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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 %
CF
1701
Copperwynd Financial
Arizona
$506K +$506K +9,560 New
MAA
1702
Mraz Amerine & Associates
California
$505K +$582 +11 +0.1%
WIA
1703
Westbourne Investment Advisors
Maryland
$505K +$79.5K +1,500 +19%
JSL
1704
JT Stratford LLC
Georgia
$504K -$52.2K -986 -9%
CCM
1705
Consolidated Capital Management
California
$504K +$46.6K +880 +10%
SAM
1706
Summit Asset Management
Tennessee
$503K – – –
SBL
1707
Sargent Bickham Lagudis
Colorado
$498K -$267K -5,040 -35%
HIC
1708
Hartline Investment Corp
Illinois
$497K -$35.1K -664 -7%
SWM
1709
Segment Wealth Management
Texas
$496K -$199K -3,763 -29%
LPC
1710
Loeb Partners Corp
New York
$496K +$81.5K +1,540 +20%
WA
1711
WESPAC Advisors
California
$495K +$140K +2,644 +39%
PAM
1712
Peak Asset Management
Colorado
$492K -$39K -736 -7%
BFPW
1713
BOK Financial Private Wealth
Colorado
$491K -$143K -2,700 -23%
CA
1714
Cambridge Advisors
Nebraska
$490K +$1.48K +28 +0.3%
PCMC
1715
Paragon Capital Management (Colorado)
Colorado
$489K – – –
BCM
1716
Beck Capital Management
Texas
$489K +$234K +4,425 +92%
BAM
1717
Brave Asset Management
New Jersey
$486K -$2.07K -39 -0.4%
AI
1718
Accredited Investors
Minnesota
$484K -$1.66M -31,288 -77%
DWM
1719
Darwin Wealth Management
Florida
$484K +$166K +3,126 +52%
AFC
1720
AFT Forsyth & Company
Florida
$482K +$482K +9,098 New
SAM
1721
Symphony Asset Management
California
$482K +$482K +9,104 New
PCFFS
1722
Pacific Center for Financial Services
California
$479K +$40.6K +767 +9%
DLHL
1723
Donald L. Hagan LLC
Florida
$477K +$26.5K +500 +6%
OPWM
1724
Oak Point Wealth Management
Michigan
$476K +$476K +9,004 New
MFW
1725
Mosaic Family Wealth
Missouri
$473K -$893K -16,870 -65%
67 68
69
70 71