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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 %
ADBIC
1426
A.D. Beadell Investment Counsel
Wisconsin
$659K -$31.6K -650 -5%
DAM
1427
Deltec Asset Management
New York
$657K – – –
NAM
1428
Needelman Asset Management
California
$654K -$3.65K -75 -0.6%
SFM
1429
Signet Financial Management
New Jersey
$649K +$327K +6,718 +101%
ANB
1430
Amarillo National Bank
Texas
$648K -$416K -8,565 -39%
IC
1431
InterOcean Capital
Illinois
$648K +$182K +3,734 +39%
LIM
1432
Loudon Investment Management
New Hampshire
$643K +$8.22K +169 +1%
BCM
1433
BTR Capital Management
California
$641K -$9.73K -200 -1%
YP
1434
Yellowstone Partners
Idaho
$635K +$46.2K +950 +8%
ACM
1435
Advent Capital Management
New York
$632K +$632K +13,000 New
SAM
1436
Security Asset Management
New York
$626K – – –
AWM
1437
AllSquare Wealth Management
New York
$625K -$2.53K -52 -0.4%
MCWS
1438
McKinley Carter Wealth Services
West Virginia
$624K +$164K +3,381 +36%
MSTVIM
1439
Messner & Smith Theme Value Investment Management
California
$622K +$622K +12,790 New
BIM
1440
Baldwin Investment Management
Pennsylvania
$621K – – –
TIA
1441
Tiemann Investment Advisors
California
$618K -$25.5K -525 -4%
SGK
1442
Steigerwald Gordon & Koch
Virginia
$616K +$24.8K +591 +4%
HCP
1443
Holt Capital Partners
Texas
$614K -$9.29K -191 -1%
SRSA
1444
S.R. Schill & Associates
Washington
$613K -$2.43K -50 -0.4%
EA
1445
Emerald Advisers
Pennsylvania
$608K -$536K -10,614 -47%
HIM
1446
Hutchens Investment Management
New Hampshire
$605K -$1.46M -30,000 -71%
MFS
1447
McNamara Financial Services
Massachusetts
$605K -$1.46M -30,000 -71%
MCM
1448
McRae Capital Management
New Jersey
$603K +$4.86K +100 +0.8%
Rafferty Asset Management
1449
Rafferty Asset Management
New York
$601K +$355K +7,296 +144%
DBIA
1450
Dumont & Blake Investment Advisors
New Jersey
$599K – – –
56 57
58
59 60