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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 %
ZCI
1476
Zevenbergen Capital Investments
Washington
$544K +$63.2K +1,350 +13%
NMIFOAC
1477
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$543K – – –
HIM
1478
Hanlon Investment Management
New Jersey
$542K +$241K +5,144 +80%
BP
1479
Ballentine Partners
Massachusetts
$541K -$2.67K -57 -0.5%
AT
1480
Argent Trust
Texas
$535K +$535K +11,443 New
BFC
1481
Blue Fin Capital
Rhode Island
$530K +$60.8K +1,300 +13%
AIC
1482
Atlantic Investment Company
Georgia
$530K +$530K +11,325 New
PAG
1483
Pinnacle Advisory Group
Maryland
$529K -$47.6K -1,019 -8%
MPIA
1484
Mountain Pacific Investment Advisers
Idaho
$524K +$168K +3,593 +47%
HF
1485
Hoxton Financial
West Virginia
$521K – – –
PAA
1486
Peregrine Asset Advisers
Oregon
$517K -$2.15K -46 -0.4%
CPA
1487
Capital Planning Advisors
California
$517K +$517K +11,047 New
Fayez Sarofim & Co
1488
Fayez Sarofim & Co
Texas
$515K – – –
NIT
1489
NumerixS Investment Technologies
British Columbia, Canada
$515K +$515K +11,000 New
WA
1490
Wealth Architects
California
$514K +$514K +10,995 New
RAM
1491
Riggs Asset Management
Pennsylvania
$511K -$4.03M -86,256 -89%
HC
1492
Highmount Capital
New York
$511K -$136K -2,915 -21%
DAC
1493
Dividend Assets Capital
South Carolina
$511K -$17.6K -376 -3%
ST
1494
Sabal Trust
Florida
$510K -$124K -2,653 -20%
LOCC
1495
Lombard Odier & Cie (Canada)
Quebec, Canada
$508K +$304K +6,500 +149%
EML
1496
Eos Management LP
New York
$502K – – –
WBG
1497
Wharton Business Group
Pennsylvania
$499K +$4.68K +100 +0.9%
SC
1498
Searle & Co
Connecticut
$497K +$497K +10,628 New
CIM
1499
Calvert Investment Management
Maryland
$496K +$28.1K +600 +6%
HCM
1500
Hilton Capital Management
New York
$489K +$8.43K +180 +2%
58 59
60
61 62