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Verizon
VZ

Overview Fund Activity

1,970 hedge funds and large institutions have $126B invested in Verizon in 2017 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 856 increasing their positions, 861 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,970
Holders Change
-18
Holders Change %
-0.91%
% of All Funds
49.11%
Holding in Top 10
128
Holding in Top 10 Change
-98
Holding in Top 10 Change %
-43.36%
% of All Funds
3.19%
New
102
Increased
856
Reduced
861
Closed
100
Calls
$1.69B
Puts
$1.7B
Net Calls
-$7.4M
Net Calls Change
-$534M

Top Buyers

1
BlackRock
BlackRock
New York
+$12.1B
2
Vanguard Group
Vanguard Group
Pennsylvania
+$396M
3
Franklin Resources
Franklin Resources
California
+$280M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$244M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$192M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$627M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$467M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$389M
4
Capital World Investors
Capital World Investors
California
-$350M
5
Goldman Sachs
Goldman Sachs
New York
-$331M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWA
1901
Lowe Wealth Advisors
Maryland
$118K – – –
TIM
1902
Tortoise Investment Management
New York
$115K -$12K -247 -9%
MIC
1903
MU Investments Company
Japan
$115K -$9.1K -185 -7%
WIM
1904
Westside Investment Management
California
$108K +$2.35K +48 +2%
HWM
1905
Holloway Wealth Management
Florida
$107K -$234K – –
TC
1906
Trust Company
Kansas
$103K – – –
GWA
1907
Guidant Wealth Advisors
Illinois
$102K – – –
SAM
1908
Solaris Asset Management
New York
$98K -$19.8K -405 -17%
TWMP
1909
Taylor Wealth Management Partners
Massachusetts
$96K – – –
HFM
1910
Harvest Fund Management
China
$84K – – –
HCM
1911
Highlander Capital Management
New Jersey
$80K – – –
DMK
1912
David M. Knott
$77K – – –
JAM
1913
Jolley Asset Management
North Carolina
$72K – – –
AWMS
1914
Advocacy Wealth Management Services
Georgia
$70K -$1.9K -39 -3%
TJHA
1915
Thomas J. Herzfeld Advisors
Florida
$70K +$439 +9 +0.6%
MUS
1916
Mitsubishi UFJ Securities
Japan
$68K – – –
BHB
1917
Bank Hapoalim BM
Israel
$68K – – –
SHJ
1918
Sharkey, Howes & Javer
Colorado
$67K – – –
SIA
1919
SeaBridge Investment Advisors
New Jersey
$67K +$2.24K +46 +3%
LWM
1920
Lenox Wealth Management
Ohio
$65K -$18.7K -386 -22%
MCM
1921
MV Capital Management
Maryland
$62K -$2.14K -44 -3%
TFO
1922
Tarbox Family Office
California
$60K +$1.12K +23 +2%
CCA
1923
Catalyst Capital Advisors
New York
$57K -$5.17M -105,667 -99%
HT
1924
Heritage Trust
Oklahoma
$56K +$56K +1,149 New
NCM
1925
New Capital Management
Texas
$52K +$98 +2 +0.2%
75 76
77
78 79