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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 %
DWM
1751
Darwin Wealth Management
Florida
$364K -$1.26M -23,675 -78%
HIM
1752
Hillsdale Investment Management
Ontario, Canada
$362K -$830K -15,520 -70%
VFP
1753
Verus Financial Partners
Virginia
$362K -$84.9K -1,588 -19%
GWS
1754
Glassman Wealth Services
Virginia
$362K -$24.6K -460 -6%
GIA
1755
Granite Investment Advisors
New Hampshire
$359K +$13.8K +259 +4%
BBNB
1756
Baker Boyer National Bank
Washington
$357K -$4.91K -92 -1%
DT
1757
Diversified Trust
Tennessee
$351K +$69.4K +1,303 +25%
CWM
1758
Connecticut Wealth Management
Connecticut
$348K -$893 -17 -0.3%
PPCM
1759
Pillar Pacific Capital Management
California
$348K – – –
PCMK
1760
Paragon Capital Management (Kansas)
Kansas
$344K -$6.98K -131 -2%
SFS
1761
Summit Financial Strategies
Ohio
$341K +$4.59K +86 +1%
DWM
1762
Dakota Wealth Management
Florida
$340K – – –
BRA
1763
Bender Robert & Associates
California
$337K +$6.14K +115 +2%
WCM
1764
Weatherstone Capital Management
Colorado
$336K +$160 +3 +0%
Kovitz Investment Group Partners
1765
Kovitz Investment Group Partners
Illinois
$334K +$29.2K +547 +10%
IMOV
1766
Investment Management of Virginia
Virginia
$333K +$5.33K +100 +2%
IPC
1767
Independent Portfolio Consultants
Florida
$332K -$343K -6,417 -51%
BA
1768
Bridgewater Associates
Connecticut
$331K -$2.64M -49,400 -89%
GCMG
1769
Gyroscope Capital Management Group
Florida
$331K +$88.5K +1,656 +36%
CCA
1770
Clearwater Capital Advisors
Illinois
$330K -$14.3K -262 -4%
HIS
1771
Horizon Investment Services
Indiana
$330K -$11.9K -223 -3%
PFO
1772
Pathstone Family Office
New Jersey
$330K +$301K +5,633 +1,020%
AEPG
1773
American Economic Planning Group
New Jersey
$328K +$58.3K +1,095 +22%
AMM
1774
American Money Management
California
$326K -$28.1K -527 -8%
WIC
1775
Whitegate Investment Counselors
New Hampshire
$326K +$326K +6,112 New
69 70
71
72 73