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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 %
HS
1476
HighVista Strategies
Massachusetts
$554K -$83.8K -1,723 -13%
CIM
1477
Calvert Investment Management
Maryland
$554K +$38.9K +800 +8%
FIG
1478
Fusion Investment Group
Pennsylvania
$554K +$384K +7,900 +226%
S
1479
SignatureFD
Georgia
$552K +$102K +2,108 +23%
JWA
1480
JFS Wealth Advisors
Pennsylvania
$551K +$42.9K +882 +8%
PSI
1481
Pinnacle Summer Investments
Virginia
$550K -$2.43M -50,195 -82%
BFC
1482
Blue Fin Capital
Rhode Island
$550K -$1.7K -35 -0.3%
AIC
1483
Atlantic Investment Company
Georgia
$550K – – –
RIA
1484
Regal Investment Advisors
Michigan
$550K +$45.8K +942 +9%
MPIA
1485
Mountain Pacific Investment Advisers
Idaho
$544K – – –
AWM
1486
Affinity Wealth Management
Delaware
$541K +$104K +2,130 +24%
BP
1487
Ballentine Partners
Massachusetts
$540K -$22.5K -462 -4%
ST
1488
Sabal Trust
Florida
$538K +$7.3K +150 +1%
CFA
1489
Capstone Financial Advisors
Illinois
$537K +$73.4K +1,510 +16%
PAA
1490
Peregrine Asset Advisers
Oregon
$535K -$2.82K -58 -0.5%
PAG
1491
Pinnacle Advisory Group
Maryland
$533K -$17K -350 -3%
DJSG
1492
D.J. St. Germain
Massachusetts
$533K +$96.6K +1,986 +22%
SMC
1493
Smith, Moore & Co
Missouri
$523K +$95.7K +1,969 +22%
EML
1494
Eos Management LP
New York
$522K – – –
VNA
1495
VNBTrust National Association
Virginia
$519K -$105K -2,157 -17%
SC
1496
Searle & Co
Connecticut
$516K – – –
IT
1497
Independence Trust
Tennessee
$515K +$48.6K +1,000 +10%
HC
1498
Highmount Capital
New York
$505K -$26.3K -540 -5%
NFG
1499
Nadler Financial Group
Illinois
$505K +$45K +926 +10%
VNA
1500
Valley National Advisers
Pennsylvania
$505K +$46K +945 +10%
58 59
60
61 62