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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 %
MGIA
1076
Moneta Group Investment Advisors
Missouri
$2.05M -$803K -15,971 -28%
IC
1077
Inverness Counsel
New York
$2.04M -$88.3K -1,755 -4%
ACP
1078
Ashfield Capital Partners
California
$2.04M +$65.1K +1,295 +3%
IFWM
1079
Institute for Wealth Management
Colorado
$2.03M +$99.6K +1,976 +5%
DCM
1080
Delta Capital Management
New Jersey
$2.03M +$2.01K +40 +0.1%
CCA
1081
Checchi Capital Advisers
California
$2.02M +$29.5K +586 +1%
LOAME
1082
Lombard Odier Asset Management (Europe)
United Kingdom
$2.02M -$47.4K -943 -2%
DWT
1083
Dorsey & Whitney Trust
South Dakota
$2.01M +$22.1K +438 +1%
BWL
1084
Bogart Wealth LLC
Virginia
$2M +$66.7K +1,327 +3%
LA
1085
Lynch & Associates
Indiana
$2M +$76.9K +1,528 +4%
WAP
1086
Wealthcare Advisory Partners
Pennsylvania
$2M +$218K +4,341 +12%
PAM
1087
Private Asset Management
California
$2M -$37.8K -751 -2%
HK
1088
Horizon Kinetics
New York
$2M -$34.8K -691 -2%
KWMG
1089
King Wealth Management Group
Florida
$1.99M -$63.8K -1,269 -3%
PA
1090
Perennial Advisors
New York
$1.99M +$168K +3,330 +9%
DAM
1091
Diamant Asset Management
Connecticut
$1.99M -$50.3K -1,000 -2%
Arrowstreet Capital
1092
Arrowstreet Capital
Massachusetts
$1.99M +$1.99M +39,600 New
3C
1093
361 Capital
Colorado
$1.99M +$1.99M +39,576 New
NL
1094
NWAM LLC
Washington
$1.99M +$39.3K +781 +2%
WA
1095
Wheatland Advisors
Pennsylvania
$1.99M +$20.2K +402 +1%
GT
1096
Greenleaf Trust
Michigan
$1.98M +$400K +7,951 +25%
ITIM
1097
Indiana Trust & Investment Management
Indiana
$1.97M -$189K -3,753 -9%
ST
1098
Smithfield Trust
Pennsylvania
$1.97M +$238K +4,742 +14%
CICI
1099
Capital Investment Counsel Inc
North Carolina
$1.97M -$35.7K -710 -2%
HFM
1100
Hartford Financial Management
Connecticut
$1.97M +$983K +19,535 +100%
42 43
44
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