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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 %
LA
1526
Lucus Advisors
New York
$444K +$444K +9,496 New
NFG
1527
Nadler Financial Group
Illinois
$443K -$32.1K -685 -7%
AIS
1528
AlphaOne Investment Services
Pennsylvania
$443K +$36K +770 +9%
DLHL
1529
Donald L. Hagan LLC
Florida
$443K +$443K +9,466 New
MCWS
1530
McKinley Carter Wealth Services
West Virginia
$442K +$159K +3,389 +56%
CA
1531
Cambridge Advisors
Nebraska
$442K +$442K +9,439 New
W
1532
Wealthfront
California
$440K -$494K -10,549 -53%
WCM
1533
Windsor Capital Management
Arizona
$439K +$10.2K +218 +2%
ARMC
1534
American Research & Management Company
Massachusetts
$438K -$5.71K -122 -1%
CIC
1535
Cornercap Investment Counsel
Georgia
$438K +$438K +9,374 New
PIM
1536
Platinum Investment Management
Australia
$435K – – –
LC
1537
Lourd Capital
California
$435K +$435K +9,299 New
S
1538
SignatureFD
Georgia
$433K -$9.13K -195 -2%
ST
1539
Sageworth Trust
Pennsylvania
$433K +$433K +9,262 New
FFA
1540
First Foundation Advisors
California
$431K -$152K -3,247 -26%
BOK
1541
Bank of Kentucky
Kentucky
$429K +$76.4K +1,633 +22%
PAM
1542
Peak Asset Management
Colorado
$425K +$425K +9,076 New
SHGA
1543
Sand Hill Global Advisors
California
$422K -$76.8K -1,640 -15%
GWA
1544
Genesis Wealth Advisors
Massachusetts
$421K +$421K +8,566 New
PCM
1545
Perkins Capital Management
Minnesota
$421K – – –
DJSG
1546
D.J. St. Germain
Massachusetts
$420K +$36.8K +786 +10%
RP
1547
Rowlandmiller & Partners
Georgia
$420K +$420K +8,969 New
AWM
1548
Affinity Wealth Management
Delaware
$420K +$420K +8,984 New
MPWT
1549
MassMutual Private Wealth & Trust
Connecticut
$416K -$970K -20,733 -70%
CFG
1550
CKW Financial Group
Hawaii
$415K -$13.1K -280 -3%
60 61
62
63 64