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Verizon
VZ

Overview Fund Activity

1,789 hedge funds and large institutions have $127B invested in Verizon in 2015 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 845 increasing their positions, 686 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,789
Holders Change
-18
Holders Change %
-1%
% of All Funds
47.72%
Holding in Top 10
166
Holding in Top 10 Change
+33
Holding in Top 10 Change %
+24.81%
% of All Funds
4.43%
New
87
Increased
845
Reduced
686
Closed
85
Calls
$1.62B
Puts
$1.94B
Net Calls
-$320M
Net Calls Change
-$115M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$521M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$422M
3
Bank of America
Bank of America
North Carolina
+$378M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$375M
5
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$312M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$540M
2
LPU
Lansdowne Partners (UK)
United Kingdom
-$403M
3
State Street
State Street
Massachusetts
-$378M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$279M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$233M
Name Holding Trade Value Shares
Change 		Shares
Change %
FA
1401
FCG Advisors
New Jersey
$726K -$105K -2,151 -13%
FBP
1402
Flippin Bruce & Porter
Virginia
$726K – – –
HTHT
1403
Hemenway Trust Hemenway Trust
New Hampshire
$726K +$130K +2,683 +22%
JPMIA
1404
J.P. Marvel Investment Advisors
Massachusetts
$724K -$45.2K -930 -6%
REMPR
1405
Roof Eidam Maycock Peralta (REMP)
California
$724K -$11.7K -241 -2%
TCMG
1406
TSP Capital Management Group
New Jersey
$720K -$697K – –
WP
1407
WMS Partners
Maryland
$720K +$419K +8,629 +140%
BWM
1408
Baystate Wealth Management
Massachusetts
$718K +$88.2K +1,812 +14%
CCM
1409
Condor Capital Management
New Jersey
$704K +$355K +7,294 +102%
MHS
1410
M Holdings Securities
Oregon
$703K -$15.3K -315 -2%
FFA
1411
First Foundation Advisors
California
$702K +$254K +5,221 +57%
PL
1412
Plancorp LLC
Missouri
$701K +$320K +6,587 +84%
SCG
1413
Sonata Capital Group
Washington
$700K +$12.2K +250 +2%
AWA
1414
Arete Wealth Advisors
Illinois
$699K +$364K +7,471 +108%
OAM
1415
Occidental Asset Management
California
$697K -$7.34K -151 -1%
EWM
1416
Evermay Wealth Management
Virginia
$695K +$70.2K +1,443 +11%
SCM
1417
Stonehearth Capital Management
Massachusetts
$689K – – –
FHC
1418
First Heartland Consultants
Missouri
$685K -$74.7K -1,536 -10%
TCB
1419
Texas Capital Bancshares
Texas
$682K -$73.1K -1,505 -10%
FM
1420
Forward Management
California
$681K +$48.6K +1,000 +8%
CAG
1421
Crestwood Advisors Group
Massachusetts
$678K -$80K -1,645 -11%
GA
1422
GFS Advisors
Texas
$671K +$11.9K +245 +2%
SPC
1423
Stewart & Patten Company
California
$670K -$1.27K -26 -0.2%
RFS
1424
Rockefeller Financial Services
New York
$668K -$729K -15,003 -52%
SAS
1425
Spectrum Advisory Services
Georgia
$664K -$71.2K -1,464 -10%
55 56
57
58 59