VZ icon

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 %
CC
1051
Cannell & Co
New York
$2.11M +$475K +9,450 +29%
DY
1052
Dowling & Yahnke
California
$2.11M +$185K +3,684 +10%
FCCM
1053
First City Capital Management
Georgia
$2.1M +$19.7K +392 +0.9%
BONST
1054
Bank of Nova Scotia Trust
Ontario, Canada
$2.1M -$1.87M -37,254 -47%
AWA
1055
ARS Wealth Advisors
Florida
$2.1M -$595K -11,818 -22%
CCM
1056
Canal Capital Management
Virginia
$2.1M +$50.7K +1,008 +2%
AL
1057
Aspiriant LLC
California
$2.09M -$85.8K -1,705 -4%
FMT
1058
First Mercantile Trust
Tennessee
$2.09M +$150K +2,990 +8%
BB
1059
Bell Bank
North Dakota
$2.09M -$73.7K -1,464 -3%
IWA
1060
Intercontinental Wealth Advisors
Texas
$2.09M -$115K -2,284 -5%
MWM
1061
Marietta Wealth Management
Georgia
$2.08M +$142K +2,820 +7%
PAMG
1062
Patton Albertson Miller Group
Tennessee
$2.08M -$12.4K -247 -0.6%
AWM
1063
Avior Wealth Management
Nebraska
$2.08M -$287K -5,706 -12%
GAMC
1064
Garner Asset Management Corp
Texas
$2.08M +$68K +1,352 +3%
TW
1065
Transform Wealth
Colorado
$2.08M -$424K -8,420 -17%
SSWM
1066
Sheets Smith Wealth Management
North Carolina
$2.07M +$78.7K +1,564 +4%
WCM
1067
Windward Capital Management
California
$2.07M +$22.8K +453 +1%
MNBTD
1068
Moody National Bank Trust Division
Texas
$2.07M – – –
SYBT
1069
Stock Yards Bank & Trust
Kentucky
$2.07M -$87.1K -1,731 -4%
MWM
1070
Mascoma Wealth Management
New Hampshire
$2.06M +$183K +3,631 +10%
FUBT
1071
First United Bank & Trust
Maryland
$2.06M -$15.8K -314 -0.8%
JWM
1072
Jackson Wealth Management
Florida
$2.06M +$101K +1,985 +5%
BST
1073
Bath Savings Trust
Maine
$2.05M +$181K +3,594 +10%
ACM
1074
Alta Capital Management
Utah
$2.05M +$245K +4,878 +14%
1WA
1075
180 Wealth Advisors
Washington
$2.05M -$130K -2,584 -6%
41 42
43
44 45