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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 %
USGIU
1751
U.S. Global Investors (USGI)
Texas
$423K +$423K +8,400 New
PAM
1752
Peak Asset Management
Colorado
$422K -$22.6K -449 -5%
RC
1753
Reik & Co
New York
$421K -$26.9K -535 -6%
DLHL
1754
Donald L. Hagan LLC
Florida
$420K -$33.6K -667 -7%
GWM
1755
GSB Wealth Management
Connecticut
$419K – – –
WI
1756
Wintrust Investments
Illinois
$415K +$117K +2,337 +39%
HA
1757
Halsey Associates
Connecticut
$414K -$83.5K -1,659 -17%
CHP
1758
Cable Hill Partners
Oregon
$414K -$23.5K -466 -5%
MFW
1759
Mosaic Family Wealth
Missouri
$414K -$9.9K -197 -2%
FSCM
1760
Front Street Capital Management
Montana
$414K +$8.05K +160 +2%
KSA
1761
Ken Stern & Associates
California
$413K +$46.6K +926 +13%
AAM
1762
Aureus Asset Management
Massachusetts
$411K -$193K -3,840 -32%
JIP
1763
Jaffetilchin Investment Partners
Florida
$408K -$106K -2,100 -21%
GC
1764
Grace Capital
Massachusetts
$406K -$14.3K -284 -3%
S
1765
SimplyRich
California
$405K -$4.02K -80 -1%
CAM
1766
ClariVest Asset Management
California
$403K +$110K +2,186 +38%
PBO
1767
Peoples Bank (Ohio)
Ohio
$402K -$28.8K -574 -7%
BFC
1768
Bedel Financial Consulting
Indiana
$401K -$2.92K -58 -0.7%
WIA
1769
Westbourne Investment Advisors
Maryland
$399K -$60.3K -1,200 -13%
AFC
1770
AFT Forsyth & Company
Florida
$399K +$1.86K +37 +0.5%
NGA
1771
Naples Global Advisors
Florida
$398K -$34.7K -690 -8%
CFIA
1772
Cantor Fitzgerald Investment Advisors
New York
$398K – – –
CAM
1773
CenterStar Asset Management
Illinois
$397K – – –
BP
1774
BBR Partners
New York
$395K -$1.11K -22 -0.3%
HIM
1775
Hillsdale Investment Management
Ontario, Canada
$394K -$241K -4,790 -38%
69 70
71
72 73