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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 %
SCI
1576
Stableford Capital II
Arizona
$687K -$7.09K -141 -1%
PCM
1577
Prelude Capital Management
New York
$687K +$687K +13,654 New
HBT
1578
Hills Bank & Trust
Iowa
$684K -$10.1K -200 -1%
WP
1579
WMS Partners
Maryland
$683K -$32.4K -644 -5%
CA
1580
Capital Advantage
California
$682K +$1.16K +23 +0.2%
CHA
1581
Cedar Hill Associates
Illinois
$681K +$48.7K +968 +8%
GBBWRPM
1582
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$680K +$1.26K +25 +0.2%
GSC
1583
G&S Capital
Colorado
$676K +$143K +2,850 +27%
TCM
1584
Telos Capital Management
California
$675K -$147K -2,911 -18%
CG
1585
Colony Group
Massachusetts
$675K -$77.3K -1,537 -10%
RGC
1586
Roberts, Glore & Co
Illinois
$671K -$27.3K -543 -4%
RA
1587
RFG Advisory
Alabama
$670K -$358K -7,106 -35%
BCWM
1588
Blue Chip Wealth Management
Florida
$667K +$19.1K +380 +3%
GI
1589
Gradient Investments
Minnesota
$666K +$45K +894 +7%
BCA
1590
Bray Capital Advisors
Florida
$665K -$10.1K -200 -1%
VIA
1591
Vantage Investment Advisors
Pennsylvania
$663K -$56.5K -1,124 -8%
SAM
1592
Sequent Asset Management
Texas
$663K -$52K -1,034 -7%
DAM
1593
Doheny Asset Management
California
$663K – – –
AWM
1594
Aevitas Wealth Management
Massachusetts
$662K +$100K +1,994 +18%
BWA
1595
BDO Wealth Advisors
Florida
$661K +$76.7K +1,525 +13%
FRM
1596
Fox Run Management
Connecticut
$660K +$660K +13,114 New
HWA
1597
HCR Wealth Advisors
California
$659K – – –
SP
1598
Successful Portfolios
Florida
$657K +$42.1K +836 +7%
UBV
1599
United Bank (Virginia)
Virginia
$656K -$76K -1,510 -10%
RWM
1600
RKL Wealth Management
Pennsylvania
$654K -$106K -2,112 -14%
62 63
64
65 66