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Verizon
VZ

Overview Fund Activity

1,805 hedge funds and large institutions have $113B invested in Verizon in 2015 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 842 increasing their positions, 721 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,805
Holders Change
-8
Holders Change %
-0.44%
% of All Funds
50.45%
Holding in Top 10
176
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+17.33%
% of All Funds
4.92%
New
72
Increased
842
Reduced
721
Closed
63
Calls
$2.44B
Puts
$1.33B
Net Calls
+$1.11B
Net Calls Change
-$179M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$958M
2
ACM
Americafirst Capital Management
California
+$538M
3
Ameriprise
Ameriprise
Minnesota
+$218M
4
BA
BlackRock Advisors
Delaware
+$189M
5
AIM
abrdn Investment Management
United Kingdom
+$174M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$366M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$253M
3
Deutsche Bank
Deutsche Bank
Germany
-$199M
4
Goldman Sachs
Goldman Sachs
New York
-$180M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$168M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
1476
Wealth Architects
California
$494K -$92.7K -2,130 -16%
AAM
1477
Aureus Asset Management
Massachusetts
$493K +$11.3K +260 +2%
SPC
1478
Stewart & Patten Company
California
$491K -$39.1K -898 -7%
VNA
1479
Valley National Advisers
Pennsylvania
$490K +$38K +873 +8%
AIM
1480
Assured Investment Management
New York
$489K +$160K +3,685 +49%
WC
1481
Whitnell & Co
Illinois
$487K -$5.44K -125 -1%
CAG
1482
Crestwood Advisors Group
Massachusetts
$486K -$13.9K -320 -3%
BLAM
1483
Bourne Lent Asset Management
New York
$483K +$8.69K +200 +2%
MFS
1484
McNamara Financial Services
Massachusetts
$478K – – –
HIM
1485
Hutchens Investment Management
New Hampshire
$478K – – –
OCM
1486
One Capital Management
California
$478K +$27.9K +642 +6%
AWM
1487
Affinity Wealth Management
Delaware
$475K -$48.2K -1,108 -9%
SIC
1488
Salem Investment Counselors
North Carolina
$470K -$50.3K -1,166 -10%
HR
1489
Howe & Rusling
New York
$468K -$99.5K -2,285 -18%
SSG
1490
Summit Securities Group
New York
$466K -$318K -7,298 -41%
CASB
1491
Cape Ann Savings Bank
Massachusetts
$466K -$5.44K -125 -1%
FIM
1492
Freedom Investment Management
Connecticut
$462K +$396K +32,485 +605%
IT
1493
Independence Trust
Tennessee
$461K – – –
NFG
1494
Nadler Financial Group
Illinois
$460K +$9.22K +212 +2%
LBC
1495
Lawrence B. Cohen
$459K +$21.3K +490 +5%
FIG
1496
Fusion Investment Group
Pennsylvania
$458K -$48.9K -1,125 -10%
FM
1497
Forward Management
California
$455K -$155K -3,550 -25%
CFA
1498
Capstone Financial Advisors
Illinois
$454K -$282K -6,475 -38%
PCM
1499
Princeton Capital Management
New Jersey
$452K – – –
HCM
1500
Hilton Capital Management
New York
$450K +$10.9K +250 +2%
58 59
60
61 62