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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 %
SFI
1376
SPC Financial Inc
Maryland
$1.14M -$118K -2,207 -9%
IIC
1377
Ironwood Investment Counsel
Arizona
$1.14M -$64.5K -1,209 -5%
CIAS
1378
Capital Investment Advisory Services
North Carolina
$1.14M +$1.14M +21,274 New
RCA
1379
Rowland Carmichael Advisors
Arizona
$1.13M -$90.1K -1,689 -7%
JSL
1380
JT Stratford LLC
Georgia
$1.12M +$1.12M +20,926 New
SMC
1381
Smith, Moore & Co
Missouri
$1.11M +$49.8K +934 +5%
BSWMG
1382
Barrington Strategic Wealth Management Group
Illinois
$1.11M -$20.6K -385 -2%
WCM
1383
Wunderlich Capital Managemnt
Tennessee
$1.11M -$1.12K -21 -0.1%
CL
1384
CSS LLC
Illinois
$1.11M – – –
FC
1385
Forte Capital
New York
$1.1M +$86.1K +1,614 +8%
OFS
1386
Orrstown Financial Services
Pennsylvania
$1.1M +$97.3K +1,950 +10%
SL
1387
Summitry LLC
California
$1.1M +$53.2K +997 +5%
PAM
1388
Premier Asset Management
Illinois
$1.1M +$53.7K +1,007 +5%
AFS
1389
Amtrust Financial Services
New York
$1.1M +$1.1M +20,515 New
CWM
1390
Circle Wealth Management
New Jersey
$1.07M +$1.07M +20,055 New
BHIA
1391
Birch Hill Investment Advisors
Massachusetts
$1.07M +$2.83K +53 +0.3%
PL
1392
Parthenon LLC
Kentucky
$1.07M +$27.5K +515 +3%
CWM
1393
Cornerstone Wealth Management
Missouri
$1.07M +$118K +2,167 +12%
CSA
1394
Cottage Street Advisors
Massachusetts
$1.06M -$567K -10,626 -35%
WI
1395
WBI Investments
New Jersey
$1.06M +$1.06M +19,898 New
WP
1396
Wedgewood Partners
Missouri
$1.06M +$47.5K +890 +5%
VNIM
1397
Vaughan Nelson Investment Management
Texas
$1.05M – – –
OAM
1398
Occidental Asset Management
California
$1.05M +$222K +4,156 +27%
MFW
1399
Mosaic Family Wealth
Missouri
$1.05M +$25.5K +477 +2%
IWM
1400
IHT Wealth Management
Illinois
$1.04M +$1.04M +19,060 New
54 55
56
57 58