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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 %
WAS
1876
Winch Advisory Services
Wisconsin
$297K -$1.31M -26,024 -81%
NIM
1877
NuWave Investment Management
New Jersey
$297K +$114K +2,256 +62%
NWM
1878
Northwest Wealth Management
Iowa
$296K +$23.1K +460 +8%
SMM
1879
Stadion Money Management
Georgia
$294K -$21.5K -426 -7%
AWM
1880
Aries Wealth Management
Maine
$294K – – –
OCM
1881
Osterweis Capital Management
California
$294K +$294K +5,842 New
CAAS
1882
Capital Asset Advisory Services
Michigan
$293K +$21.5K +428 +8%
NED
1883
Nancy E. Dempze
$292K – – –
GAM
1884
Gould Asset Management
California
$291K -$7.76K -154 -3%
DIA
1885
Davidson Investment Advisors
Montana
$291K +$24.6K +490 +9%
CG
1886
CFO4Life Group
Texas
$288K -$13.7K -272 -5%
FNBOH
1887
First National Bank of Hutchinson
Kansas
$288K -$10.1K -200 -3%
RAM
1888
Riggs Asset Management
Pennsylvania
$287K -$22.2K -440 -7%
CBOR
1889
Community Bank of Raymore
Missouri
$286K +$18.1K +360 +7%
AMM
1890
American Money Management
California
$285K -$37.1K -736 -12%
PP
1891
PDS Planning
Ohio
$284K +$1.21K +24 +0.4%
SMFS
1892
Squar Milner Financial Services
California
$284K +$2.37K +47 +0.8%
WLIM
1893
White Lighthouse Investment Management
Massachusetts
$283K -$27.6K -548 -9%
SAM
1894
Shamrock Asset Management
Texas
$283K -$5.53K -110 -2%
SAM
1895
Smithbridge Asset Management
Pennsylvania
$281K -$38.1K -757 -12%
LA
1896
Legacy Advisors
Pennsylvania
$280K +$104K +2,067 +59%
RP
1897
Rice Partnership
Hawaii
$279K +$66.4K +1,321 +31%
Dodge & Cox
1898
Dodge & Cox
California
$277K – – –
TFF
1899
The Family Firm
Maryland
$275K -$26K -517 -9%
BRA
1900
Bender Robert & Associates
California
$273K -$6.04K -120 -2%
74 75
76
77 78