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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 %
PIA
1551
Pinion Investment Advisors
Kansas
$735K +$8.45K +168 +1%
SG
1552
StoneX Group
New York
$734K +$31K +616 +4%
SWA
1553
Sutton Wealth Advisors
Florida
$726K -$3.52K -70 -0.5%
NFG
1554
Nadler Financial Group
Illinois
$724K -$6.04K -120 -0.8%
AB
1555
Atlas Brown
Kentucky
$723K +$1.69K +33 +0.2%
CA
1556
Centerpoint Advisors
Massachusetts
$719K +$55.8K +1,110 +8%
WWM
1557
Windsor Wealth Management
Indiana
$717K -$89.8K -1,784 -11%
WB
1558
Wilks Brothers
Texas
$714K +$714K +14,200 New
SRC
1559
Shufro Rose & Co
New York
$712K -$13.9K -277 -2%
SWA
1560
SFMG Wealth Advisors
Texas
$710K -$94.2K -1,872 -12%
XS
1561
XR Securities
Illinois
$708K +$708K +14,079 New
FHC
1562
First Heartland Consultants
Missouri
$705K -$79K -1,570 -10%
CFA
1563
Cahill Financial Advisors
Minnesota
$702K -$12.6K -251 -2%
MHIM
1564
MacNealy Hoover Investment Management
Ohio
$702K – – –
GEA
1565
Glen Eagle Advisors
New Jersey
$700K -$25.4K -504 -3%
SIC
1566
SFE Investment Counsel
California
$698K +$6.59K +131 +1%
HWA
1567
Heritage Wealth Advisors
Virginia
$698K +$698K +13,855 New
B
1568
Bridgeworth
Alabama
$697K -$117K -2,321 -14%
AGA
1569
Accuvest Global Advisors
Utah
$697K +$697K +13,850 New
LCM
1570
Landscape Capital Management
New Jersey
$694K -$1.01M -20,116 -59%
MAM
1571
Morse Asset Management
Connecticut
$694K -$2.51K -50 -0.4%
KFGK
1572
Keystone Financial Group (Kentucky)
Kentucky
$693K +$25.9K +514 +4%
SICM
1573
Sustainable Insight Capital Management
New York
$692K -$1.17M -23,240 -63%
SC
1574
Searle & Co
Connecticut
$690K – – –
TFS
1575
TrustCore Financial Services
Tennessee
$688K +$2.16K +43 +0.3%
61 62
63
64 65