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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 %
HR
1776
Howe & Rusling
New York
$393K -$44.2K -878 -10%
DE
1777
Day & Ennis
Georgia
$393K +$34.6K +689 +10%
BMC
1778
Benin Management Corp
Connecticut
$391K – – –
CIA
1779
CCM Investment Advisers
South Carolina
$387K -$4.27K -85 -1%
GG
1780
GenWealth Group
New Jersey
$387K +$35.4K +699 +10%
MWM
1781
MinichMacGregor Wealth Management
New York
$386K -$79.3K -1,574 -17%
QPWM
1782
Quadrant Private Wealth Management
Pennsylvania
$386K +$40.2K +800 +12%
TI
1783
Truepoint Inc
Ohio
$386K +$369K +7,327 +2,142%
IFAM
1784
Institutional & Family Asset Management
Colorado
$384K -$6.39K -127 -2%
Fiera Capital (Canada)
1785
Fiera Capital (Canada)
Quebec, Canada
$382K -$90.1K -1,792 -19%
ECM
1786
EagleClaw Capital Management
Massachusetts
$382K – – –
LI
1787
Lafayette Investments
Maryland
$381K +$554 +11 +0.1%
BI
1788
Ballast Inc
Kentucky
$381K +$8.49K +169 +2%
HCMNY
1789
Howard Capital Management (New York)
New York
$380K +$403 +8 +0.1%
NEPPG
1790
New England Professional Planning Group
Rhode Island
$379K -$159K -3,162 -30%
GCA
1791
Guardian Capital Advisors
Ontario, Canada
$379K – – –
ACM
1792
AUA Capital Management
Pennsylvania
$378K – – –
PFM
1793
Probabilities Fund Management
New York
$377K – – –
GAB
1794
German American Bancorp
Indiana
$377K +$377K +7,494 New
CFA
1795
Capstone Financial Advisors
Illinois
$376K +$1.21K +24 +0.3%
SRSA
1796
S.R. Schill & Associates
Washington
$375K +$4.03K +80 +1%
CNB
1797
Camden National Bank
Maine
$375K +$98.7K +1,963 +36%
PAA
1798
Peregrine Asset Advisers
Oregon
$374K -$126K -2,504 -25%
CFG
1799
CKW Financial Group
Hawaii
$374K -$22.6K -450 -6%
PFA
1800
Paradigm Financial Advisors
Missouri
$373K -$35.5K -706 -9%
70 71
72
73 74