VZ icon

Verizon
VZ

Overview Fund Activity

1,542 hedge funds and large institutions have $81.9B invested in Verizon in 2013 Q4 according to their latest regulatory filings, with 189 funds opening new positions, 617 increasing their positions, 580 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,542
Holders Change
+108
Holders Change %
+7.53%
% of All Funds
44.79%
Holding in Top 10
98
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+6.52%
% of All Funds
2.85%
New
189
Increased
617
Reduced
580
Closed
60
Calls
$1.08B
Puts
$1.2B
Net Calls
-$126M
Net Calls Change
-$298M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.08B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.87B
3
BA
BlackRock Advisors
Delaware
$876M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$1.9B
5
Capital International Investors
Capital International Investors
California
$409M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$4.88B
2
Norges Bank
Norges Bank
Norway
$798M
3
SAC
Smith Affiliated Capital
New York
$19.7M
4
LCG
Luxor Capital Group
New York
$0
5
PI
PGGM Investments
Netherlands
$100M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCM
1401
Tradewinds Capital Management
Washington
$260K +$260K +5,288 New
GAG
1402
GM Advisory Group
New York
$260K +$260K +5,292 New
ACP
1403
Aviance Capital Partners
Florida
$258K -$43.9K -892 -15%
PAG
1404
Pinnacle Advisory Group
Maryland
$258K -$21.8K -445 -8%
MC
1405
MSF Capital
New York
$257K +$257K +5,220 New
CB
1406
Cooke & Bieler
Pennsylvania
$254K +$8.07K +164 +3%
HT
1407
HighTower Trust
Texas
$253K +$2.7K +55 +1%
SCM
1408
Salem Capital Management
Massachusetts
$252K – – –
LIM
1409
Lathrop Investment Management
Arkansas
$250K – – –
Grantham, Mayo, Van Otterloo & Co (GMO)
1410
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$247K -$238K -4,830 -49%
NPPM
1411
North Point Portfolio Managers
Ohio
$246K -$54.1K -1,100 -18%
EEG
1412
E.E. Geduld
$246K – – –
KFA
1413
Kelleher Financial Advisors
New York
$246K – – –
AT
1414
Acadia Trust
Maine
$244K – – –
ECAM
1415
East Coast Asset Management
Massachusetts
$241K – – –
IUAM
1416
Itau USA Asset Management
New York
$241K – – –
LJHT
1417
Laurie J. Hall Trustee
$237K -$13.1K -267 -5%
SI
1418
Scout Investments
Missouri
$236K +$236K +4,801 New
OCM
1419
Oakwood Capital Management
California
$234K -$64.6K -1,315 -22%
MFW
1420
Meristem Family Wealth
Minnesota
$233K -$28.8K -585 -11%
AFIA
1421
America First Investment Advisors
Nebraska
$233K – – –
SNBOSCI
1422
Security National Bank of Sioux City Iowa
Iowa
$233K – – –
BCM
1423
Boyle Capital Management
Iowa
$233K – – –
GAM
1424
Garrison Asset Management
Arkansas
$229K +$2.07K +42 +0.9%
WA
1425
Winfield Associates
Ohio
$229K +$229K +4,650 New
55 56
57
58 59