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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 %
IMS
1726
Index Management Solutions
Pennsylvania
$127K -$62.5K -1,280 -33%
GWS
1727
Glassman Wealth Services
Virginia
$127K -$20.8K -428 -14%
WA
1728
Winfield Associates
Ohio
$117K – – –
PCTC
1729
Perkins Coie Trust Company
Washington
$114K -$2.49K -51 -2%
AP
1730
Atwood & Palmer
Missouri
$110K -$38.6K -797 -26%
SHJ
1731
Sharkey, Howes & Javer
Colorado
$108K +$108K +2,227 New
WAM
1732
Wolverine Asset Management
Illinois
$107K +$107K +2,216 New
TIM
1733
Tortoise Investment Management
New York
$102K +$46.3K +950 +83%
PFG
1734
Piershale Financial Group
Illinois
$101K +$1.51K +31 +2%
SFPIA
1735
Stevens First Principles Investment Advisors
California
$98K – – –
BL
1736
Balentine LLC
Georgia
$98K +$98K +2,006 New
DMK
1737
David M. Knott
$80.9K +$12.8K +263 +19%
CD
1738
Carl Domino
Florida
$77K -$314K -6,476 -80%
AWM
1739
Avior Wealth Management
Nebraska
$76K +$31.2K +639 +70%
SC
1740
Saturna Capital
Washington
$75K – – –
MCM
1741
MV Capital Management
Maryland
$73K +$1.95K +40 +3%
HRC
1742
Hoertkorn Richard Charles
$71K – – –
TAM
1743
Third Avenue Management
New York
$68K +$68K +1,395 New
MUS
1744
Mitsubishi UFJ Securities
Japan
$68K +$68K +1,400 New
TC
1745
Trust Company
Kansas
$63K +$63K +1,293 New
EMA
1746
Efficient Market Advisors
California
$58K – – –
SCP
1747
Syntal Capital Partners
Texas
$57K -$181K -3,721 -76%
RCG
1748
Ruggie Capital Group
Florida
$57K -$21.3K -436 -27%
VIMU
1749
Veritas Investment Management (UK)
United Kingdom
$55K -$1.63M -34,782 -97%
LWA
1750
Lenox Wealth Advisors
New York
$54K – – –
68 69
70
71 72