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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 %
BCM
1651
Blume Capital Management
California
$281K +$143K +3,050 +103%
HFS
1652
Haverford Financial Services
Pennsylvania
$280K -$74.4K -1,590 -21%
AW
1653
Alpha Windward
Massachusetts
$280K +$5.34K +114 +2%
SCA
1654
Stillwater Capital Advisors
Pennsylvania
$278K +$86.8K +1,853 +45%
IP
1655
Isthmus Partners
Wisconsin
$277K +$277K +5,919 New
SFA
1656
Sequoia Financial Advisors
Ohio
$276K -$1.71M -36,436 -86%
MMM
1657
Mendel Money Management
Illinois
$276K +$51.4K +1,100 +23%
NCM
1658
Noesis Capital Mangement
Florida
$274K +$68.4K +1,459 +33%
ACM
1659
Ativo Capital Management
Illinois
$273K -$70.2K -1,500 -20%
BC
1660
Banced Corp
Illinois
$271K +$57K +1,219 +27%
CAM
1661
Centre Asset Management
New York
$269K -$11.5M -246,430 -98%
DWM
1662
Dakota Wealth Management
Florida
$269K +$269K +5,766 New
AAC
1663
Asset Advisors Corp
Georgia
$268K – – –
VWM
1664
Vector Wealth Management
Minnesota
$262K +$10.5K +223 +4%
KAH
1665
Kathryn A. Hall
$262K +$262K +5,600 New
LWM
1666
LBA Wealth Management
Florida
$261K +$131K +2,800 +101%
RWM
1667
RKL Wealth Management
Pennsylvania
$259K – – –
WCM
1668
Weatherstone Capital Management
Colorado
$259K +$259K +5,544 New
VFP
1669
Verus Financial Partners
Virginia
$258K -$32.1K -685 -11%
AT
1670
Acadia Trust
Maine
$258K +$19.2K +411 +8%
WCMNY
1671
Westchester Capital Management (New York)
New York
$257K -$5.35M -114,400 -95%
Dodge & Cox
1672
Dodge & Cox
California
$257K -$168K -3,592 -40%
DT
1673
Diversified Trust
Tennessee
$255K +$255K +5,452 New
UFA
1674
US Financial Advisors
Massachusetts
$255K +$255K +5,460 New
WPW
1675
Waldron Private Wealth
Pennsylvania
$254K +$254K +5,430 New
65 66
67
68 69