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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 %
OIA
1451
OneDigital Investment Advisors
Kansas
$898K -$213K -4,236 -19%
CWP
1452
Capital Wealth Planning
Florida
$896K – – –
FMB
1453
Field & Main Bank
Kentucky
$893K -$20.6K -400 -2%
ROTUOC
1454
Regents of the University of California
California
$892K – – –
P
1455
Pitcairn
Pennsylvania
$891K -$84.9K -1,687 -9%
MC
1456
Mathes Company
New York
$889K +$5.03K +100 +0.6%
ADL
1457
Asset Dedication LLC
California
$888K +$10.7K +213 +1%
SWM
1458
Stockman Wealth Management
Montana
$884K -$135K -2,685 -13%
SJIM
1459
St. Johns Investment Management
Florida
$883K -$46.2K -919 -5%
AWA
1460
AmeriServ Wealth Advisors
Pennsylvania
$882K -$167K -3,310 -16%
VWA
1461
V Wealth Advisors
Kansas
$881K +$8.56K +167 +1%
HCM
1462
Highlander Capital Management
New Jersey
$877K -$301K -5,975 -26%
EWF
1463
Epstein & White Financial
California
$876K -$70.3K -1,384 -7%
NB
1464
Nicolet Bankshares
Wisconsin
$876K -$4.98K -99 -0.6%
NAM
1465
Needelman Asset Management
California
$874K +$10.1K +200 +1%
NERM
1466
New England Research & Management
Illinois
$873K -$37.7K -750 -4%
JFL
1467
Jarislowsky, Fraser Ltd
Quebec, Canada
$872K -$14.7K -293 -2%
CC
1468
Cadinha & Co
Hawaii
$870K +$12.4K +247 +1%
MWM
1469
Meridian Wealth Management
Kentucky
$870K +$40K +796 +5%
BWM
1470
BigSur Wealth Management
Florida
$863K -$26.3K -523 -3%
NME
1471
Notis-McConarty Edward
$863K – – –
AIM
1472
Avity Investment Management
Connecticut
$861K +$60.4K +1,200 +8%
RIA
1473
Regal Investment Advisors
Michigan
$859K -$438K -8,717 -34%
FAT
1474
First American Trust
California
$859K +$270K +5,359 +46%
SSG
1475
Summit Securities Group
New York
$859K +$411K +8,179 +92%
57 58
59
60 61