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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 %
MCWS
1601
McKinley Carter Wealth Services
West Virginia
$654K -$35.2K -700 -5%
MCA
1602
Mercer Capital Advisers
New Jersey
$653K +$25.2K +500 +4%
ODCM
1603
Old Dominion Capital Management
Virginia
$644K -$3.12K -62 -0.5%
AIM
1604
Advantage Investment Management
Iowa
$642K -$954K -18,961 -60%
KIA
1605
Kopp Investment Advisors
Minnesota
$642K +$3.42K +68 +0.5%
MCM
1606
Manchester Capital Management
Vermont
$642K +$107K +2,127 +20%
LPC
1607
Loeb Partners Corp
New York
$636K +$253K +5,031 +66%
MAA
1608
Mraz Amerine & Associates
California
$633K +$231K +4,585 +57%
FCAG
1609
First Capital Advisors Group
New Jersey
$631K -$15.9K -316 -2%
FA
1610
Fagan Associates
New York
$631K +$251 +5 +0%
CAS
1611
Cue Advisory Services
Arizona
$629K -$61.9K -1,231 -9%
BFC
1612
Blue Fin Capital
Rhode Island
$628K +$50 +1 +0%
BRC
1613
Bell Rock Capital
Delaware
$627K -$133K -2,638 -17%
HTHT
1614
Hemenway Trust Hemenway Trust
New Hampshire
$627K -$55.9K -1,110 -8%
SAM
1615
Security Asset Management
New York
$621K – – –
CIA
1616
CSat Investment Advisory
Michigan
$616K +$616K +12,245 New
PCTC
1617
Perkins Coie Trust Company
Washington
$612K -$20.1K -400 -3%
TCMG
1618
TSP Capital Management Group
New Jersey
$609K -$5.03K -100 -0.8%
SIM
1619
SSI Investment Management
California
$606K -$75.1K -1,493 -11%
CCM
1620
Cribstone Capital Management
Maine
$605K -$41.8K -831 -6%
WDL
1621
Well Done LLC
Michigan
$605K -$4.92K -98 -0.8%
CCG
1622
Chatham Capital Group
Georgia
$603K +$7.34K +146 +1%
SCP
1623
Syntal Capital Partners
Texas
$602K +$13.3K +265 +2%
HCM
1624
Howland Capital Management
Massachusetts
$600K -$91.1K -1,810 -13%
SAM
1625
Summit Asset Management
Tennessee
$599K +$1.36K +27 +0.2%
63 64
65
66 67