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Verizon
VZ

Overview Fund Activity

1,807 hedge funds and large institutions have $123B invested in Verizon in 2014 Q4 according to their latest regulatory filings, with 201 funds opening new positions, 830 increasing their positions, 627 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,807
Holders Change
+105
Holders Change %
+6.17%
% of All Funds
48.23%
Holding in Top 10
133
Holding in Top 10 Change
-62
Holding in Top 10 Change %
-31.79%
% of All Funds
3.55%
New
201
Increased
830
Reduced
627
Closed
75
Calls
$1.2B
Puts
$1.41B
Net Calls
-$204M
Net Calls Change
+$233M

Top Buyers

1
LSV Asset Management
LSV Asset Management
Illinois
$509M
2
Vanguard Group
Vanguard Group
Pennsylvania
$10.5B
3
SOMRS
State of Michigan Retirement System
Michigan
$401M
4
State Street
State Street
Massachusetts
$8.18B
5
Wells Fargo
Wells Fargo
California
$1.05B

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$3.32B
2
Bank of America
Bank of America
North Carolina
$1.14B
3
Ameriprise
Ameriprise
Minnesota
$1.29B
4
PC
Paulson & Co
New York
$22.5M
5
OH
Orbis Holdings
Bermuda
$23.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCA
1851
Catalyst Capital Advisors
New York
– -$350K -7,000 Closed
TSBJ
1852
Trevor, Stewart, Burton & Jacobsen
New York
– -$305K -6,100 Closed
AC
1853
Addison Capital
Pennsylvania
– -$292K -5,840 Closed
FPCP
1854
Fort Point Capital Partners
California
– -$284K -5,685 Closed
PWAG
1855
Polaris Wealth Advisory Group
California
– -$281K -5,621 Closed
ACM
1856
Alpha Capital Management
Texas
– -$272K -5,446 Closed
HHAA
1857
Henry H. Armstrong Associates
Pennsylvania
– -$272K -5,439 Closed
HM
1858
Harvest Management
New York
– -$247K -4,931 Closed
DWM
1859
Destination Wealth Management
California
– -$232K -4,639 Closed
AL
1860
Aspiriant LLC
California
– -$225K -4,506 Closed
USGIU
1861
U.S. Global Investors (USGI)
Texas
– -$225K -4,500 Closed
PCMI
1862
Paradigm Capital Management Inc
New York
– -$225K -4,491 Closed
LIM
1863
Lathrop Investment Management
Arkansas
– -$224K -4,480 Closed
LCM
1864
LVM Capital Management
Michigan
– -$216K -4,326 Closed
LIA
1865
LBMC Investment Advisors
Tennessee
– -$215K -4,299 Closed
BHC
1866
Bowen Hanes & Co
Florida
– -$214K -4,275 Closed
BPCE
1867
Bank Pictet & Cie (Europe)
Germany
– -$206K -4,117 Closed
BCM
1868
Brown Capital Management
Maryland
– -$204K -4,086 Closed
CCA
1869
Conestoga Capital Advisors
Pennsylvania
– -$203K -4,062 Closed
ORI
1870
Oak Ridge Investments
Illinois
– -$203K -4,060 Closed
GA
1871
Gateway Advisory
New Jersey
– -$202K -4,044 Closed
BFG
1872
Bouchey Financial Group
New York
– -$202K -4,035 Closed
SCM
1873
Summit Capital Management
Washington
– -$202K -4,034 Closed
TC
1874
TradeLink Capital
Illinois
– -$201K -4,012 Closed
MIG
1875
Mariner Investment Group
New York
– -$200K -4,000 Closed
72 73 74
75
76