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Verizon
VZ

Overview Fund Activity

2,142 hedge funds and large institutions have $135B invested in Verizon in 2018 Q2 according to their latest regulatory filings, with 129 funds opening new positions, 927 increasing their positions, 902 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,142
Holders Change
+24
Holders Change %
+1.13%
% of All Funds
49.11%
Holding in Top 10
135
Holding in Top 10 Change
+33
Holding in Top 10 Change %
+32.35%
% of All Funds
3.09%
New
129
Increased
927
Reduced
902
Closed
84
Calls
$1.48B
Puts
$2.09B
Net Calls
-$615M
Net Calls Change
-$826M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$910M
2
AllianceBernstein
AllianceBernstein
Tennessee
+$444M
3
CSIA
Charles Schwab Investment Advisory
California
+$354M
4
Boston Partners
Boston Partners
Massachusetts
+$302M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$276M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$1.1B
2
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$652M
3
Deutsche Bank
Deutsche Bank
Germany
-$390M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$385M
5
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$241M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
501
Carret Asset Management
New York
$9.13M -$77.2K -1,534 -0.8%
CLOS
502
Compagnie Lombard Odier SCmA
Switzerland
$9.06M +$1.68M +33,386 +23%
CAM
503
Close Asset Management
United Kingdom
$9.05M – – –
PIA
504
Piedmont Investment Advisors
North Carolina
$9.04M -$22.1M -439,891 -71%
NCM
505
Nelson Capital Management
California
$9.04M +$91.3K +1,814 +1%
AA
506
Ancora Advisors
Ohio
$9.02M +$192K +3,818 +2%
FSA
507
Franklin Street Advisors
North Carolina
$9M +$23.1K +460 +0.3%
MCM
508
Maryland Capital Management
Maryland
$8.95M +$146K +2,907 +2%
1IA
509
1834 Investment Advisors
Wisconsin
$8.9M +$702K +13,954 +9%
JMFC
510
J.M. Forbes & Co
Massachusetts
$8.85M +$40.6K +808 +0.5%
EAM
511
Eagle Asset Management
Florida
$8.84M +$568K +11,290 +7%
BFO
512
Boston Family Office
Massachusetts
$8.83M -$66.7K -1,325 -0.7%
KRS
513
Kentucky Retirement Systems
Kentucky
$8.83M -$2.01M -40,002 -19%
MERSOM
514
Municipal Employees' Retirement System of Michigan
Michigan
$8.75M +$179K +3,560 +2%
ADEF
515
Adams Diversified Equity Fund
Maryland
$8.63M – – –
WIC
516
Woodmont Investment Counsel
Tennessee
$8.63M +$278K +5,522 +3%
AMI
517
Amica Mutual Insurance
Rhode Island
$8.58M – – –
CA
518
CapWealth Advisors
Tennessee
$8.56M +$320K +6,365 +4%
AIM
519
Assured Investment Management
New York
$8.56M +$8.56M +170,234 New
MPWT
520
MassMutual Private Wealth & Trust
Connecticut
$8.53M +$219K +4,362 +3%
DWM
521
Doyle Wealth Management
Florida
$8.52M +$563K +11,186 +7%
SDJVC
522
St. Denis J. Villere & Co
Louisiana
$8.5M -$55.3K -1,100 -0.6%
FBB
523
Fulton Breakefield Broenniman
Maryland
$8.5M +$18.1K +360 +0.2%
CAPTRUST Financial Advisors
524
CAPTRUST Financial Advisors
North Carolina
$8.49M +$1.5M +29,842 +21%
IIM
525
Intact Investment Management
Quebec, Canada
$8.44M – – –
19 20
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