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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 %
FWM
1601
Focused Wealth Management
New York
$589K -$27.9K -522 -5%
MCM
1602
Manchester Capital Management
Vermont
$584K -$26.4K -494 -4%
EI
1603
EDMP Inc
Florida
$579K – – –
SA
1604
Sicart Associates
New York
$579K +$579K +10,848 New
SWA
1605
Sutton Wealth Advisors
Florida
$579K -$42.8K -802 -7%
CAG
1606
Crestwood Advisors Group
Massachusetts
$578K -$7.96K -149 -1%
PCM
1607
Perkins Capital Management
Minnesota
$578K – – –
FC
1608
Financial Consulate
Maryland
$577K +$8K +150 +1%
JIP
1609
Jaffetilchin Investment Partners
Florida
$577K +$86.1K +1,614 +18%
AAM
1610
Aureus Asset Management
Massachusetts
$565K +$26.9K +503 +5%
PAS
1611
Park Avenue Securities
New York
$565K +$80K +1,466 +16%
BWFM
1612
Bridgewater Wealth & Financial Management
Maryland
$562K -$225K -4,227 -29%
VCM
1613
Versant Capital Management
Arizona
$562K -$17.4K -326 -3%
WA
1614
Wealth Architects
California
$562K -$8.65K -162 -2%
NFG
1615
Nadler Financial Group
Illinois
$561K -$37K -693 -6%
HEIP
1616
Hudson Edge Investment Partners
New Jersey
$559K -$1.87K -35 -0.3%
SCM
1617
Stellar Capital Management
Arizona
$559K +$559K +10,471 New
LSA
1618
L & S Advisors
California
$551K -$3.05M -57,058 -85%
JWM
1619
Jacobus Wealth Management
Wisconsin
$551K – – –
MLIC
1620
Mandatum Life Insurance Company
Finland
$551K +$75.6K +1,416 +16%
VNA
1621
VNBTrust National Association
Virginia
$549K -$9.87K -185 -2%
SAA
1622
Southeast Asset Advisors
Georgia
$548K – – –
GAM
1623
Garrison Asset Management
Arkansas
$548K +$1.76K +33 +0.3%
LC
1624
Lourd Capital
California
$547K -$78.7K -1,476 -13%
EDRH
1625
Edmond de Rothschild Holding
Switzerland
$546K -$120K -2,256 -18%
63 64
65
66 67