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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 %
ICM
1651
Intrepid Capital Management
Florida
$556K +$556K +11,060 New
CCWA
1652
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$554K +$554K +11,011 New
SCG
1653
Sonata Capital Group
Washington
$552K -$57.7K -1,146 -9%
LIA
1654
LBMC Investment Advisors
Tennessee
$551K -$95.4K -1,897 -15%
LAIC
1655
Lederer & Associates Investment Counsel
California
$550K +$13.8K +275 +3%
BFA
1656
Beaumont Financial Advisors
Massachusetts
$549K -$25.5K -507 -4%
BAM
1657
Brave Asset Management
New Jersey
$548K +$38.4K +763 +8%
SCP
1658
Sandhill Capital Partners
New York
$547K -$4.03K -80 -0.7%
LIM
1659
Loudon Investment Management
New Hampshire
$546K +$33.7K +670 +7%
VAM
1660
Verity Asset Management
North Carolina
$546K +$243K +4,840 +80%
PCM
1661
Perkins Capital Management
Minnesota
$543K -$1.26K -25 -0.2%
MA
1662
MCF Advisors
Kentucky
$542K +$22.4K +445 +4%
OWD
1663
Osborn Williams & Donohoe
Ohio
$541K -$2.77K -55 -0.5%
JPMIA
1664
J.P. Marvel Investment Advisors
Massachusetts
$540K -$9.56K -190 -2%
OFW
1665
Omnia Family Wealth
Florida
$539K +$157K +3,126 +41%
ACM
1666
Adalta Capital Management
New York
$538K +$20.9K +415 +4%
NPF
1667
Norris Perne & French
Michigan
$536K +$24.8K +494 +5%
WA
1668
Wealth Architects
California
$533K -$9.3K -185 -2%
WC
1669
Weil Company
California
$532K -$2.57K -51 -0.5%
VCM
1670
Versant Capital Management
Arizona
$531K +$21K +418 +4%
PFM
1671
Parsec Financial Management
North Carolina
$531K +$33.8K +672 +7%
DWM
1672
Darwin Wealth Management
Florida
$530K +$26.7K +532 +5%
ACP
1673
Aveo Capital Partners
Colorado
$526K +$6.25K +124 +1%
MWM
1674
Mission Wealth Management
California
$526K +$11.6K +230 +2%
PL
1675
Parthenon LLC
Kentucky
$525K -$30.6K -608 -6%
65 66
67
68 69