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Verizon
VZ

Overview Fund Activity

2,127 hedge funds and large institutions have $140B invested in Verizon in 2017 Q4 according to their latest regulatory filings, with 290 funds opening new positions, 816 increasing their positions, 867 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,127
Holders Change
+213
Holders Change %
+11.13%
% of All Funds
48.31%
Holding in Top 10
132
Holding in Top 10 Change
+27
Holding in Top 10 Change %
+25.71%
% of All Funds
3%
New
290
Increased
816
Reduced
867
Closed
62
Calls
$1.67B
Puts
$1.68B
Net Calls
-$12.4M
Net Calls Change
-$358M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.21B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$601M
3
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$599M
4
Boston Partners
Boston Partners
Massachusetts
+$391M
5
Norges Bank
Norges Bank
Norway
+$324M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$786M
2
Citadel Advisors
Citadel Advisors
Florida
-$308M
3
Nordea Investment Management
Nordea Investment Management
Sweden
-$307M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$253M
5
Viking Global Investors
Viking Global Investors
Connecticut
-$184M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFR
1826
Lehman Financial Resources
Pennsylvania
$348K +$58.4K +1,103 +20%
SICM
1827
Sustainable Insight Capital Management
New York
$344K -$476K -9,000 -58%
NA
1828
Nottingham Advisors
New York
$343K -$2.38K -45 -0.7%
GCA
1829
Gideon Capital Advisors
New York
$343K +$343K +6,479 New
HFA
1830
High Falls Advisors
New York
$339K +$27.4K +519 +9%
TCM
1831
Tradewinds Capital Management
Washington
$338K -$38.5K -729 -10%
BCA
1832
Benchmark Capital Advisors
New York
$336K -$23K -434 -6%
WI
1833
Wintrust Investments
Illinois
$334K -$77.4K -1,463 -19%
CCM
1834
Condor Capital Management
New Jersey
$334K -$54.5K -1,028 -14%
MFW
1835
Meristem Family Wealth
Minnesota
$334K – – –
WP
1836
WealthShield Partners
North Carolina
$333K +$333K +6,224 New
W
1837
WealthShield
North Carolina
$333K +$333K +6,224 New
FNBSF
1838
First National Bank Sioux Falls
South Dakota
$332K – – –
HHGA
1839
Halbert Hargrove Global Advisors
California
$332K +$53.7K +1,013 +19%
AWM
1840
Aries Wealth Management
Maine
$330K +$330K +6,358 New
AMM
1841
American Money Management
California
$329K +$45K +850 +16%
TIM
1842
Thompson Investment Management
Wisconsin
$327K -$68.4K -1,290 -17%
CAM
1843
ClariVest Asset Management
California
$326K +$326K +6,151 New
FPCP
1844
Fort Point Capital Partners
California
$324K -$25.5K -482 -7%
DI
1845
Diligent Investors
California
$324K -$2.97K -56 -0.9%
SFG
1846
StrategIQ Financial Group
Indiana
$324K +$36.8K +694 +13%
PCM
1847
Poehling Capital Management
Wisconsin
$324K +$324K +6,122 New
ANTB
1848
AMG National Trust Bank
Colorado
$321K – – –
HFA
1849
Huber Financial Advisors
Illinois
$321K +$321K +6,055 New
IMOV
1850
Investment Management of Virginia
Virginia
$320K -$10.6K -200 -3%
72 73
74
75 76