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

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$950M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$9.08B
3
BA
3
BlackRock Advisors
Delaware
$839M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$2.17B
5
SAC
5
Smith Affiliated Capital
New York
$184M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCA
1801
Conestoga Capital Advisors
Pennsylvania
$220K +$220K +4,062 New
MKC
1802
M. Kraus & Co
Vermont
$219K +$219K +4,051 New
IIA
1803
IPG Investment Advisors
California
$217K +$217K +4,017 New
CCS
1804
Crosspoint Capital Strategies
California
$216K -$506K -9,378 -70%
MFS
1805
McNamara Financial Services
Massachusetts
$216K -$369K -6,823 -63%
ORI
1806
Oak Ridge Investments
Illinois
$216K +$216K +3,986 New
SBWIC
1807
Schaper Benz & Wise Investment Counsel
Wisconsin
$215K +$215K +3,970 New
OWP
1808
Obermeyer Wealth Partners
Colorado
$214K +$214K +3,961 New
CAL
1809
Capital Advisors Ltd
Ohio
$213K – – –
Capstone Investment Advisors
1810
Capstone Investment Advisors
New York
$210K +$210K +3,900 New
KB
1811
Kimelman & Baird
New York
$208K +$208K +3,842 New
OLA
1812
Oliver Luxxe Assets
New Jersey
$206K +$206K +3,809 New
FA
1813
Financial Advantage
Maryland
$206K +$206K +3,809 New
KFS
1814
Kurt F. Somerville
$205K – – –
RIM
1815
Reliant Investment Management
Tennessee
$205K +$205K +3,783 New
DOA
1816
D'Orazio & Associates
Virginia
$204K +$102K +1,881 +99%
KKAMG
1817
Kernodle & Katon Asset Management Group
Arkansas
$203K +$2.98K +55 +1%
JFA
1818
JNBA Financial Advisors
Minnesota
$202K – – –
AC
1819
Addison Capital
Pennsylvania
$201K +$201K +3,716 New
AIM
1820
Acropolis Investment Management
Missouri
$193K – – –
RWG
1821
Regal Wealth Group
California
$193K +$1.19K +22 +0.6%
BCM
1822
Blume Capital Management
California
$187K -$73.2K -1,350 -28%
CMBA
1823
C.M. Bidwell & Associates
Hawaii
$173K -$4.54M -83,635 -96%
AWMS
1824
Advocacy Wealth Management Services
Georgia
$171K -$69.3K -1,281 -29%
CWM
1825
Cedar Wealth Management
California
$171K +$171K +3,166 New
71 72
73
74 75