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Verizon
VZ

Overview Fund Activity

1,914 hedge funds and large institutions have $130B invested in Verizon in 2017 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 771 increasing their positions, 901 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,914
Holders Change
-11
Holders Change %
-0.57%
% of All Funds
47.79%
Holding in Top 10
105
Holding in Top 10 Change
+27
Holding in Top 10 Change %
+34.62%
% of All Funds
2.62%
New
98
Increased
771
Reduced
901
Closed
92
Calls
$1.97B
Puts
$1.63B
Net Calls
+$346M
Net Calls Change
+$324M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.72B
2
Bank of America
Bank of America
North Carolina
+$385M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$273M
4
Citadel Advisors
Citadel Advisors
Florida
+$260M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$238M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$377M
2
APG Asset Management
APG Asset Management
Netherlands
-$307M
3
CS
Credit Suisse
Switzerland
-$210M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$206M
5
Capital International Investors
Capital International Investors
California
-$191M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
1751
AlphaStar Capital Management
North Carolina
$252K +$252K +5,098 New
SFP
1752
Shepherd Financial Partners
Massachusetts
$251K -$28.6K -581 -10%
CWA
1753
Cypress Wealth Advisors
California
$251K +$18.1K +366 +8%
OWP
1754
Obermeyer Wealth Partners
Colorado
$250K -$11.7K -235 -4%
CPA
1755
Cowen Prime Advisors
New York
$250K – – –
HCC
1756
Hirtle Callaghan & Co
Pennsylvania
$250K +$223K +4,500 +818%
GIP
1757
Greatmark Investment Partners
Georgia
$249K +$4.95K +100 +2%
AWS
1758
AJ Wealth Strategies
New York
$247K -$66.3K -1,342 -21%
NPPM
1759
North Point Portfolio Managers
Ohio
$247K – – –
LCM
1760
Leisure Capital Management
California
$246K – – –
FNBOH
1761
First National Bank of Hutchinson
Kansas
$245K – – –
FAM
1762
Fenimore Asset Management
New York
$245K +$245K +4,957 New
RTS
1763
Round Table Services
New Jersey
$243K -$18.9K -381 -7%
IAS
1764
IMA Advisory Services
Colorado
$243K – – –
PWAG
1765
Polaris Wealth Advisory Group
California
$243K +$890 +18 +0.4%
MTC
1766
McDaniel Terry & Co
Texas
$242K – – –
LD
1767
Lipe & Dalton
New York
$241K – – –
CD
1768
Carl Domino
Florida
$240K -$26K -525 -10%
SLA
1769
Silver Lake Advisory
Utah
$240K +$841 +17 +0.4%
CAPTRUST Financial Advisors
1770
CAPTRUST Financial Advisors
North Carolina
$240K +$240K +4,792 New
CFP
1771
Cornerstone Financial Partners
North Carolina
$239K +$9.94K +201 +4%
JT
1772
Jump Trading
Illinois
$239K +$239K +4,838 New
IP
1773
Intellectus Partners
California
$238K -$68.8K -1,391 -22%
VSWA
1774
Vontobel Swiss Wealth Advisors
Switzerland
$238K +$11.1K +224 +5%
BCM
1775
Beck Capital Management
Texas
$238K +$238K +4,810 New
69 70
71
72 73