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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 %
TCM
1901
Tradewinds Capital Management
Washington
$202K -$105K -1,964 -34%
CP
1902
Camelot Portfolios
Ohio
$202K -$18.1K -339 -8%
NWM
1903
Northwest Wealth Management
Iowa
$200K +$200K +3,754 New
DOA
1904
D'Orazio & Associates
Virginia
$199K +$107 +2 +0.1%
AIM
1905
Arcadia Investment Management
Michigan
$197K -$53.7K -1,006 -21%
NYLT
1906
New York Life Trust
New York
$195K -$130K -2,440 -40%
RWG
1907
Regal Wealth Group
California
$194K -$3.42K -64 -2%
AIM
1908
Acropolis Investment Management
Missouri
$188K – – –
ACM
1909
Armbruster Capital Management
New York
$175K -$24.4K -456 -12%
LJHT
1910
Laurie J. Hall Trustee
$175K +$175K +3,304 New
FFW
1911
Fusion Family Wealth
New York
$166K +$166K +3,155 New
RPG
1912
Risk Paradigm Group
Texas
$165K -$409K -7,655 -71%
CMBA
1913
C.M. Bidwell & Associates
Hawaii
$164K – – –
AAC
1914
Asset Advisors Corp
Georgia
$159K -$148K -2,786 -48%
FPTW
1915
Franklin, Parlapiano, Turner & Welch
Texas
$147K – – –
HCA
1916
Heck Capital Advisors
Wisconsin
$141K +$141K +2,645 New
TIM
1917
Tortoise Investment Management
New York
$139K +$36.2K +680 +35%
IWC
1918
Integrated Wealth Counsel
California
$136K -$60.4K -1,134 -31%
MIC
1919
MU Investments Company
Japan
$136K -$49.1K -910 -27%
LA
1920
Legacy Advisors
Pennsylvania
$134K +$134K +2,515 New
LWA
1921
Lowe Wealth Advisors
Maryland
$129K – – –
SAM
1922
Solaris Asset Management
New York
$128K – – –
MIFH
1923
Migdal Insurance & Financial Holdings
Israel
$123K +$123K +109,187 New
RCG
1924
Ruggie Capital Group
Florida
$118K -$23.4K -439 -17%
WIM
1925
Westside Investment Management
California
$113K +$113K +2,162 New
75 76
77
78 79