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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 %
BCI
1976
Brinker Capital Investments
Pennsylvania
$14K -$4.67K -90 -25%
IF
1977
Ironwood Financial
Arizona
$11K – – –
DSN
1978
D. Scott Neal
Kentucky
$11K +$8.88K +172 +420%
HWP
1979
Hefty Wealth Partners
Indiana
$9K -$982K -19,641 -99%
VIMU
1980
Veritas Investment Management (UK)
United Kingdom
$8K – – –
LBG
1981
Lloyds Banking Group
United Kingdom
$8K – – –
AWA
1982
Artemis Wealth Advisors
New York
$8K +$8K +143 New
FCA
1983
Florence Capital Advisors
New York
$8K +$8K +150 New
SLF
1984
Sun Life Financial
Ontario, Canada
$6.01K -$97.5K -5,213 -94%
BIMC
1985
Benson Investment Management Company
Virginia
$4K +$4K +73 New
SGAM
1986
Smith Group Asset Management
Texas
$3K -$10.3M -205,780 -100%
AWM
1987
Arbor Wealth Management
Florida
$2.35K -$46 -943 -2%
DSI
1988
Daiwa SB Investments
Japan
$2K -$207K -3,100 -99%
UOTTAIMCU
1989
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$2K +$2K +40 New
PK
1990
Pflug Koory
Nebraska
$1.1K +$1.1K +20,683 New
FMP
1991
Financial Management Professionals
Texas
$1K +$1K +29 New
GVT
1992
Genesee Valley Trust
New York
$333 -$656 -12,339 -66%
MTB
1993
Mizuho Trust & Banking
Japan
– -$346M -6,663,155 Closed
TAM
1994
Troy Asset Management
United Kingdom
– -$69.2M -1,331,142 Closed
MIS
1995
Morningstar Investment Services
Illinois
– -$41.4M -796,264 Closed
DILH
1996
Dai-ichi Life Holdings
Japan
– -$33.9M -652,393 Closed
JCG
1997
JHL Capital Group
Illinois
– -$31.2M -600,000 Closed
CA
1998
Cortland Advisers
Delaware
– -$23.9M -460,280 Closed
DC
1999
Deere & Company
Illinois
– -$15.8M -303,885 Closed
QIM
2000
Quantitative Investment Management
Virginia
– -$15.3M -294,500 Closed
78 79
80
81 82