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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 %
KFS
1651
Kurt F. Somerville
$255K -$2.77K -57 -1%
WCA
1652
Westover Capital Advisors
Delaware
$254K -$154K -3,169 -38%
MC
1653
MSF Capital
New York
$254K +$78.8K +1,620 +45%
PGA
1654
Portland Global Advisors
Maine
$253K – – –
BFG
1655
Bouchey Financial Group
New York
$253K +$253K +5,203 New
LYV
1656
Live Your Vision
Pennsylvania
$253K +$253K +5,211 New
FAM
1657
Formidable Asset Management
Ohio
$251K +$5.87K +118 +2%
BRM
1658
Boston Research & Management
Massachusetts
$250K – – –
AAC
1659
Asset Advisors Corp
Georgia
$246K -$32.2K -663 -12%
NFC
1660
Northeast Financial Consultants
Connecticut
$245K – – –
CCM
1661
Canal Capital Management
Virginia
$245K – – –
TCM
1662
Tradewinds Capital Management
Washington
$244K +$8.87K +182 +4%
CB
1663
Cooke & Bieler
Pennsylvania
$243K – – –
NPPM
1664
North Point Portfolio Managers
Ohio
$243K – – –
AT
1665
Acadia Trust
Maine
$242K -$25.9K -535 -10%
CBOR
1666
Community Bank of Raymore
Missouri
$242K +$242K +4,972 New
BC
1667
Banced Corp
Illinois
$238K -$43.4K -894 -15%
WAM
1668
Winslow Asset Management
Ohio
$236K – – –
MFW
1669
Meristem Family Wealth
Minnesota
$236K +$3.8K +78 +2%
WFG
1670
Windsor Financial Group
Minnesota
$234K – – –
LIA
1671
LBMC Investment Advisors
Tennessee
$234K +$234K +4,814 New
FNBOH
1672
First National Bank of Hutchinson
Kansas
$230K – – –
FIM
1673
Freedom Investment Management
Connecticut
$229K +$12.1K +249 +6%
BRWM
1674
B. Riley Wealth Management
Tennessee
$228K +$38K +784 +20%
BCA
1675
Benchmark Capital Advisors
New York
$227K +$584 +12 +0.3%
65 66
67
68 69