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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 %
AT
1451
Argent Trust
Texas
$597K +$40.6K +835 +7%
MA
1452
MCF Advisors
Kentucky
$593K +$3.31K +68 +0.6%
AAM
1453
Aureus Asset Management
Massachusetts
$592K -$318K -6,543 -35%
LPC
1454
Loeb Partners Corp
New York
$591K – – –
AWM
1455
Altavista Wealth Management
North Carolina
$584K -$114K -2,336 -16%
TFF
1456
Timothy F. Fidgeon
$584K +$584K +12,021 New
SIC
1457
Salem Investment Counselors
North Carolina
$582K -$17.5K -360 -3%
BJL
1458
Brighton Jones LLC
Washington
$577K -$67.3K -1,383 -10%
HF
1459
Hoxton Financial
West Virginia
$576K +$34.5K +709 +6%
ZCI
1460
Zevenbergen Capital Investments
Washington
$575K +$9.73K +200 +2%
CPA
1461
Capital Planning Advisors
California
$575K +$37.5K +771 +7%
BAM
1462
Boyar Asset Management
New York
$574K – – –
BFPW
1463
BOK Financial Private Wealth
Colorado
$573K -$348K -7,161 -38%
LAIC
1464
Lederer & Associates Investment Counsel
California
$571K -$10.9K -225 -2%
CCG
1465
Chatham Capital Group
Georgia
$571K -$8.32K -171 -1%
HEIP
1466
Hudson Edge Investment Partners
New Jersey
$565K -$4.38K -90 -0.8%
HIM
1467
Hanlon Investment Management
New Jersey
$564K – – –
NMIFOAC
1468
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$564K – – –
CCB
1469
Cutter & Co Brokerage
Missouri
$561K -$476K -9,774 -46%
LWCFA
1470
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$561K +$97.2K +2,000 +21%
FBC
1471
Fairfield, Bush & Co
Connecticut
$560K -$12.7K -262 -2%
CASB
1472
Cape Ann Savings Bank
Massachusetts
$559K -$55.9K -1,150 -9%
WA
1473
Wealth Architects
California
$559K +$23.8K +490 +4%
UBWV
1474
United Bank (West Virginia)
West Virginia
$558K -$59.8K -1,233 -10%
WC
1475
Whitnell & Co
Illinois
$554K -$170K -3,500 -23%
57 58
59
60 61