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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 %
CFA
1651
Capstone Financial Advisors
Illinois
$505K +$18.5K +347 +4%
MSU
1652
Mizuho Securities USA
New York
$504K -$1.14M -21,375 -69%
EMA
1653
Efficient Market Advisors
California
$504K -$191K -3,575 -27%
SFM
1654
Signature Financial Management
Virginia
$501K -$22.5K -421 -4%
PIM
1655
Parasol Investment Management
Illinois
$498K +$23K +431 +5%
PFBT
1656
Parkside Financial Bank & Trust
Missouri
$494K -$197K -3,692 -29%
HFA
1657
High Falls Advisors
New York
$494K -$2.78K -52 -0.6%
RFS
1658
Rockefeller Financial Services
New York
$494K +$10.7K +200 +2%
PFM
1659
Peak Financial Management
Massachusetts
$491K – – –
LWM
1660
LBA Wealth Management
Florida
$488K -$24.8K -465 -5%
BAM
1661
Brave Asset Management
New Jersey
$488K – – –
HPWM
1662
Highland Private Wealth Management
Washington
$487K +$43.3K +810 +10%
GRP
1663
Global Retirement Partners
California
$487K +$487K +9,126 New
LRPA
1664
L. Roy Papp & Associates
Arizona
$486K -$694 -13 -0.1%
BMCM
1665
Bryn Mawr Capital Management
Pennsylvania
$486K +$486K +9,106 New
CAS
1666
Cue Advisory Services
Arizona
$485K +$139K +2,610 +40%
PCTC
1667
Perkins Coie Trust Company
Washington
$481K +$25.8K +483 +6%
CFG
1668
CKW Financial Group
Hawaii
$473K – – –
AWA
1669
Arete Wealth Advisors
Illinois
$470K -$793K -14,836 -63%
ABTD
1670
Arvest Bank Trust Division
Oklahoma
$470K -$89.7K -1,681 -16%
OFW
1671
Omnia Family Wealth
Florida
$470K +$470K +8,803 New
SPC
1672
Stewart & Patten Company
California
$466K – – –
EM
1673
ELCO Management
New York
$465K -$3.21K -60 -0.7%
SIC
1674
Shoker Investment Counsel
Ohio
$464K +$4.59K +86 +1%
OCM
1675
One Capital Management
California
$462K +$10.4K +194 +2%
65 66
67
68 69