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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 %
IC
1726
Investment Counsel
Michigan
$452K -$35.2K -700 -7%
FC
1727
Financial Consulate
Maryland
$451K -$12.6K -250 -3%
WC
1728
Whitnell & Co
Illinois
$450K -$20.1K -400 -4%
VNA
1729
VNBTrust National Association
Virginia
$450K +$2.52K +50 +0.6%
SFSIG
1730
San Francisco Sentry Investment Group
California
$449K -$663K -13,166 -60%
BCA
1731
Bay Colony Advisors
Massachusetts
$449K +$449K +8,925 New
AI
1732
Accredited Investors
Minnesota
$446K -$17.2K -342 -4%
KM
1733
Kalos Management
Georgia
$446K +$446K +9,035 New
RP
1734
Reinhart Partners
Wisconsin
$444K +$444K +8,820 New
PFM
1735
Peak Financial Management
Massachusetts
$443K – – –
AMCA
1736
Arthur M. Cohen & Associates
Illinois
$442K -$1.12M -22,268 -72%
PFGIA
1737
Patriot Financial Group Insurance Agency
Massachusetts
$441K -$270K -5,357 -38%
SDWMA
1738
Schneider Downs Wealth Management Advisors
Pennsylvania
$441K +$19.9K +396 +5%
SFG
1739
SNS Financial Group
Minnesota
$441K +$28.9K +574 +7%
JSL
1740
JT Stratford LLC
Georgia
$438K +$15.1K +300 +4%
LWCFA
1741
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$436K -$75.5K -1,500 -15%
CAM
1742
Congress Asset Management
Massachusetts
$434K -$107K -2,125 -20%
STA
1743
Summit Trail Advisors
New York
$431K -$1.26M -25,040 -75%
CWM
1744
Confluence Wealth Management
Oregon
$430K -$34.2K -679 -7%
SMH
1745
Sanders Morris Harris
Texas
$429K +$3.77K +75 +0.9%
LFR
1746
Lehman Financial Resources
Pennsylvania
$428K +$65.4K +1,301 +18%
IWP
1747
Icon Wealth Partners
Texas
$426K -$46.9K -933 -10%
DW
1748
Domani Wealth
Pennsylvania
$426K +$127K +2,531 +43%
WA
1749
Waverly Advisors
Alabama
$425K -$62K -1,231 -13%
CASB
1750
Cape Ann Savings Bank
Massachusetts
$423K +$423K +8,321 New
68 69
70
71 72