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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 %
MWM
1351
Modera Wealth Management
New Jersey
$1.21M -$126K -2,353 -9%
BOC
1352
Barbara Oil Co
Illinois
$1.2M – – –
FHAM
1353
Folger Hill Asset Management
New York
$1.2M +$1.2M +22,483 New
PP
1354
PagnatoKarp Partners
Virginia
$1.19M +$1.19M +22,370 New
WIP
1355
Wellesley Investment Partners
Massachusetts
$1.19M +$85.1K +1,594 +8%
Capstone Investment Advisors
1356
Capstone Investment Advisors
New York
$1.19M +$554K +10,375 +87%
UAS
1357
United Asset Strategies
New York
$1.19M -$3.52K -66 -0.3%
PIA
1358
Peachtree Investment Advisors
Georgia
$1.18M -$256K -4,803 -18%
ADL
1359
Asset Dedication LLC
California
$1.18M +$210K +3,983 +22%
SG
1360
Somerset Group
Minnesota
$1.17M -$60.1K -1,125 -5%
NC
1361
NewSquare Capital
Pennsylvania
$1.17M +$52K +975 +5%
JGIA
1362
Jackson Grant Investment Advisers
Connecticut
$1.17M +$20.8K +389 +2%
NB
1363
Nicolet Bankshares
Wisconsin
$1.17M +$14.6K +273 +1%
BVDMP
1364
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$1.16M – – –
HCM
1365
Huber Capital Management
California
$1.16M – – –
LWM
1366
Lyons Wealth Management
Florida
$1.16M +$9.14K +171 +0.8%
TNAM
1367
Terra Nova Asset Management
New York
$1.16M +$76.6K +1,435 +7%
PAG
1368
Private Advisory Group
Washington
$1.16M +$1.16M +21,797 New
GLA
1369
Good Life Advisors
Pennsylvania
$1.16M +$1.16M +22,334 New
CWP
1370
Capital Wealth Planning
Florida
$1.16M -$1.16M -21,746 -50%
MCM
1371
Monarch Capital Management
Indiana
$1.16M -$32.8K -614 -3%
SJIM
1372
St. Johns Investment Management
Florida
$1.15M -$26.6K -499 -2%
BCM
1373
Birmingham Capital Management
Alabama
$1.15M +$50.7K +950 +5%
KTC
1374
Kistler-Tiffany Companies
Pennsylvania
$1.15M +$26.1K +488 +2%
ARMT
1375
Amica Retiree Medical Trust
Rhode Island
$1.14M – – –
53 54
55
56 57