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Verizon
VZ

Overview Fund Activity

1,988 hedge funds and large institutions have $140B invested in Verizon in 2016 Q4 according to their latest regulatory filings, with 195 funds opening new positions, 830 increasing their positions, 808 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,988
Holders Change
+105
Holders Change %
+5.58%
% of All Funds
49.77%
Holding in Top 10
226
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+13%
% of All Funds
5.66%
New
195
Increased
830
Reduced
808
Closed
58
Calls
$2.65B
Puts
$2.12B
Net Calls
+$527M
Net Calls Change
-$338M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$394M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$388M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$373M
4
Asset Management One
Asset Management One
Japan
+$351M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$290M

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$808M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$482M
3
Boston Partners
Boston Partners
Massachusetts
-$462M
4
MTB
Mizuho Trust & Banking
Japan
-$346M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$225M
Name Holding Trade Value Shares
Change 		Shares
Change %
DBIA
1501
Dumont & Blake Investment Advisors
New Jersey
$804K -$6.14K -115 -0.8%
MIP
1502
Marietta Investment Partners
Wisconsin
$803K -$5.34K -100 -0.7%
MSTVIM
1503
Messner & Smith Theme Value Investment Management
California
$800K – – –
BFPW
1504
BOK Financial Private Wealth
Colorado
$799K -$171K -3,205 -18%
CCM
1505
Cribstone Capital Management
Maine
$794K -$88.5K -1,678 -10%
SRP
1506
Saddle Road Partners
Nebraska
$791K -$1.33M -21,358 -63%
TIA
1507
Tiemann Investment Advisors
California
$783K -$40K -750 -5%
BWP
1508
Baldwin Wealth Partners
Massachusetts
$774K +$38.1K +713 +5%
SRSA
1509
S.R. Schill & Associates
Washington
$765K +$47K +880 +7%
SQA
1510
Simon Quick Advisors
New Jersey
$763K +$763K +14,293 New
PBO
1511
Peoples Bank (Ohio)
Ohio
$759K +$6.29K +118 +0.8%
SP
1512
Sarasin & Partners
United Kingdom
$758K -$18.8K -353 -2%
BAM
1513
Boyar Asset Management
New York
$758K – – –
GA
1514
Greytown Advisors
Florida
$758K +$758K +14,186 New
GI
1515
Glovista Investments
New Jersey
$756K -$5.34K -100 -0.7%
CVM
1516
Cheviot Value Management
California
$756K +$485K +9,086 +179%
ADBIC
1517
A.D. Beadell Investment Counsel
Wisconsin
$749K – – –
ZCI
1518
Zevenbergen Capital Investments
Washington
$748K -$142K -2,650 -16%
SIM
1519
SSI Investment Management
California
$748K +$129K +2,434 +21%
ICM
1520
Ionic Capital Management
New York
$747K -$63.5K -1,190 -8%
PAWC
1521
P.A.W. Capital
Connecticut
$747K – – –
NAMA
1522
Nikko Asset Management Americas
New York
$747K +$90.7K +1,700 +14%
HBT
1523
Hills Bank & Trust
Iowa
$746K -$163K -3,060 -18%
FPB
1524
First PREMIER Bank
South Dakota
$746K -$37.2K -697 -5%
IIC
1525
Integrated Investment Consultants
Michigan
$733K +$53.4K +1,000 +8%
59 60
61
62 63