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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 %
PG
1526
Patten Group
Tennessee
$732K +$1.09K +22 +0.1%
CCM
1527
Condor Capital Management
New Jersey
$729K +$5.34K +100 +0.7%
MCWS
1528
McKinley Carter Wealth Services
West Virginia
$728K -$16.4K -307 -2%
AAM
1529
American Asset Management
Florida
$728K +$50.1K +939 +7%
KIA
1530
Kopp Investment Advisors
Minnesota
$725K -$46.4K -869 -6%
FCAG
1531
First Capital Advisors Group
New Jersey
$723K +$723K +13,538 New
ODCM
1532
Old Dominion Capital Management
Virginia
$722K -$14.2K -266 -2%
SCG
1533
Sonata Capital Group
Washington
$721K +$26.7K +500 +4%
SBL
1534
Sargent Bickham Lagudis
Colorado
$720K -$178K -3,331 -20%
PIM
1535
Progressive Investment Management
Oregon
$720K -$6.51K -122 -0.9%
KP
1536
Keel Point
Alabama
$719K -$117K -2,182 -14%
AWM
1537
Affinity Wealth Management
Delaware
$715K +$19.4K +364 +3%
CA
1538
Cornerstone Advisory
Maryland
$714K +$67.4K +1,263 +10%
RIA
1539
RPG Investment Advisory
California
$702K -$67.8K -1,271 -9%
WCM
1540
Windward Capital Management
California
$700K +$129K +2,426 +23%
CWA
1541
Cypress Wealth Advisors
California
$696K +$38K +712 +6%
OC
1542
Oakworth Capital
Alabama
$696K +$116K +2,325 +20%
TCMG
1543
TSP Capital Management Group
New Jersey
$691K -$683K – –
WCM
1544
Windsor Capital Management
Arizona
$688K -$13.4K -252 -2%
SAM
1545
Security Asset Management
New York
$687K – – –
Fayez Sarofim & Co
1546
Fayez Sarofim & Co
Texas
$687K +$52.3K +980 +8%
B
1547
Bridgeworth
Alabama
$684K +$684K +13,068 New
CFA
1548
Cahill Financial Advisors
Minnesota
$678K -$9.66K -181 -1%
PCM
1549
Princeton Capital Management
New Jersey
$676K +$52.9K +991 +8%
CNC
1550
Citizens & Northern Corp
Pennsylvania
$675K +$91.7K +1,718 +16%
60 61
62
63 64