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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 %
HHGA
1826
Halbert Hargrove Global Advisors
California
$342K +$13.3K +265 +4%
EIP
1827
Epoch Investment Partners
New York
$341K -$26.1K -518,385 -7%
BBWA
1828
Bell & Brown Wealth Advisors
California
$341K +$76.1K +1,512 +29%
IF
1829
IRON Financial
Illinois
$340K – – –
JGIA
1830
Jackson Grant Investment Advisers
Connecticut
$338K -$7.45K -148 -2%
SWM
1831
Segment Wealth Management
Texas
$338K +$1.96K +39 +0.6%
SFG
1832
StrategIQ Financial Group
Indiana
$338K +$10.7K +213 +3%
EMG
1833
Ellington Management Group
Connecticut
$337K -$382K -7,600 -53%
WIC
1834
Whitegate Investment Counselors
New Hampshire
$337K – – –
TCM
1835
Tradewinds Capital Management
Washington
$337K +$20.4K +405 +6%
AUIM
1836
Aegon USA Investment Management
Iowa
$335K – – –
KP
1837
Keel Point
Alabama
$334K -$60.2K -1,196 -15%
SPC
1838
Stewart & Patten Company
California
$333K -$15.2K -301 -4%
NAM
1839
North American Management
Massachusetts
$333K – – –
CWM
1840
Cedar Wealth Management
California
$333K – – –
SCM
1841
Stonehearth Capital Management
Massachusetts
$332K -$4.89K -97 -1%
AWCI
1842
Alpine Woods Capital Investors
New York
$332K – – –
LFA
1843
Legacy Financial Advisors
Kentucky
$331K -$34K -662 -9%
LRPA
1844
L. Roy Papp & Associates
Arizona
$331K -$25.1K -500 -7%
RCG
1845
Ruggie Capital Group
Florida
$330K +$555 +11 +0.2%
BCA
1846
Benchmark Capital Advisors
New York
$328K +$10.2K +203 +3%
VCM
1847
Vivaldi Capital Management
Illinois
$327K +$12.3K +244 +4%
HCIA
1848
Hochman Cole Investment Advisors
Illinois
$326K -$35.4K -702 -10%
BCM
1849
Beck Capital Management
Texas
$326K -$10.7K -212 -3%
SFS
1850
Summit Financial Strategies
Ohio
$325K -$6.14K -122 -2%
72 73
74
75 76