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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 %
AWP
901
Ascent Wealth Partners
New York
$3.36M -$22.7K -426 -0.7%
ST
902
Sentinel Trust
Texas
$3.35M +$26.2K +490 +0.8%
KCPG
903
Kavar Capital Partners Group
Kansas
$3.33M +$6.67K +125 +0.2%
FBT
904
First Bank & Trust
South Dakota
$3.32M -$70.7K -1,301 -2%
MFG
905
Monte Financial Group
Connecticut
$3.31M +$52.7K +987 +2%
OWIM
906
Old West Investment Management
California
$3.29M -$410K -7,672 -11%
PFSC
907
Peoples Financial Services Corp
Pennsylvania
$3.29M +$15.6K +293 +0.5%
LPT
908
Legacy Private Trust
Wisconsin
$3.28M +$211K +3,959 +7%
FIMG
909
Financial & Investment Management Group
Michigan
$3.28M +$3.28M +61,337 New
Wealth Enhancement Advisory Services
910
Wealth Enhancement Advisory Services
Minnesota
$3.27M +$1.16M +20,188 +55%
FMW
911
Farr Miller & Washington
District of Columbia
$3.26M -$32K -600 -1%
CCI
912
Credit Capital Investments
New Jersey
$3.26M – – –
CIA
913
Covington Investment Advisors
Pennsylvania
$3.26M -$2.67K -50 -0.1%
MCP
914
Martin Capital Partners
Oregon
$3.25M +$96.5K +1,807 +3%
VCM
915
Virtue Capital Management
Tennessee
$3.24M +$1.77M +33,238 +121%
RIM
916
Regent Investment Management
Kentucky
$3.23M +$1.23M +22,966 +61%
HCM
917
Hodges Capital Management
Texas
$3.23M +$173K +3,243 +6%
EFIC
918
Eliot Finkel Investment Counsel
California
$3.22M -$281K -5,260 -8%
AF
919
Advisornet Financial
Minnesota
$3.22M +$203K +3,794 +7%
CCT
920
Capital City Trust
Florida
$3.22M +$56.7K +1,063 +2%
BWM
921
BerganKDV Wealth Management
Minnesota
$3.2M -$209K -3,908 -6%
FP
922
Factorial Partners
New York
$3.2M – – –
FHA
923
Flagship Harbor Advisors
Massachusetts
$3.19M +$66.4K +1,234 +2%
SIG
924
Sky Investment Group
Connecticut
$3.17M -$153K -2,875 -5%
BA
925
Baugh & Associates
Georgia
$3.17M +$3.2K +60 +0.1%
35 36
37
38 39