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Verizon
VZ

Overview Fund Activity

2,363 hedge funds and large institutions have $155B invested in Verizon in 2018 Q4 according to their latest regulatory filings, with 309 funds opening new positions, 970 increasing their positions, 902 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,363
Holders Change
+193
Holders Change %
+8.89%
% of All Funds
52.73%
Holding in Top 10
261
Holding in Top 10 Change
+131
Holding in Top 10 Change %
+100.77%
% of All Funds
5.82%
New
309
Increased
970
Reduced
902
Closed
93
Calls
$2.02B
Puts
$1.4B
Net Calls
+$627M
Net Calls Change
+$387M

Top Buyers

1
BlackRock
BlackRock
New York
+$1.31B
2
Vanguard Group
Vanguard Group
Pennsylvania
+$636M
3
DZ Bank
DZ Bank
Germany
+$421M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$394M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$313M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$404M
2
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$315M
3
Morgan Stanley
Morgan Stanley
New York
-$265M
4
JIM
Jupiter Investment Management
United Kingdom
-$244M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$188M
Name Holding Trade Value Shares
Change 		Shares
Change %
BHWM
1851
Bay Harbor Wealth Management
Maryland
$535K +$535K +9,510 New
HA
1852
Halsey Associates
Connecticut
$533K +$37K +659 +7%
CF
1853
Copperwynd Financial
Arizona
$532K -$2.59K -46 -0.5%
KM
1854
Kalos Management
Georgia
$532K +$113K +2,049 +27%
WA
1855
Winfield Associates
Ohio
$531K +$61.9K +1,100 +13%
LIM
1856
Loudon Investment Management
New Hampshire
$530K -$80.2K -1,426 -13%
RHDIC
1857
R.H. Dinel Investment Counsel
California
$526K +$526K +9,363 New
WG
1858
Winton Group
United Kingdom
$525K -$197K -3,507 -27%
SC
1859
SRB Corp
Massachusetts
$525K +$525K +9,343 New
CA
1860
Capital Advantage
California
$520K -$57.5K -1,022 -10%
SDWMA
1861
Schneider Downs Wealth Management Advisors
Pennsylvania
$520K -$15.2K -270 -3%
CGL
1862
Clarius Group LLC
Washington
$520K +$167K +2,967 +47%
HI
1863
HBK Investments
Texas
$519K +$519K +9,235 New
FWM
1864
Foresight Wealth Management
Utah
$518K +$518K +9,217 New
CCM
1865
Consolidated Capital Management
California
$517K +$4.27K +76 +0.8%
NGA
1866
Naples Global Advisors
Florida
$516K +$40.8K +708 +9%
Balyasny Asset Management
1867
Balyasny Asset Management
Illinois
$515K -$1.46M -26,038 -74%
DIM
1868
DC Investments Management
Virginia
$514K +$43.4K +772 +9%
PCFFS
1869
Pacific Center for Financial Services
California
$512K -$15.3K -272 -3%
F
1870
F3Logic
Minnesota
$511K +$511K +9,127 New
IC
1871
InterOcean Capital
Illinois
$509K -$19K -338 -4%
HR
1872
Howe & Rusling
New York
$507K -$73.6K -1,311 -13%
FC
1873
Financial Consulate
Maryland
$506K +$2.47K +44 +0.5%
CCG
1874
Chatham Capital Group
Georgia
$505K – – –
WIA
1875
World Investment Advisors
California
$505K +$505K +9,279 New
73 74
75
76 77