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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 %
SFWA
1676
Summit Financial Wealth Advisors
Louisiana
$524K -$66.5K -1,390 -11%
EM
1677
ELCO Management
New York
$519K +$167K +3,325 +48%
PFC
1678
Phocas Financial Corp
California
$514K -$19.8K -394 -4%
PGWM
1679
Parisi Gray Wealth Management
New Jersey
$513K -$824 -16 -0.2%
QCG
1680
Quadrant Capital Group
Ohio
$511K -$24.6K -505 -5%
NEIRG
1681
New England Investment & Retirement Group
Massachusetts
$509K +$28.8K +572 +6%
AIS
1682
AlphaOne Investment Services
Pennsylvania
$508K -$672K -13,344 -57%
ACM
1683
Alethea Capital Management
Washington
$506K +$506K +10,063 New
FWM
1684
Focused Wealth Management
New York
$504K -$8.1K -161 -2%
CNAM
1685
Campbell Newman Asset Management
Wisconsin
$501K – – –
JFA
1686
Johanson Financial Advisors
California
$501K +$5.64K +111 +1%
AAP
1687
Arax Advisory Partners
Colorado
$500K +$107K +2,134 +27%
FBP
1688
Flippin Bruce & Porter
Virginia
$499K – – –
SAA
1689
Southeast Asset Advisors
Georgia
$499K +$50.9K +1,012 +11%
PWM
1690
Perigon Wealth Management
California
$497K +$456K +9,073 +1,116%
AAM
1691
AMI Asset Management
California
$494K -$20.3K -404 -4%
MFG
1692
Merit Financial Group
Georgia
$494K +$62.6K +1,245 +15%
HEIP
1693
Hudson Edge Investment Partners
New Jersey
$493K -$5.03K -100 -1%
SCM
1694
Stellar Capital Management
Arizona
$492K – – –
CBA
1695
Coastal Bridge Advisors
Connecticut
$492K +$1.11K +22 +0.2%
MCM
1696
McRae Capital Management
New Jersey
$491K -$3.67K -73 -0.7%
GFP
1697
Gryphon Financial Partners
Ohio
$491K +$19K +379 +4%
MPIA
1698
Mountain Pacific Investment Advisers
Idaho
$488K – – –
HPWM
1699
Highland Private Wealth Management
Washington
$488K +$488K +9,700 New
MLIC
1700
Mandatum Life Insurance Company
Finland
$482K +$12.1K +240 +3%
66 67
68
69 70