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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 %
DWM
951
Dorchester Wealth Management
Quebec, Canada
$2.7M -$123K -2,450 -4%
RFWA
952
RPg Family Wealth Advisory
Massachusetts
$2.68M -$61.2K -1,217 -2%
WHG
953
Westwood Holdings Group
Texas
$2.68M -$406K -8,063 -13%
WGCA
954
Wolf Group Capital Advisors
Virginia
$2.68M +$62.4K +1,241 +2%
ACM
955
Avalon Capital Management
California
$2.68M +$2.68M +53,181 New
LNC
956
Lincoln National Corp
Pennsylvania
$2.67M -$121K -2,398 -4%
WWM
957
Willingdon Wealth Management
North Carolina
$2.67M -$103K -2,043 -4%
AFG
958
American Financial Group
Ohio
$2.67M – – –
VAM
959
Visionary Asset Management
Texas
$2.66M +$5.08K +101 +0.2%
CFMC
960
Curbstone Financial Management Corp
New Hampshire
$2.63M -$76.2K -1,514 -3%
LCM
961
Liberty Capital Management
Michigan
$2.63M +$956 +19 +0%
TL
962
Tirschwell & Loewy
New York
$2.62M +$421K +8,375 +19%
NFG
963
Next Financial Group
Texas
$2.62M -$1.06M -21,070 -29%
MG
964
Markel Group
Virginia
$2.62M +$2.62M +52,000 New
FNB
965
Farmers National Bank
Kentucky
$2.61M -$121K -2,414 -4%
HI
966
Hudock Inc
Pennsylvania
$2.61M -$24.8K -492 -0.9%
MCP
967
Mirador Capital Partners
California
$2.61M -$4.53K -90 -0.2%
UF
968
Univest Financial
Pennsylvania
$2.61M -$89.9K -1,787 -3%
Koshinski Asset Management
969
Koshinski Asset Management
Illinois
$2.6M -$17.8K -353 -0.7%
PAM
970
Pegasus Asset Management
New York
$2.6M +$53.8K +1,069 +2%
BAC
971
Boys Arnold & Co
North Carolina
$2.6M -$38.6K -768 -1%
ED
972
Exane Derivatives
France
$2.59M -$331K -6,575 -11%
CYG
973
Clean Yield Group
Vermont
$2.59M -$138K -2,744 -5%
NPT
974
Nixon Peabody Trust
Massachusetts
$2.59M +$176K +3,489 +7%
WAM
975
Weatherly Asset Management
California
$2.58M +$23.7K +471 +0.9%
37 38
39
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