VZ icon

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 %
GWS
1801
Glassman Wealth Services
Virginia
$369K -$133K -2,640 -26%
WCM
1802
Windsor Capital Management
Arizona
$365K -$61.5K -1,222 -14%
SFP
1803
Shepherd Financial Partners
Massachusetts
$365K -$9.62K -191 -3%
KCM
1804
Kendall Capital Management
Maryland
$361K +$361K +7,179 New
FTI
1805
Fiduciary Trust International
Massachusetts
$360K – – –
MFW
1806
Meristem Family Wealth
Minnesota
$360K +$58.8K +1,168 +20%
EAMA
1807
EFG Asset Management (Americas)
Florida
$359K -$90.2K -1,761 -20%
WA
1808
Winfield Associates
Ohio
$359K +$39K +775 +12%
ACM
1809
Arlington Capital Management
Illinois
$358K +$32.9K +654 +10%
BFG
1810
Barber Financial Group
Kansas
$357K +$5.04K +100 +1%
PCMC
1811
Paragon Capital Management (Colorado)
Colorado
$356K -$7.55K -150 -2%
KS
1812
Karpas Strategies
Connecticut
$355K -$40.2K -800 -10%
GD
1813
Grandfield & Dodd
New York
$355K -$50 -1 -0%
BMCM
1814
Bryn Mawr Capital Management
Pennsylvania
$353K -$23.7K -470 -6%
NPPM
1815
North Point Portfolio Managers
Ohio
$352K -$6.14K -122 -2%
EF
1816
Empirical Finance
Pennsylvania
$351K -$132K -2,627 -27%
PMFA
1817
Plante Moran Financial Advisors
Michigan
$351K -$62.5K -1,242 -15%
VFP
1818
Verus Financial Partners
Virginia
$351K -$43.9K -874 -11%
LC
1819
Loews Corp
New York
$351K +$351K +6,980 New
AIA
1820
AIMZ Investment Advisors
California
$350K – – –
RP
1821
Rowlandmiller & Partners
Georgia
$348K – – –
ACM
1822
Ashford Capital Management
Delaware
$348K – – –
TWM
1823
Titus Wealth Management
California
$348K +$348K +6,293 New
HGWM
1824
Harvest Group Wealth Management
Massachusetts
$346K -$421K -8,370 -55%
BWA
1825
Burt Wealth Advisors
Maryland
$346K -$33.6K -668 -9%
71 72
73
74 75