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Verizon
VZ

Overview Fund Activity

1,883 hedge funds and large institutions have $135B invested in Verizon in 2016 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 857 increasing their positions, 776 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,883
Holders Change
-31
Holders Change %
-1.62%
% of All Funds
50.32%
Holding in Top 10
200
Holding in Top 10 Change
-94
Holding in Top 10 Change %
-31.97%
% of All Funds
5.34%
New
74
Increased
857
Reduced
776
Closed
85
Calls
$2.69B
Puts
$1.83B
Net Calls
+$865M
Net Calls Change
+$984M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$13.7B
2
Bank of America
2
Bank of America
North Carolina
$3.4B
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$1.56B
4
Nordea Investment Management
4
Nordea Investment Management
Sweden
$1.24B
5
State Street
5
State Street
Massachusetts
$8.35B

Top Sellers

1
Macquarie Group
1
Macquarie Group
Australia
$744M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$3.24B
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$7.82B
4
Norges Bank
4
Norges Bank
Norway
$1.62B
5
Grantham, Mayo, Van Otterloo & Co (GMO)
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$130M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
1826
Solaris Asset Management
New York
$125K +$125K +2,405 New
TC
1827
Trust Company
Kansas
$124K +$6.13K +118 +5%
EDRS
1828
Edmond de Rothschild (Suisse)
Switzerland
$120K -$16.9K -327 -12%
TWMP
1829
Taylor Wealth Management Partners
Massachusetts
$118K – – –
VOYA Investment Management
1830
VOYA Investment Management
Georgia
$108K +$1.06K +20,450 +1%
GWA
1831
Guidant Wealth Advisors
Illinois
$107K +$107K +2,094 New
SIG
1832
Stanford Investment Group
California
$101K +$104 +2 +0.1%
TIM
1833
Tortoise Investment Management
New York
$100K +$17.5K +338 +21%
HCM
1834
Highlander Capital Management
New Jersey
$85K – – –
DMK
1835
David M. Knott
$83K – – –
KLI
1836
Kelman-Lazarov Inc
Tennessee
$80.6K – – –
PFG
1837
Piershale Financial Group
Illinois
$79K – – –
JAM
1838
Jolley Asset Management
North Carolina
$79K – – –
AWMS
1839
Advocacy Wealth Management Services
Georgia
$75K -$55K -1,061 -42%
TJHA
1840
Thomas J. Herzfeld Advisors
Florida
$74K +$365 +7 +0.5%
EWM
1841
Edge Wealth Management
New York
$74K +$73.4K +1,404 +11,700%
MUS
1842
Mitsubishi UFJ Securities
Japan
$73K – – –
SHJ
1843
Sharkey, Howes & Javer
Colorado
$72K – – –
LWM
1844
Lenox Wealth Management
Ohio
$65K -$33.9K -648 -34%
ECM
1845
Exchange Capital Management
Michigan
$65K +$65K +1,243 New
TFO
1846
Tarbox Family Office
California
$63K +$568 +11 +0.9%
HRC
1847
Hoertkorn Richard Charles
$62K – – –
LCS
1848
Levin Capital Strategies
New York
$57.4K -$3.76K -72,250 -6%
MCM
1849
MV Capital Management
Maryland
$57K +$1.7K +33 +3%
WAS
1850
WESPAC Advisors SoCal
California
$54K +$52 +1 +0.1%
72 73
74
75 76