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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 %
WCM
1501
Windsor Capital Management
Arizona
$502K +$45.5K +935 +10%
GI
1502
Glovista Investments
New Jersey
$501K – – –
CFA
1503
Cahill Financial Advisors
Minnesota
$501K +$584 +12 +0.1%
HCM
1504
Hilton Capital Management
New York
$500K -$17.7K -357 -3%
SCM
1505
Sandler Capital Management
New York
$496K -$185K -3,800 -27%
PCMK
1506
Paragon Capital Management (Kansas)
Kansas
$492K +$89.2K +1,838 +22%
BLAM
1507
Bourne Lent Asset Management
New York
$492K +$492K +10,112 New
FC
1508
Financial Consulate
Maryland
$491K +$130K +2,676 +36%
ARMC
1509
American Research & Management Company
Massachusetts
$489K +$33.1K +681 +7%
LC
1510
Lourd Capital
California
$488K +$35.9K +738 +8%
UMA
1511
USA Mutuals Advisors
Texas
$486K +$486K +10,000 New
SAA
1512
Southeast Asset Advisors
Georgia
$485K +$12.1K +250 +3%
Fayez Sarofim & Co
1513
Fayez Sarofim & Co
Texas
$481K -$53.7K -1,105 -10%
LBC
1514
Lawrence B. Cohen
$478K -$225K -4,634 -32%
NEIRG
1515
New England Investment & Retirement Group
Massachusetts
$478K +$4.96K +102 +1%
QT
1516
Quantbot Technologies
New York
$477K +$477K +9,815 New
NEPPG
1517
New England Professional Planning Group
Rhode Island
$475K +$30K +598 +7%
SCA
1518
Strategic Capital Alternatives
United States
$475K +$475K +9,778 New
JCM
1519
Janney Capital Management
Pennsylvania
$471K +$3.26K +67 +0.7%
GIA
1520
Granite Investment Advisors
New Hampshire
$471K +$172K +3,540 +58%
OCM
1521
One Capital Management
California
$469K +$109K +2,247 +30%
IMOV
1522
Investment Management of Virginia
Virginia
$467K – – –
TWI
1523
Thomas White International
Illinois
$467K +$4.86K +100 +1%
MCA
1524
Mercer Capital Advisers
New Jersey
$465K +$972 +20 +0.2%
CMANY
1525
Capital Management Associates (New York)
New York
$464K -$7.3K -150 -2%
59 60
61
62 63