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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 %
MWM
1551
Merriman Wealth Management
Washington
$675K +$414K +7,902 +158%
SC
1552
Searle & Co
Connecticut
$665K +$16K +300 +2%
FBP
1553
Flippin Bruce & Porter
Virginia
$663K +$24K +450 +4%
TW
1554
Transform Wealth
Colorado
$662K +$111K +2,074 +20%
PFGIA
1555
Patriot Financial Group Insurance Agency
Massachusetts
$661K +$661K +12,533 New
WI
1556
Wintrust Investments
Illinois
$660K -$18.1K -340 -3%
RA
1557
RFG Advisory
Alabama
$658K -$51 -1 -0%
IC
1558
InterOcean Capital
Illinois
$655K -$9.45K -177 -1%
BFC
1559
Blue Fin Capital
Rhode Island
$649K +$129K +2,420 +25%
MAM
1560
Mastrapasqua Asset Management
Tennessee
$647K +$133K +2,487 +26%
UBWV
1561
United Bank (West Virginia)
West Virginia
$646K +$8.93K +167 +1%
JFGLC
1562
Johnson Financial Group LLC (Colorado)
Colorado
$645K +$645K +12,092 New
FI
1563
FormulaFolio Investments
Michigan
$643K +$286K +5,363 +80%
AF
1564
Ally Financial
Michigan
$641K +$641K +12,000 New
FBC
1565
Fairfield, Bush & Co
Connecticut
$640K -$6.78K -127 -1%
GCA
1566
Guardian Capital Advisors
Ontario, Canada
$637K -$63.9K -1,169 -9%
AIM
1567
Advantage Investment Management
Iowa
$636K -$33.6K -629 -5%
AF
1568
Affiance Financial
Minnesota
$636K -$8.54K -160 -1%
HIM
1569
Hanlon Investment Management
New Jersey
$635K – – –
CFD
1570
Creative Financial Designs
Indiana
$635K +$635K +11,903 New
NG
1571
NatWest Group
United Kingdom
$631K -$54K -1,011 -8%
MAA
1572
Mraz Amerine & Associates
California
$631K -$42.1K -789 -6%
CCM
1573
CrestPoint Capital Management
Missouri
$630K -$80.1K -1,500 -11%
JWA
1574
JFS Wealth Advisors
Pennsylvania
$630K +$20.7K +388 +3%
MCA
1575
Mercer Capital Advisers
New Jersey
$629K +$1.12K +21 +0.2%
61 62
63
64 65