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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 %
JWM
1126
JGP Wealth Management
Oregon
$1.88M +$1.88M +37,416 New
SFG
1127
Summit Financial Group
West Virginia
$1.88M -$11.6K -230 -0.6%
BC
1128
Burleson & Co
California
$1.88M +$323K +6,414 +21%
Wealth Enhancement Advisory Services
1129
Wealth Enhancement Advisory Services
Minnesota
$1.87M +$235K +4,620 +14%
IHL
1130
Investment House LLC
California
$1.86M -$207K -4,120 -10%
BE
1131
Bonness Enterprises
District of Columbia
$1.86M – – –
MLL
1132
Moody Lynn & Lieberson
Massachusetts
$1.85M -$86.5K -1,719 -4%
NPP
1133
New Potomac Partners
Maryland
$1.84M -$6.29K -125 -0.3%
CTA
1134
Chesley Taft & Associates
Illinois
$1.84M -$6.89K -137 -0.4%
KFA
1135
Kelleher Financial Advisors
New York
$1.84M +$726K +14,441 +65%
AAM
1136
Auxier Asset Management
Oregon
$1.83M -$256K -5,085 -12%
GWM
1137
Greenwich Wealth Management
Connecticut
$1.83M +$64.8K +1,288 +4%
SNBOSCI
1138
Security National Bank of Sioux City Iowa
Iowa
$1.82M +$31.6K +627 +2%
CAM
1139
Cubic Asset Management
Massachusetts
$1.82M -$1.51K -30 -0.1%
AWA
1140
Arete Wealth Advisors
Illinois
$1.82M +$1.02M +20,238 +128%
TTWM
1141
TCV Trust & Wealth Management
Virginia
$1.81M -$97.9K -1,945 -5%
CWM
1142
Concentric Wealth Management
California
$1.81M +$15.1K +300 +0.8%
Assenagon Asset Management
1143
Assenagon Asset Management
Luxembourg
$1.8M -$110M -2,188,763 -98%
SC
1144
Schulhoff & Co
Ohio
$1.8M -$49.8K -991 -3%
ATC
1145
Adirondack Trust Company
New York
$1.8M +$9.31K +185 +0.5%
TCM
1146
Tradition Capital Management
New Jersey
$1.79M +$8.65K +172 +0.5%
GLA
1147
Good Life Advisors
Pennsylvania
$1.79M +$57.7K +1,152 +3%
LNB
1148
Ledyard National Bank
$1.79M +$69.3K +1,378 +4%
Capstone Investment Advisors
1149
Capstone Investment Advisors
New York
$1.79M +$1.79M +35,509 New
SFSG
1150
Stearns Financial Services Group
North Carolina
$1.78M -$230K -4,581 -11%
44 45
46
47 48