VZ icon

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 %
SAM
1876
Shamrock Asset Management
Texas
$298K +$265 +5 +0.1%
CWA
1877
Cypress Wealth Advisors
California
$298K +$29.4K +555 +11%
LC
1878
Landaas & Company
Wisconsin
$296K -$54.7K -1,033 -16%
MI
1879
Markston International
New York
$295K -$2.79M -52,657 -90%
AEPG
1880
American Economic Planning Group
New Jersey
$294K -$16.8K -318 -5%
HFS
1881
Haverford Financial Services
Pennsylvania
$293K +$10.5K +199 +4%
CC
1882
Cedar Capital
Illinois
$292K +$59.6K +1,128 +26%
DWM
1883
Dynasty Wealth Management
Florida
$292K +$292K +5,522 New
Dodge & Cox
1884
Dodge & Cox
California
$291K – – –
SFP
1885
Shepherd Financial Partners
Massachusetts
$291K +$22.2K +421 +8%
TPW
1886
Tiller Private Wealth
Pennsylvania
$289K +$61.1K +1,155 +27%
MMM
1887
Mendel Money Management
Illinois
$289K +$289K +5,469 New
DT
1888
Diversified Trust
Tennessee
$287K -$40.3K -762 -12%
TFO
1889
Tarbox Family Office
California
$286K +$901 +17 +0.3%
SFC
1890
SYM Financial Corp
Indiana
$284K +$284K +5,360 New
CBOR
1891
Community Bank of Raymore
Missouri
$282K – – –
4IG
1892
440 Investment Group
Kansas
$281K +$281K +5,300 New
BL
1893
Balentine LLC
Georgia
$278K -$3.39K -64 -1%
KA
1894
Klingman & Associates
New York
$276K -$18.6K -352 -6%
OWP
1895
Obermeyer Wealth Partners
Colorado
$275K +$8.51K +161 +3%
BCM
1896
Becker Capital Management
Oregon
$275K +$275K +5,195 New
CF
1897
Corrigan Financial
Rhode Island
$274K -$60.9K -1,150 -18%
AWMG
1898
Alliance Wealth Management Group
New Jersey
$272K -$319K -6,003 -54%
CHAM
1899
Clear Harbor Asset Management
Connecticut
$272K -$227K -4,290 -45%
GC
1900
Gilbert & Cook
Iowa
$272K -$1.32K -25 -0.5%
74 75
76
77 78