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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 %
DAC
1501
Dividend Assets Capital
South Carolina
$819K -$97K -1,927 -11%
CAN
1502
Claraphi Advisory Network
United States
$815K +$108K +2,151 +15%
CCMW
1503
Cypress Capital Management (Wyoming)
Wyoming
$814K -$18.6K -370 -2%
BCP
1504
Berkeley Capital Partners
Georgia
$814K +$5.03K +100 +0.6%
QCIG
1505
Quad-Cities Investment Group
Iowa
$811K +$5.59K +111 +0.7%
YIA
1506
YHB Investment Advisors
Connecticut
$810K +$3.07K +61 +0.4%
BHIA
1507
Birch Hill Investment Advisors
Massachusetts
$809K -$61.9K -1,232 -7%
IP
1508
Intellectus Partners
California
$809K +$578K +12,116 +251%
NJBEST
1509
New Jersey Better Educational Savings Trust
New Jersey
$805K – – –
FHB
1510
First Hawaiian Bank
Hawaii
$804K -$99.9K -1,986 -11%
MCM
1511
McKinley Capital Management
Alaska
$804K +$42K +835 +6%
CA
1512
Continuum Advisory
Idaho
$803K -$74.7K -1,486 -9%
FPS
1513
Fieldpoint Private Securities
Connecticut
$803K +$8.31K +165 +1%
AIM
1514
Aspen Investment Management
Michigan
$802K -$8.45K -168 -1%
ARMC
1515
American Research & Management Company
Massachusetts
$800K +$251K +5,000 +46%
VFPI
1516
Vantage Financial Partners (Illinois)
Illinois
$799K +$50.3K +1,000 +7%
CCM
1517
Chilton Capital Management
Texas
$799K +$55.8K +1,108 +8%
OC
1518
Oakworth Capital
Alabama
$795K +$125K +2,490 +19%
ST
1519
Spinnaker Trust
Maine
$791K -$54.8K -1,089 -6%
PG
1520
Patten Group
Tennessee
$787K +$7.69K +153 +1%
EWM
1521
Evermay Wealth Management
Virginia
$776K -$214K -4,260 -22%
BCM
1522
Bienville Capital Management
New York
$775K +$108K +2,154 +16%
CA
1523
Cornerstone Advisory
Maryland
$773K +$10K +199 +1%
FBC
1524
Fairfield, Bush & Co
Connecticut
$772K +$92.5K +1,838 +14%
AI
1525
ArchPoint Investors
Florida
$772K +$671K +13,330 +667%
59 60
61
62 63