
-1%
% of All Funds
47.72%
Holding in Top 10
166
Holding in Top 10 Change
+33
Holding in Top 10 Change %
+24.81%
% of All Funds
4.43%
New
87
Increased
845
Reduced
686
Closed
85
Calls
$1.62B
Puts
$1.94B
Net Calls
-$320M
Net Calls Change
-$115M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$521M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$422M
3
Bank of America
Bank of America
North Carolina
+$378M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$375M
5
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$312M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$540M
2
LPU
Lansdowne Partners (UK)
United Kingdom
-$403M
3
State Street
State Street
Massachusetts
-$378M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$279M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$233M
Name Holding Trade Value Shares
Change 		Shares
Change %
LA
1326
Lynch & Associates
Indiana
$922K +$2.53K +52 +0.3%
PI
1327
Pettee Investors
Connecticut
$916K – – –
TAM
1328
Trust Asset Management
Texas
$906K – – –
PPCM
1329
Pillar Pacific Capital Management
California
$905K +$324K +6,659 +56%
HBT
1330
Hills Bank & Trust
Iowa
$903K -$69K -1,420 -7%
PL
1331
Parthenon LLC
Kentucky
$903K -$632 -13 -0.1%
CC
1332
Cadinha & Co
Hawaii
$903K – – –
MDCM
1333
Morgan Dempsey Capital Management
Wisconsin
$899K +$23.1K +475 +3%
GCIA
1334
Gabelli & Co Investment Advisers
New York
$898K -$1.27M -26,200 -59%
KA
1335
Kovack Advisors
Florida
$888K +$158K +3,243 +22%
GLI
1336
Guardian Life Insurance
New York
$884K -$266K -5,478 -23%
MWM
1337
Modera Wealth Management
New Jersey
$883K -$20.3K -417 -2%
KIA
1338
Kopp Investment Advisors
Minnesota
$882K +$1.36K +28 +0.2%
JIR
1339
James Investment Research
Ohio
$879K +$866K +17,800 +6,496%
PG
1340
Portola Group
California
$875K -$2.43K -50 -0.3%
SFSIG
1341
San Francisco Sentry Investment Group
California
$874K +$12.2K +250 +1%
GT
1342
Greenleaf Trust
Michigan
$873K +$75.1K +1,543 +9%
EWMCB
1343
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$869K +$44.7K +920 +5%
P
1344
Pitcairn
Pennsylvania
$868K -$9.34K -192 -1%
HW
1345
Hedeker Wealth
Illinois
$864K +$26.7K +533 +3%
DC
1346
Deschaine & Company
Illinois
$863K -$28.4K -583 -3%
ROTUOC
1347
Regents of the University of California
California
$862K – – –
Kayne Anderson Rudnick Investment Management
1348
Kayne Anderson Rudnick Investment Management
California
$857K +$200K +4,117 +30%
JPTCCM
1349
J.P. Turner & Co Capital Management
Georgia
$853K +$2.91K +60 +0.3%
PIM
1350
Progressive Investment Management
Oregon
$852K -$8.38M -172,372 -91%
52 53
54
55 56