VZ icon

Verizon
VZ

Overview Fund Activity

1,702 hedge funds and large institutions have $131B invested in Verizon in 2014 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 894 increasing their positions, 572 reducing their positions, and 67 closing their positions.

Holders
1,702
Holders Change
-1
Holders Change %
-0.06%
% of All Funds
49.42%
Holding in Top 10
195
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+10.8%
% of All Funds
5.66%
New
82
Increased
894
Reduced
572
Closed
67
Calls
$1.06B
Puts
$1.5B
Net Calls
-$438M
Net Calls Change
-$420M

Top Buyers

1
Franklin Resources
1
Franklin Resources
California
$1.4B
2
BFA
2
BlackRock Fund Advisors
California
$2.51B
3
OH
3
Orbis Holdings
Bermuda
$341M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$10.8B
5
PI
5
Putnam Investments
Massachusetts
$475M

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$1.94B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$3.99B
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$2.69B
4
Ameriprise
4
Ameriprise
Minnesota
$1.73B
5
Goldman Sachs
5
Goldman Sachs
New York
$855M
Name Market Value Shares Shares
Change 		Shares
Change %
FA
1601
Financial Advantage
Maryland
$237K 4,738 – –
LJHT
1602
Laurie J. Hall Trustee
$236K 4,712 – –
BRWM
1603
B. Riley Wealth Management
Tennessee
$234K 4,699 +408 +10%
DWM
1604
Destination Wealth Management
California
$232K 4,639 -4,022 -46%
SMM
1605
Stadion Money Management
Georgia
$232K 4,642 +4,642 New
GIP
1606
Greatmark Investment Partners
Georgia
$231K 4,622 +300 +7%
NCMG
1607
NCM Capital Management Group
North Carolina
$230K 4,600 +1,000 +28%
BC
1608
Banced Corp
Illinois
$228K 4,573 +171 +4%
PCMI
1609
Paradigm Capital Management Inc
New York
$225K 4,491 – –
USGIU
1610
U.S. Global Investors (USGI)
Texas
$225K 4,500 – –
BBPWM
1611
Blue Bell Private Wealth Management
Pennsylvania
$225K 4,499 – –
CL
1612
CFS LLC
Oklahoma
$225K 4,505 +2,755 +157%
AL
1613
Aspiriant LLC
California
$225K 4,506 +4,506 New
WKA
1614
Wilson Kemp & Associates
Michigan
$224K 4,479 -8,063 -64%
LIM
1615
Lathrop Investment Management
Arkansas
$224K 4,480 -835 -16%
CCM
1616
Cohen Capital Management
California
$223K 4,458 – –
MIP
1617
Marietta Investment Partners
Wisconsin
$221K 4,422 – –
ZAM
1618
Zevin Asset Management
Massachusetts
$219K 4,375 +35 +0.8%
NCM
1619
Noesis Capital Mangement
Florida
$219K 4,388 +4,388 New
CAL
1620
Capital Advisors Ltd
Ohio
$218K 4,367 -1 -0%
LOCC
1621
Lombard Odier & Cie (Canada)
Quebec, Canada
$218K 4,365 +490 +13%
LCM
1622
LVM Capital Management
Michigan
$216K 4,326 -475 -10%
LIA
1623
LBMC Investment Advisors
Tennessee
$215K 4,299 +4,299 New
BHC
1624
Bowen Hanes & Co
Florida
$214K 4,275 – –
FNBOH
1625
First National Bank of Hutchinson
Kansas
$212K 4,229 – –
63 64
65
66 67