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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 %
ECAM
1676
East Coast Asset Management
Massachusetts
$253K – – –
PAS
1677
Partnervest Advisory Services
California
$251K +$12.4K +266 +5%
KFS
1678
Kurt F. Somerville
$247K – – –
RIG
1679
Renaissance Investment Group
Massachusetts
$245K -$18.2K -390 -7%
PGA
1680
Portland Global Advisors
Maine
$243K +$243K +5,202 New
BRM
1681
Boston Research & Management
Massachusetts
$241K -$1.26K -27 -0.5%
UBV
1682
United Bank (Virginia)
Virginia
$241K +$241K +5,142 New
PCM
1683
Prelude Capital Management
New York
$240K +$77.3K +1,656 +48%
JWM
1684
Jackson Wealth Management
Florida
$240K +$240K +5,122 New
AAS
1685
Annex Advisory Services
Wisconsin
$239K -$10.9K -234 -4%
Rafferty Asset Management
1686
Rafferty Asset Management
New York
$237K -$189K -4,044 -44%
NGA
1687
Naples Global Advisors
Florida
$237K +$15.6K +334 +7%
NFC
1688
Northeast Financial Consultants
Connecticut
$236K +$236K +5,047 New
CCM
1689
Canal Capital Management
Virginia
$235K +$235K +5,043 New
CB
1690
Cooke & Bieler
Pennsylvania
$234K – – –
NPPM
1691
North Point Portfolio Managers
Ohio
$234K – – –
GAG
1692
GM Advisory Group
New York
$232K -$23.7K -506 -9%
FAM
1693
Formidable Asset Management
Ohio
$231K – – –
HP
1694
HT Partners
Connecticut
$230K – – –
SCP
1695
Syntal Capital Partners
Texas
$228K +$559 +12 +0.2%
WAM
1696
Winslow Asset Management
Ohio
$227K – – –
TCM
1697
Tradewinds Capital Management
Washington
$226K -$5.95K -127 -3%
CL
1698
CFS LLC
Oklahoma
$226K +$15.3K +326 +7%
WFG
1699
Windsor Financial Group
Minnesota
$225K – – –
ABTD
1700
Arvest Bank Trust Division
Oklahoma
$223K -$18.6K -367 -8%
66 67
68
69 70