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Verizon
VZ

Overview Fund Activity

1,883 hedge funds and large institutions have $135B invested in Verizon in 2016 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 857 increasing their positions, 776 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,883
Holders Change
-31
Holders Change %
-1.62%
% of All Funds
50.32%
Holding in Top 10
200
Holding in Top 10 Change
-94
Holding in Top 10 Change %
-31.97%
% of All Funds
5.34%
New
74
Increased
857
Reduced
776
Closed
85
Calls
$2.69B
Puts
$1.83B
Net Calls
+$865M
Net Calls Change
+$984M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$13.7B
2
Bank of America
Bank of America
North Carolina
$3.4B
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.56B
4
Nordea Investment Management
Nordea Investment Management
Sweden
$1.24B
5
State Street
State Street
Massachusetts
$8.35B

Top Sellers

1
Macquarie Group
Macquarie Group
Australia
$744M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$3.24B
3
Capital Research Global Investors
Capital Research Global Investors
California
$7.82B
4
Norges Bank
Norges Bank
Norway
$1.62B
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$130M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCM
1551
Perkins Capital Management
Minnesota
$563K – – –
FFA
1552
First Foundation Advisors
California
$560K -$3.85K -74 -0.7%
RPG
1553
Risk Paradigm Group
Texas
$558K -$49.7K -957 -8%
GBBWRPM
1554
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$556K +$7.58K +146 +1%
WCM
1555
Windward Capital Management
California
$556K +$184K +3,534 +49%
WA
1556
Wealth Architects
California
$555K +$1.51K +29 +0.3%
FC
1557
Financial Consulate
Maryland
$554K – – –
IFS
1558
Ifrah Financial Services
Arkansas
$553K -$11.1K -213 -2%
FIB
1559
First Interstate Bank
Montana
$547K +$10.1K +195 +2%
HEIP
1560
Hudson Edge Investment Partners
New Jersey
$546K – – –
ABTD
1561
Arvest Bank Trust Division
Oklahoma
$545K +$136K +2,614 +33%
VNA
1562
VNBTrust National Association
Virginia
$544K +$4.99K +96 +0.9%
RC
1563
Reik & Co
New York
$542K +$41.1K +790 +8%
TW
1564
Transform Wealth
Colorado
$537K -$115K -2,218 -18%
JWM
1565
Jacobus Wealth Management
Wisconsin
$536K -$33K -635 -6%
EC
1566
Eachwin Capital
New York
$536K – – –
SAA
1567
Southeast Asset Advisors
Georgia
$534K +$61.4K +1,181 +13%
GAM
1568
Garrison Asset Management
Arkansas
$532K +$110K +2,125 +26%
PL
1569
Parkwood LLC
Ohio
$527K – – –
ICM
1570
IronBridge Capital Management
Illinois
$527K – – –
SFA
1571
Sequoia Financial Advisors
Ohio
$526K -$13.8K -266 -3%
IC
1572
Investment Counsel
Michigan
$524K +$29.4K +565 +6%
AAM
1573
Aureus Asset Management
Massachusetts
$524K +$258K +4,962 +97%
JPMIA
1574
J.P. Marvel Investment Advisors
Massachusetts
$520K -$141K -2,710 -21%
ACM
1575
Advent Capital Management
New York
$520K +$520K +10,000 New
61 62
63
64 65