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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 %
BWA
1726
Burt Wealth Advisors
Maryland
$392K +$33.3K +623 +9%
PCFFS
1727
Pacific Center for Financial Services
California
$392K +$392K +7,352 New
FRM
1728
Fox Run Management
Connecticut
$390K +$390K +7,300 New
RP
1729
Rowlandmiller & Partners
Georgia
$390K -$16K -300 -4%
RGIA
1730
Rainier Group Investment Advisory
Washington
$387K +$387K +7,245 New
AIA
1731
AIMZ Investment Advisors
California
$386K – – –
LIM
1732
Loudon Investment Management
New Hampshire
$386K +$61.1K +1,144 +19%
MML Investors Services
1733
MML Investors Services
Massachusetts
$384K +$384K +7,186 New
BFG
1734
Bouchey Financial Group
New York
$383K -$8.92K -167 -2%
SCI
1735
Stableford Capital II
Arizona
$383K +$383K +7,168 New
ACM
1736
Ashford Capital Management
Delaware
$380K +$8.01K +150 +2%
KKAMG
1737
Kernodle & Katon Asset Management Group
Arkansas
$379K +$16.8K +315 +5%
KS
1738
Karpas Strategies
Connecticut
$377K -$8.6K -161 -2%
WIA
1739
Westbourne Investment Advisors
Maryland
$377K -$5.34K -100 -1%
SSW
1740
Smith Shellnut Wilson
Mississippi
$377K +$377K +7,058 New
SIM
1741
Sadoff Investment Management
Wisconsin
$376K +$82.2K +1,538 +28%
IWA
1742
Inspirion Wealth Advisors
Illinois
$374K +$9.24K +173 +3%
AC
1743
Avenir Corporation
Virginia
$372K +$24.9K +467 +7%
NAM
1744
North American Management
Massachusetts
$370K -$650K -12,153 -64%
DDC
1745
DF Dent & Co
Maryland
$370K – – –
GAM
1746
Gemmer Asset Management
California
$370K +$55.8K +1,047 +18%
CFS
1747
Commonwealth Financial Services
West Virginia
$366K +$12.6K +239 +4%
PCMM
1748
Private Capital Management (Minnesota)
Minnesota
$366K +$366K +6,850 New
NA
1749
Nottingham Advisors
New York
$365K -$19.6K -367 -5%
IF
1750
IRON Financial
Illinois
$365K -$4.22K -79 -1%
68 69
70
71 72