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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 %
MIP
1526
Marietta Investment Partners
Wisconsin
$770K +$101K +2,000 +15%
NEPWA
1527
New England Private Wealth Advisors
Massachusetts
$769K -$248K -4,925 -24%
MLFP
1528
MPS Loria Financial Planners
Illinois
$769K -$18.8K -373 -2%
HL
1529
HeadInvest LLC
Maine
$769K -$1.71K -34 -0.2%
LCM
1530
Lucas Capital Management
New Jersey
$766K -$16.7K -331 -2%
AWM
1531
AllSquare Wealth Management
New York
$764K +$37K +736 +5%
BWAM
1532
Boyd Watterson Asset Management
Ohio
$763K -$198K -3,932 -21%
CVM
1533
Cheviot Value Management
California
$763K -$15.3K -305 -2%
TL
1534
TrueWealth LLC
Georgia
$761K +$14K +278 +2%
BLAM
1535
Bourne Lent Asset Management
New York
$760K -$5.03K -100 -0.7%
GAMA
1536
Graticule Asia Macro Advisors
New York
$760K +$760K +15,100 New
BCMO
1537
Buckingham Capital Management (Ohio)
Ohio
$759K -$583K -11,599 -43%
CAM
1538
Cozad Asset Management
Illinois
$758K +$758K +15,067 New
PAWC
1539
P.A.W. Capital
Connecticut
$755K -$75.5K -1,500 -9%
CAC
1540
Certified Advisory Corp
Florida
$751K +$20.7K +411 +3%
SGA
1541
Strategic Global Advisors
California
$747K – – –
AAM
1542
American Asset Management
Florida
$745K +$25.2K +500 +3%
NSB
1543
Norway Savings Bank
Maine
$744K +$5.73K +114 +0.8%
SPC
1544
Salient Private Client
Texas
$741K +$10.6K +210 +1%
CB
1545
CNB Bank
Pennsylvania
$740K -$41K -815 -5%
CCM
1546
Crossvault Capital Management
Texas
$739K – – –
CC
1547
Cedar Capital
Illinois
$739K +$280K +5,558 +61%
DBIA
1548
Dumont & Blake Investment Advisors
New Jersey
$737K +$1.51K +30 +0.2%
SFM
1549
Signature Financial Management
Virginia
$737K +$188K +3,731 +34%
SP
1550
Sarasin & Partners
United Kingdom
$735K – – –
60 61
62
63 64