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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 %
SMH
1826
Sanders Morris Harris
Texas
$264K -$14.9K -280 -5%
HP
1827
HT Partners
Connecticut
$262K – – –
BFG
1828
Barber Financial Group
Kansas
$261K +$261K +4,896 New
RTS
1829
Round Table Services
New Jersey
$260K +$1.71K +32 +0.7%
MC
1830
Miles Capital
Iowa
$260K +$4.32K +81 +2%
NFC
1831
Northeast Financial Consultants
Connecticut
$256K -$64K -1,200 -20%
KF
1832
Krilogy Financial
Missouri
$256K -$29.8K -558 -10%
SLA
1833
Silver Lake Advisory
Utah
$256K +$907 +17 +0.4%
RMSCM
1834
R.M. Sincerbeaux Capital Management
New York
$254K – – –
OAM
1835
Oberweis Asset Management
Illinois
$253K -$13.9K -261 -5%
CWM
1836
Cedar Wealth Management
California
$253K +$9.08K +170 +4%
DIA
1837
Davidson Investment Advisors
Montana
$251K +$21.3K +400 +9%
LIM
1838
Lathrop Investment Management
Arkansas
$248K -$250K -4,694 -50%
BIAS
1839
Beacon Investment Advisory Services
New Jersey
$248K +$3.9K +73 +2%
JFA
1840
JNBA Financial Advisors
Minnesota
$247K -$931K -17,419 -79%
WFG
1841
Windsor Financial Group
Minnesota
$247K +$11.1K +208 +5%
LYV
1842
Live Your Vision
Pennsylvania
$246K – – –
WBG
1843
Wharton Business Group
Pennsylvania
$246K +$9.87K +185 +4%
PI
1844
PHH Investments
Texas
$245K +$245K +4,985 New
BW
1845
Biegel & Waller
Maryland
$245K +$245K +4,995 New
VSWA
1846
Vontobel Swiss Wealth Advisors
Switzerland
$244K – – –
GIP
1847
Greatmark Investment Partners
Georgia
$242K -$40.9K -765 -14%
FBA
1848
Front Barnett Associates
Illinois
$242K -$11.2K -209 -4%
B
1849
Bellecapital
Switzerland
$240K +$240K +4,500 New
CIC
1850
Chase Investment Counsel
Virginia
$239K -$3.24M -60,721 -93%
72 73
74
75 76