VZ icon

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 %
TC
1926
Trust Company
Kansas
$113K -$14.3K -268 -11%
GWA
1927
Guidant Wealth Advisors
Illinois
$110K -$53 -1 -0%
EARNEST Partners
1928
EARNEST Partners
Georgia
$109K +$109K +2,047 New
TWMP
1929
Taylor Wealth Management Partners
Massachusetts
$105K -$15.9K -300 -13%
SIG
1930
Stanford Investment Group
California
$104K +$54 +1 +0.1%
SCA
1931
Stuart Chaussee & Associates
California
$100K -$591K -11,028 -86%
EF
1932
Empirical Finance
Pennsylvania
$98K +$98K +1,824 New
TCM
1933
Trent Capital Management
North Carolina
$94K +$94K +1,768 New
LWM
1934
Lenox Wealth Management
Ohio
$92K +$25.9K +486 +39%
HFM
1935
Harvest Fund Management
China
$92K +$92K +1,725 New
HCM
1936
Highlander Capital Management
New Jersey
$88K – – –
DMK
1937
David M. Knott
$84K – – –
KLI
1938
Kelman-Lazarov Inc
Tennessee
$83.9K – – –
JAM
1939
Jolley Asset Management
North Carolina
$79K -$2.68K -50 -3%
AWMS
1940
Advocacy Wealth Management Services
Georgia
$79K +$1.76K +33 +2%
TJHA
1941
Thomas J. Herzfeld Advisors
Florida
$76K +$426 +8 +0.6%
BHB
1942
Bank Hapoalim BM
Israel
$75K -$1.54M -28,772 -95%
MUS
1943
Mitsubishi UFJ Securities
Japan
$75K – – –
SHJ
1944
Sharkey, Howes & Javer
Colorado
$74K – – –
MCM
1945
MV Capital Management
Maryland
$71K +$11.7K +218 +20%
SIA
1946
SeaBridge Investment Advisors
New Jersey
$71K +$46.2K +865 +187%
PCP
1947
Proficio Capital Partners
Massachusetts
$70K -$1.11M -20,823 -94%
TFO
1948
Tarbox Family Office
California
$65K -$321 -6 -0.5%
IDBONY
1949
Israel Discount Bank of New York
New York
$64K +$64K +1,203 New
NCM
1950
New Capital Management
Texas
$57K +$57K +1,062 New
76 77
78
79 80