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Verizon
VZ

Overview Fund Activity

2,170 hedge funds and large institutions have $146B invested in Verizon in 2018 Q3 according to their latest regulatory filings, with 111 funds opening new positions, 985 increasing their positions, 841 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,170
Holders Change
+28
Holders Change %
+1.31%
% of All Funds
49.69%
Holding in Top 10
130
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-3.7%
% of All Funds
2.98%
New
111
Increased
985
Reduced
841
Closed
64
Calls
$1.45B
Puts
$1.21B
Net Calls
+$240M
Net Calls Change
+$856M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$475M
2
Capital International Investors
Capital International Investors
California
+$429M
3
Morgan Stanley
Morgan Stanley
New York
+$404M
4
Capital World Investors
Capital World Investors
California
+$346M
5
BlackRock
BlackRock
New York
+$327M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$1.12B
2
State Street
State Street
Massachusetts
-$418M
3
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
-$287M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$230M
5
Federated Hermes
Federated Hermes
Pennsylvania
-$216M
Name Holding Trade Value Shares
Change 		Shares
Change %
BDWM
801
Brewin Dolphin Wealth Management
Ireland
$4.2M – – –
BFIM
802
Beese Fulmer Investment Management
Ohio
$4.2M +$54.5K +1,020 +1%
AAIM
803
Asset Advisors Investment Management
Georgia
$4.19M +$4.19M +78,423 New
TAM
804
Tiverton Asset Management
Delaware
$4.18M +$380K +7,110 +10%
MC
805
Martin Currie
United Kingdom
$4.17M -$10.8M -201,800 -72%
KRSITF
806
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$4.17M +$12.5K +235 +0.3%
SIAP
807
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$4.16M +$57.8K +1,082 +1%
HF
808
HRT Financial
New York
$4.15M +$4.15M +77,646 New
NRS
809
Neville Rodie & Shaw
New York
$4.13M +$48.8K +915 +1%
KOCAA
810
Knights of Columbus Asset Advisors
Connecticut
$4.12M +$262K +4,900 +7%
GWM
811
Graybill Wealth Management
Illinois
$4.12M -$86.2K -1,615 -2%
CHC
812
City Holding Co
West Virginia
$4.1M +$39.2K +735 +1%
AFG
813
Albion Financial Group
Utah
$4.09M +$101K +1,889 +3%
LA
814
LVW Advisors
New York
$4.08M +$12.2K +229 +0.3%
BO
815
Bank OZK
Arkansas
$4.08M +$57K +1,068 +1%
ECM
816
Everence Capital Management
Indiana
$4.07M – – –
CCM
817
Coldstream Capital Management
Washington
$4.06M +$294K +5,506 +8%
GC
818
Grimes & Company
Massachusetts
$4.06M -$461K -8,638 -10%
WBC
819
West Branch Capital
Massachusetts
$4.04M +$73K +1,367 +2%
CCA
820
Catalyst Capital Advisors
New York
$4.04M +$3.93M +73,531 +3,587%
WJA
821
Williams Jones & Associates
New York
$4.03M +$268K +5,021 +7%
AA
822
Apriem Advisors
California
$4.03M -$36.5K -683 -0.9%
STB
823
S&T Bank
Pennsylvania
$4.02M -$62.8K -1,176 -2%
SHCM
824
Stokes & Hubbell Capital Management
Louisiana
$4.01M -$21.8K -408 -0.5%
CCM
825
Compton Capital Management
Rhode Island
$3.99M -$70.8K -1,326 -2%
31 32
33
34 35