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Verizon
VZ

Overview Fund Activity

2,127 hedge funds and large institutions have $140B invested in Verizon in 2017 Q4 according to their latest regulatory filings, with 290 funds opening new positions, 816 increasing their positions, 867 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,127
Holders Change
+213
Holders Change %
+11.13%
% of All Funds
48.31%
Holding in Top 10
132
Holding in Top 10 Change
+27
Holding in Top 10 Change %
+25.71%
% of All Funds
3%
New
290
Increased
816
Reduced
867
Closed
62
Calls
$1.67B
Puts
$1.68B
Net Calls
-$12.4M
Net Calls Change
-$358M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.21B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$601M
3
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$599M
4
Boston Partners
Boston Partners
Massachusetts
+$391M
5
Norges Bank
Norges Bank
Norway
+$324M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$786M
2
Citadel Advisors
Citadel Advisors
Florida
-$308M
3
Nordea Investment Management
Nordea Investment Management
Sweden
-$307M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$253M
5
Viking Global Investors
Viking Global Investors
Connecticut
-$184M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCIA
1601
Campbell & Co Investment Adviser
Maryland
$644K +$644K +12,164 New
SAM
1602
Security Asset Management
New York
$643K – – –
GAG
1603
GM Advisory Group
New York
$641K +$47.4K +896 +8%
AWM
1604
Aevitas Wealth Management
Massachusetts
$640K +$640K +12,084 New
PAA
1605
Peregrine Asset Advisers
Oregon
$639K -$7.11M -134,398 -92%
CCG
1606
Chatham Capital Group
Georgia
$638K +$41.8K +789 +7%
TC
1607
Trilogy Capital
California
$635K +$635K +11,988 New
ARMC
1608
American Research & Management Company
Massachusetts
$634K +$120K +2,269 +23%
MCA
1609
Mercer Capital Advisers
New Jersey
$629K +$1.22K +23 +0.2%
PCTC
1610
Perkins Coie Trust Company
Washington
$628K – – –
CHA
1611
Cedar Hill Associates
Illinois
$627K +$61.6K +1,164 +11%
FSA
1612
Financial Sense Advisors
California
$623K -$2.78M -52,484 -82%
SFG
1613
SNS Financial Group
Minnesota
$621K +$13.5K +255 +2%
MA
1614
MCF Advisors
Kentucky
$618K -$12.1K -229 -2%
CWA
1615
Clarus Wealth Advisors
Arizona
$618K +$618K +11,676 New
Treasurer of the State of North Carolina
1616
Treasurer of the State of North Carolina
North Carolina
$617K +$617K +11,663 New
FA
1617
FCG Advisors
New Jersey
$616K -$133K -2,951 -18%
TCM
1618
Traynor Capital Management
Pennsylvania
$615K +$45K +850 +8%
FWM
1619
Focused Wealth Management
New York
$614K -$152K -2,875 -20%
WA
1620
Wealth Architects
California
$613K -$794 -15 -0.1%
WDL
1621
Well Done LLC
Michigan
$611K +$86.9K +1,640 +17%
PL
1622
Parthenon LLC
Kentucky
$609K -$109K -2,052 -15%
BRC
1623
Bell Rock Capital
Delaware
$608K -$22.5K -424 -4%
QIM
1624
Quest Investment Management
Oregon
$608K – – –
NPF
1625
Norris Perne & French
Michigan
$606K +$18.2K +344 +3%
63 64
65
66 67