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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 %
KTM
1426
Keeler Thomas Management
Utah
$962K +$95.5K +1,900 +11%
SFA
1427
Sequoia Financial Advisors
Ohio
$960K +$41.2K +820 +4%
BSPF
1428
British Steel Pension Fund
United Kingdom
$958K -$1.2M -23,922 -56%
TRIM
1429
Thompson Rubinstein Investment Management
Oregon
$953K -$40.3K -800 -4%
LIC
1430
Lodestar Investment Counsel
Illinois
$946K -$132K -2,627 -12%
CNC
1431
Citizens & Northern Corp
Pennsylvania
$946K +$43.2K +859 +5%
BIM
1432
Baldwin Investment Management
Pennsylvania
$945K +$390K +7,750 +70%
TC
1433
Trilogy Capital
California
$943K +$222K +4,415 +31%
ECM
1434
Element Capital Management
New York
$942K +$942K +18,733 New
LC
1435
LCNB Corp
Ohio
$938K +$203K +4,042 +28%
PK
1436
Pflug Koory
Nebraska
$930K -$149K -2,966 -14%
HCP
1437
Holt Capital Partners
Texas
$927K +$40.9K +812 +5%
GRP
1438
Global Retirement Partners
California
$927K +$78.6K +1,563 +9%
QCMC
1439
Quantum Capital Management (California)
California
$925K -$29.4K -585 -3%
WP
1440
Wedgewood Partners
Missouri
$924K -$145K -2,875 -14%
TFCM
1441
Taylor Frigon Capital Management
Arizona
$923K -$55K -1,093 -6%
LOAMS
1442
Lombard Odier Asset Management (Switzerland)
Switzerland
$921K -$155K -3,090 -14%
DMK
1443
David M. Knott
$921K – – –
VCWA
1444
Vanguard Capital Wealth Advisors
Colorado
$918K -$15K -298 -2%
CPA
1445
Clear Perspective Advisors
Illinois
$918K +$553 +11 +0.1%
FMWA
1446
Forvis Mazars Wealth Advisors
Missouri
$913K -$39.5K -786 -4%
CS
1447
Credential Securities
$912K -$673K -13,367 -42%
MCM
1448
Monarch Capital Management
Indiana
$911K -$5.28K -105 -0.6%
BMM
1449
Buffington Mohr McNeal
Idaho
$903K -$431K -8,566 -32%
CAW
1450
Cornerstone Advisors (Washington)
Washington
$899K +$21.5K +427 +2%
56 57
58
59 60