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Verizon
VZ

Overview Fund Activity

1,883 hedge funds and large institutions have $135B invested in Verizon in 2016 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 857 increasing their positions, 776 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,883
Holders Change
-31
Holders Change %
-1.62%
% of All Funds
50.32%
Holding in Top 10
200
Holding in Top 10 Change
-94
Holding in Top 10 Change %
-31.97%
% of All Funds
5.34%
New
74
Increased
857
Reduced
776
Closed
85
Calls
$2.69B
Puts
$1.83B
Net Calls
+$865M
Net Calls Change
+$984M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$352M
2
Bank of America
Bank of America
North Carolina
+$287M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$259M
4
Nordea Investment Management
Nordea Investment Management
Sweden
+$206M
5
State Street
State Street
Massachusetts
+$203M

Top Sellers

1
Macquarie Group
Macquarie Group
Australia
-$714M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$334M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$278M
4
Norges Bank
Norges Bank
Norway
-$242M
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$204M
Name Holding Trade Value Shares
Change 		Shares
Change %
KLWA
1426
Kelly Lawrence W & Associates
California
$842K -$16.6K -319 -2%
BCP
1427
Berkeley Capital Partners
Georgia
$834K +$88.2K +1,697 +12%
NAM
1428
Needelman Asset Management
California
$831K -$6.03K -116 -0.7%
CPIG
1429
Chicago Partners Investment Group
Illinois
$829K +$506K +9,741 +157%
LWCFA
1430
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$821K -$7.8K -150 -0.9%
SAMC
1431
Shinko Asset Management Company
Japan
$819K -$39.9K -767 -5%
HL
1432
HeadInvest LLC
Maine
$816K -$2.86K -57 -0.3%
KP
1433
Keel Point
Alabama
$813K +$379K +7,285 +87%
BWM
1434
Braver Wealth Management
Massachusetts
$809K -$17K -326 -2%
OAM
1435
Occidental Asset Management
California
$808K +$33.9K +652 +4%
SAMNY
1436
Samsung Asset Management (New York)
New York
$806K -$179K -3,450 -18%
TCM
1437
Telos Capital Management
California
$805K -$84.5K -1,625 -9%
LCM
1438
Lucas Capital Management
New Jersey
$803K -$109K -2,107 -12%
BP
1439
Ballentine Partners
Massachusetts
$802K -$124K -2,386 -13%
TIA
1440
Tiemann Investment Advisors
California
$801K – – –
GLI
1441
Guardian Life Insurance
New York
$792K -$1.72K -33 -0.2%
AWM
1442
AllSquare Wealth Management
New York
$791K +$33K +635 +4%
MHS
1443
M Holdings Securities
Oregon
$791K +$35.4K +681 +5%
ICM
1444
Ionic Capital Management
New York
$790K -$796K -15,310 -50%
VWA
1445
V Wealth Advisors
Kansas
$789K +$26.3K +507 +3%
DBIA
1446
Dumont & Blake Investment Advisors
New Jersey
$789K +$38K +730 +5%
MIP
1447
Marietta Investment Partners
Wisconsin
$787K +$46.8K +900 +6%
GA
1448
GFS Advisors
Texas
$784K +$257K +4,954 +49%
MSTVIM
1449
Messner & Smith Theme Value Investment Management
California
$779K – – –
BWFM
1450
Bridgewater Wealth & Financial Management
Maryland
$767K +$32.7K +630 +4%
56 57
58
59 60