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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 %
CHP
1601
Cable Hill Partners
Oregon
$341K +$341K +7,277 New
PFA
1602
Paradigm Financial Advisors
Missouri
$340K – – –
KS
1603
Karpas Strategies
Connecticut
$338K – – –
KA
1604
KLCM Advisors
Wisconsin
$337K +$75.1K +1,603 +29%
CCM
1605
Condor Capital Management
New Jersey
$336K -$19.4K -414 -5%
KFA
1606
Kelleher Financial Advisors
New York
$336K -$3.13K -67 -0.9%
HA
1607
Halsey Associates
Connecticut
$336K – – –
DMC
1608
Drexel Morgan & Co
Pennsylvania
$332K – – –
CA
1609
Capital Advantage
California
$330K +$29.6K +634 +10%
JIP
1610
Jaffetilchin Investment Partners
Florida
$327K -$317K -6,756 -49%
POA
1611
Pergamon Offshore Advisors
New York
$327K +$327K +6,985 New
WIL
1612
Winifred I. Li
$326K -$89.9K -1,922 -22%
MIS
1613
Morningstar Investment Services
Illinois
$325K – – –
AWA
1614
Arete Wealth Advisors
Illinois
$323K -$4.69K -100 -1%
BWA
1615
Burt Wealth Advisors
Maryland
$323K +$323K +6,908 New
FC
1616
FCA Corp
Texas
$322K +$131K +2,803 +69%
RCG
1617
Ruane, Cunniff & Goldfarb
New York
$320K -$12.7K -272 -4%
SGC
1618
South Georgia Capital
Illinois
$318K – – –
ACM
1619
Ashford Capital Management
Delaware
$317K – – –
MHIC
1620
Marble Harbor Investment Counsel
Massachusetts
$316K -$3.65K -78 -1%
AIA
1621
AIMZ Investment Advisors
California
$316K +$316K +6,745 New
TAM
1622
Thornmark Asset Management
Ontario, Canada
$315K -$129K -2,770 -29%
DIA
1623
Davidson Investment Advisors
Montana
$314K -$2.31M -49,518 -88%
SL
1624
Summitry LLC
California
$314K -$88.3K -1,888 -22%
HCMNY
1625
Howard Capital Management (New York)
New York
$313K – – –
63 64
65
66 67