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Verizon
VZ

Overview Fund Activity

1,898 hedge funds and large institutions have $140B invested in Verizon in 2016 Q1 according to their latest regulatory filings, with 122 funds opening new positions, 898 increasing their positions, 731 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,898
Holders Change
+42
Holders Change %
+2.26%
% of All Funds
50.65%
Holding in Top 10
280
Holding in Top 10 Change
+112
Holding in Top 10 Change %
+66.67%
% of All Funds
7.47%
New
122
Increased
898
Reduced
731
Closed
59
Calls
$1.62B
Puts
$2.05B
Net Calls
-$426M
Net Calls Change
-$1.76B

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$13.5B
2
Capital World Investors
Capital World Investors
California
$4.3B
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$431M
4
Norges Bank
Norges Bank
Norway
$2.28B
5
Swiss National Bank
Swiss National Bank
Switzerland
$643M

Top Sellers

1
Franklin Resources
Franklin Resources
California
$950M
2
Capital Research Global Investors
Capital Research Global Investors
California
$9.08B
3
BA
BlackRock Advisors
Delaware
$839M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$2.17B
5
SAC
Smith Affiliated Capital
New York
$184M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWS
1701
Glassman Wealth Services
Virginia
$333K +$1.08K +20 +0.3%
CAM
1702
Chesapeake Asset Management
New York
$332K – – –
OAM
1703
Oberweis Asset Management
Illinois
$331K +$487 +9 +0.1%
CVM
1704
Cheviot Value Management
California
$328K – – –
DWM
1705
Dakota Wealth Management
Florida
$328K – – –
WA
1706
Waverly Advisors
Alabama
$327K -$71.3K -1,320 -18%
NFC
1707
Northeast Financial Consultants
Connecticut
$327K – – –
FAM
1708
Formidable Asset Management
Ohio
$326K -$10.1K -200 -3%
C
1709
CFO4Life
Texas
$326K +$326K +6,030 New
CGL
1710
Clarius Group LLC
Washington
$325K +$38K +702 +13%
FAT
1711
First American Trust
California
$323K +$323K +5,976 New
LD
1712
Lipe & Dalton
New York
$321K +$2.6K +48 +0.8%
CAAS
1713
Capital Asset Advisory Services
Michigan
$320K -$5.4K -100 -2%
BFG
1714
Bouchey Financial Group
New York
$320K +$162 +3 +0.1%
CAW
1715
Cornerstone Advisors (Washington)
Washington
$317K +$14.9K +276 +5%
DT
1716
Diversified Trust
Tennessee
$316K -$865 -16 -0.3%
LIA
1717
LBMC Investment Advisors
Tennessee
$316K +$2.87K +53 +0.9%
HCC
1718
Hirtle Callaghan & Co
Pennsylvania
$316K +$225K +4,142 +248%
Kovitz Investment Group Partners
1719
Kovitz Investment Group Partners
Illinois
$312K +$312K +5,766 New
LJHT
1720
Laurie J. Hall Trustee
$310K -$34.2K -677 -10%
EML
1721
Eos Management LP
New York
$310K – – –
OMC
1722
Overbrook Management Corp
New York
$309K – – –
AC
1723
Avenir Corporation
Virginia
$308K – – –
ST
1724
Sentinel Trust
Texas
$306K -$74.1K -1,368 -19%
AAC
1725
Asset Advisors Corp
Georgia
$303K – – –
67 68
69
70 71