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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 %
WP
1201
WealthPLAN Partners
Nebraska
$1.63M +$517K +10,280 +47%
CFA
1202
Carroll Financial Associates
North Carolina
$1.62M -$114K -2,266 -7%
SBWM
1203
Sunflower Bank Wealth Management
Arizona
$1.62M +$61.6K +1,225 +4%
CL
1204
CPWM LLC
Washington
$1.62M -$114K -2,257 -7%
IUHSA
1205
Itau Unibanco Holding S.A.
Brazil
$1.61M +$178K +3,545 +12%
CWM
1206
Chesapeake Wealth Management
Virginia
$1.61M -$45.5K -905 -3%
LMAM
1207
Legg Mason Asset Management
Japan
$1.61M -$448K -8,900 -22%
AAM
1208
AR Asset Management
California
$1.59M – – –
WA
1209
Wasatch Advisors
Utah
$1.57M -$8.05K -160 -0.5%
SL
1210
Summitry LLC
California
$1.56M +$112K +2,218 +8%
DLA
1211
Douglas Lane & Associates
New York
$1.56M -$118K -2,336 -7%
PCA
1212
Providence Capital Advisors
North Carolina
$1.55M +$60.4K +1,201 +4%
TIA
1213
Trust Investment Advisors
Indiana
$1.55M +$163K +3,250 +12%
KLWA
1214
Kelly Lawrence W & Associates
California
$1.54M – – –
GFA
1215
Gifford Fong Associates
California
$1.54M – – –
SOAMC
1216
Spirit of America Management Corp
New York
$1.54M -$115K -2,285 -7%
TWM
1217
Torch Wealth Management
Ohio
$1.54M -$17.6K -350 -1%
CHJWM
1218
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.54M -$2.32K -47 -0.2%
HCM
1219
Horrell Capital Management
Arkansas
$1.54M +$60.6K +1,205 +4%
WFMPM
1220
Woodley Farra Manion Portfolio Management
Indiana
$1.54M -$71.7K -1,425 -4%
SMC
1221
Smith, Moore & Co
Missouri
$1.54M +$121K +2,411 +9%
MBT
1222
Montecito Bank & Trust
California
$1.54M +$76.3K +1,517 +5%
DWM
1223
Dakota Wealth Management
Florida
$1.54M +$1.2M +23,913 +361%
THWM
1224
Taylor Hoffman Wealth Management
Virginia
$1.53M -$9K -179 -0.6%
ANRIA
1225
American National Registered Investment Advisor
Texas
$1.53M – – –
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