VZ icon

Verizon
VZ

Overview Fund Activity

1,807 hedge funds and large institutions have $123B invested in Verizon in 2014 Q4 according to their latest regulatory filings, with 201 funds opening new positions, 830 increasing their positions, 627 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,807
Holders Change
+105
Holders Change %
+6.17%
% of All Funds
48.23%
Holding in Top 10
133
Holding in Top 10 Change
-62
Holding in Top 10 Change %
-31.79%
% of All Funds
3.55%
New
201
Increased
830
Reduced
627
Closed
75
Calls
$1.2B
Puts
$1.41B
Net Calls
-$204M
Net Calls Change
+$233M

Top Buyers

1
LSV Asset Management
LSV Asset Management
Illinois
+$362M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$328M
3
SOMRS
State of Michigan Retirement System
Michigan
+$284M
4
State Street
State Street
Massachusetts
+$275M
5
Wells Fargo
Wells Fargo
California
+$263M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$412M
2
Bank of America
Bank of America
North Carolina
-$380M
3
Ameriprise
Ameriprise
Minnesota
-$328M
4
PC
Paulson & Co
New York
-$328M
5
OH
Orbis Holdings
Bermuda
-$296M
Name Holding Trade Value Shares
Change 		Shares
Change %
FBP
1401
Flippin Bruce & Porter
Virginia
$698K -$4.68K -100 -0.7%
SCP
1402
Sandhill Capital Partners
New York
$698K +$19K +406 +3%
WC
1403
Whitnell & Co
Illinois
$697K -$43.7K -933 -6%
TCMG
1404
TSP Capital Management Group
New Jersey
$697K -$747K – –
MIAN
1405
Mariner Independent Advisor Network
Kansas
$693K +$362K +7,735 +109%
MHS
1406
M Holdings Securities
Oregon
$691K +$53.6K +1,146 +8%
PAM
1407
Premier Asset Management
Illinois
$689K +$127K +2,727 +23%
TCM
1408
Telos Capital Management
California
$683K -$11.3K -242 -2%
MC
1409
Mathes Company
New York
$682K +$25.7K +550 +4%
FTI
1410
Fiduciary Trust International
Massachusetts
$680K +$842 +18 +0.1%
LSA
1411
L & S Advisors
California
$679K +$280K +5,972 +70%
OAM
1412
Occidental Asset Management
California
$678K -$148K -3,155 -18%
LBC
1413
Lawrence B. Cohen
$677K +$344K +7,342 +103%
SGA
1414
Strategic Global Advisors
California
$677K +$677K +14,482 New
AWM
1415
Altavista Wealth Management
North Carolina
$673K +$95.4K +2,032 +17%
SSG
1416
Summit Securities Group
New York
$669K -$2.15M -46,040 -76%
ADBIC
1417
A.D. Beadell Investment Counsel
Wisconsin
$665K – – –
NERM
1418
New England Research & Management
Illinois
$664K +$409K +8,750 +161%
SCM
1419
Stonehearth Capital Management
Massachusetts
$663K +$663K +14,180 New
SCG
1420
Sonata Capital Group
Washington
$661K +$661K +14,137 New
1GA
1421
1st Global Advisors
Texas
$660K +$4.87K +104 +0.7%
TRIM
1422
Thompson Rubinstein Investment Management
Oregon
$657K +$93.6K +2,000 +17%
MMPW
1423
Mitchell McLeod Pugh & Williams
Alabama
$656K +$656K +14,033 New
SCM
1424
Sandler Capital Management
New York
$655K -$16.7M -358,000 -96%
PAWC
1425
P.A.W. Capital
Connecticut
$655K – – –
55 56
57
58 59