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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 %
CPIG
1626
Chicago Partners Investment Group
Illinois
$605K -$21.8K -412 -3%
FC
1627
Financial Consulate
Maryland
$604K – – –
MWM
1628
Mission Wealth Management
California
$603K -$1.18M -22,244 -66%
PCM
1629
Peak Capital Management
Colorado
$602K -$7.47K -151 -1%
EAM
1630
Evanson Asset Management
California
$602K +$259K +4,888 +75%
VNA
1631
VNBTrust National Association
Virginia
$598K +$122K +2,296 +26%
CA
1632
Centerpoint Advisors
Massachusetts
$598K +$598K +11,305 New
AWM
1633
Altium Wealth Management
New York
$596K +$596K +11,274 New
MCM
1634
Manchester Capital Management
Vermont
$592K +$35.2K +665 +6%
PWPS
1635
Pinnacle Wealth Planning Services
Ohio
$592K +$592K +11,183 New
SFM
1636
Signature Financial Management
Virginia
$586K -$167K -3,162 -22%
CAG
1637
Crestwood Advisors Group
Massachusetts
$586K -$23.2K -438 -4%
QAM
1638
Q3 Asset Management
Michigan
$586K +$586K +11,079 New
AWA
1639
Acorn Wealth Advisors
Michigan
$586K +$586K +11,210 New
BA
1640
Bristlecone Advisors
Washington
$585K -$33.1K -625 -5%
BIM
1641
Baldwin Investment Management
Pennsylvania
$585K – – –
DDC
1642
DF Dent & Co
Maryland
$585K +$96.8K +1,830 +20%
SWP
1643
Strategic Wealth Partners
Ohio
$582K +$582K +12,910 New
EWM
1644
Endurance Wealth Management
Rhode Island
$581K -$6.14K -116 -1%
CAM
1645
Congress Asset Management
Massachusetts
$578K -$108K -2,050 -16%
SCP
1646
Sandhill Capital Partners
New York
$577K +$35.1K +664 +6%
PCM
1647
Perkins Capital Management
Minnesota
$573K -$4.87K -92 -0.8%
OWD
1648
Osborn Williams & Donohoe
Ohio
$572K +$19.4K +366 +4%
RA
1649
Rational Advisors
New York
$570K +$274K +5,184 +93%
HCM
1650
Howland Capital Management
Massachusetts
$569K -$9.63K -182 -2%
64 65
66
67 68