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Verizon
VZ

Overview Fund Activity

1,789 hedge funds and large institutions have $127B invested in Verizon in 2015 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 845 increasing their positions, 686 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,789
Holders Change
-18
Holders Change %
-1%
% of All Funds
47.72%
Holding in Top 10
166
Holding in Top 10 Change
+33
Holding in Top 10 Change %
+24.81%
% of All Funds
4.43%
New
87
Increased
845
Reduced
686
Closed
85
Calls
$1.62B
Puts
$1.94B
Net Calls
-$320M
Net Calls Change
-$115M

Top Buyers

1
Capital International Investors
Capital International Investors
California
$1.61B
2
Capital Research Global Investors
Capital Research Global Investors
California
$8.36B
3
Bank of America
Bank of America
North Carolina
$1.56B
4
Vanguard Group
Vanguard Group
Pennsylvania
$11.3B
5
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.78B

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.04B
2
LPU
Lansdowne Partners (UK)
United Kingdom
$12.1M
3
State Street
State Street
Massachusetts
$8.13B
4
Fidelity Investments
Fidelity Investments
Massachusetts
$3.18B
5
AllianceBernstein
AllianceBernstein
Tennessee
$567M
Name Holding Trade Value Shares
Change 		Shares
Change %
DIA
1601
Davidson Investment Advisors
Montana
$326K – – –
HCMNY
1602
Howard Capital Management (New York)
New York
$326K +$632 +13 +0.2%
BCM
1603
Blume Capital Management
California
$325K +$33.3K +684 +11%
WCM
1604
Weik Capital Management
Pennsylvania
$324K -$71.7K -1,475 -18%
FGA
1605
Flood Gamble Associates
New York
$324K – – –
LD
1606
Lipe & Dalton
New York
$323K -$44.1K -906 -12%
WCM
1607
Weatherstone Capital Management
Colorado
$323K +$49.4K +1,001 +18%
QC
1608
QCM Cayman
Texas
$323K +$323K +6,643 New
CAM
1609
Chesapeake Asset Management
New York
$320K – – –
CAW
1610
Cornerstone Advisors (Washington)
Washington
$320K – – –
BRA
1611
Bender Robert & Associates
California
$318K -$2.43K -50 -0.8%
IWA
1612
Inspirion Wealth Advisors
Illinois
$316K +$12.5K +257 +4%
CII
1613
Capital International Inc
California
$314K – – –
NCM
1614
Noesis Capital Mangement
Florida
$314K +$30K +617 +11%
SFS
1615
Summit Financial Strategies
Ohio
$309K +$4.33K +89 +1%
AB
1616
Atlas Brown
Kentucky
$308K +$146 +3 +0%
OAM
1617
Oberweis Asset Management
Illinois
$308K +$487 +10 +0.2%
LWM
1618
LBA Wealth Management
Florida
$306K +$35.2K +725 +13%
SFA
1619
Sequoia Financial Advisors
Ohio
$304K +$17.4K +358 +6%
VFP
1620
Verus Financial Partners
Virginia
$304K +$36.5K +752 +14%
CR
1621
Cooperatieve Rabobank
Netherlands
$303K +$303K +6,239 New
RWM
1622
RKL Wealth Management
Pennsylvania
$301K +$31.4K +645 +12%
RMSCM
1623
R.M. Sincerbeaux Capital Management
New York
$299K – – –
AW
1624
Alpha Windward
Massachusetts
$293K +$1.8K +37 +0.6%
MMM
1625
Mendel Money Management
Illinois
$290K +$3.26K +67 +1%
63 64
65
66 67