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Verizon
VZ

Overview Fund Activity

1,702 hedge funds and large institutions have $131B invested in Verizon in 2014 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 894 increasing their positions, 572 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,702
Holders Change
-1
Holders Change %
-0.06%
% of All Funds
49.42%
Holding in Top 10
195
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+10.8%
% of All Funds
5.66%
New
82
Increased
894
Reduced
572
Closed
67
Calls
$1.06B
Puts
$1.5B
Net Calls
-$438M
Net Calls Change
-$420M

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$613M
2
BFA
BlackRock Fund Advisors
California
+$422M
3
OH
Orbis Holdings
Bermuda
+$340M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$256M
5
PI
Putnam Investments
Massachusetts
+$209M

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$2.07B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$799M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$466M
4
Ameriprise
Ameriprise
Minnesota
-$290M
5
Goldman Sachs
Goldman Sachs
New York
-$255M
Name Holding Trade Value Shares
Change 		Shares
Change %
BIM
1376
Baldwin Investment Management
Pennsylvania
$657K – – –
LIM
1377
Loudon Investment Management
New Hampshire
$652K +$652K +13,050 New
HCP
1378
Holt Capital Partners
Texas
$644K +$577K +11,531 +854%
GA
1379
GFS Advisors
Texas
$642K +$1K +20 +0.2%
PLFAM
1380
Pineno Levin & Ford Asset Management
Virginia
$638K – – –
SWA
1381
SFMG Wealth Advisors
Texas
$638K +$135K +2,703 +27%
VNA
1382
VNBTrust National Association
Virginia
$637K +$27.5K +550 +5%
UBWV
1383
United Bank (West Virginia)
West Virginia
$636K +$62.5K +1,250 +11%
BAM
1384
Boyar Asset Management
New York
$630K – – –
DAM
1385
Doheny Asset Management
California
$623K – – –
FFA
1386
First Foundation Advisors
California
$623K +$226K +4,529 +57%
DBIA
1387
Dumont & Blake Investment Advisors
New Jersey
$621K -$86.4K -1,730 -12%
IAA
1388
Ironsides Asset Advisors
North Carolina
$617K -$12.2K -244 -2%
PAG
1389
Pinnacle Advisory Group
Maryland
$617K +$14K +281 +2%
SIC
1390
Salem Investment Counselors
North Carolina
$616K – – –
AWM
1391
Altavista Wealth Management
North Carolina
$615K -$13.4K -268 -2%
LPC
1392
Loeb Partners Corp
New York
$608K -$55.7K -1,115 -8%
NC
1393
NewSquare Capital
Pennsylvania
$607K +$69.9K +1,397 +13%
HTHT
1394
Hemenway Trust Hemenway Trust
New Hampshire
$606K -$36K -721 -6%
EWM
1395
Evermay Wealth Management
Virginia
$606K +$22.1K +441 +4%
TRIM
1396
Thompson Rubinstein Investment Management
Oregon
$602K +$211K +4,220 +54%
PAM
1397
Premier Asset Management
Illinois
$600K +$195K +3,910 +48%
SFM
1398
Signature Financial Management
Virginia
$590K +$155K +3,090 +36%
FBC
1399
Fairfield, Bush & Co
Connecticut
$589K -$7.5K -150 -1%
ZTNA
1400
Zions Trust National Association
Utah
$584K – – –
54 55
56
57 58