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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 %
NAM
1551
North American Management
Massachusetts
$414K -$4.68K -100 -1%
CAM
1552
CG Asset Management
New York
$414K – – –
Connor, Clark & Lunn Investment Management (CC&L)
1553
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$414K +$414K +8,851 New
GAM
1554
Garrison Asset Management
Arkansas
$413K – – –
SMC
1555
Smith, Moore & Co
Missouri
$411K +$116K +2,476 +39%
CL
1556
Croft-Leominster
Maryland
$410K +$2.62K +56 +0.6%
EAM
1557
Evanson Asset Management
California
$410K +$164K +3,504 +67%
VF
1558
Virtu Financial
New York
$408K -$86.6K -1,850 -18%
NEPPG
1559
New England Professional Planning Group
Rhode Island
$406K +$406K +8,855 New
BOS
1560
Bingham Osborn & Scarborough
California
$404K +$24.6K +527 +6%
HCC
1561
Hirtle Callaghan & Co
Pennsylvania
$398K – – –
AIM
1562
Avity Investment Management
Connecticut
$398K +$398K +8,500 New
WCA
1563
Westover Capital Advisors
Delaware
$393K -$18.3K -391 -4%
W
1564
Wealthquest
Ohio
$392K +$392K +8,382 New
RC
1565
Reik & Co
New York
$391K – – –
LI
1566
Lafayette Investments
Maryland
$389K – – –
PCMK
1567
Paragon Capital Management (Kansas)
Kansas
$388K -$18.3K -392 -5%
ALA
1568
Atherton Lane Advisers
California
$388K +$17.7K +378 +5%
LWM
1569
Lyons Wealth Management
Florida
$385K -$9.36K -200 -2%
HCM
1570
Harvest Capital Management
New Hampshire
$384K -$14K -300 -4%
NYLIM
1571
New York Life Investment Management
New York
$384K – – –
SFM
1572
Signature Financial Management
Virginia
$382K -$167K -3,590 -30%
CL
1573
CPWM LLC
Washington
$381K -$273K -5,848 -42%
WCM
1574
Weik Capital Management
Pennsylvania
$381K -$30.1K -644 -7%
VNB
1575
Valley National Bancorp
New York
$380K -$1.27K -27 -0.3%
61 62
63
64 65