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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 %
TFO
1901
Tarbox Family Office
California
$272K -$100 -2 -0%
GC
1902
Gilbert & Cook
Iowa
$272K +$20.5K +409 +8%
HFA
1903
Huber Financial Advisors
Illinois
$272K +$24K +478 +10%
ACM
1904
AlphaStar Capital Management
North Carolina
$268K +$268K +5,319 New
EWM
1905
Empirical Wealth Management
Washington
$267K +$33.6K +669 +14%
LYV
1906
Live Your Vision
Pennsylvania
$265K +$51.3K +1,000 +24%
PGA
1907
Portland Global Advisors
Maine
$264K +$46.6K +924 +21%
OWP
1908
Obermeyer Wealth Partners
Colorado
$264K +$264K +5,242 New
NCM
1909
Noesis Capital Mangement
Florida
$263K -$12.1K -241 -4%
LC
1910
Landaas & Company
Wisconsin
$263K -$12.1K -239 -4%
EIA
1911
Eldridge Investment Advisors
New Hampshire
$263K -$8.38K -167 -3%
BI
1912
Boulegeris Investments
Georgia
$261K +$16.3K +325 +7%
HP
1913
HT Partners
Connecticut
$259K – – –
AFM
1914
Andesa Financial Management
Pennsylvania
$257K -$38.4K -764 -13%
SMG
1915
Spectrum Management Group
Indiana
$256K +$6.29K +125 +3%
PWM
1916
Paulson Wealth Management
Illinois
$255K -$4.44K -88 -2%
NA
1917
Nottingham Advisors
New York
$255K – – –
SAM
1918
Shikiar Asset Management
New York
$255K – – –
BC
1919
Banced Corp
Illinois
$255K +$3.53K +70 +1%
AC
1920
Allstate Corporation
Illinois
$255K +$42.9K +853 +20%
MC
1921
Miles Capital
Iowa
$253K -$2.97K -59 -1%
JFA
1922
JNBA Financial Advisors
Minnesota
$253K +$654 +13 +0.3%
AWS
1923
AJ Wealth Strategies
New York
$253K +$1.51K +30 +0.6%
CCA
1924
Conestoga Capital Advisors
Pennsylvania
$252K – – –
ANTB
1925
AMG National Trust Bank
Colorado
$250K -$101 -2 -0%
75 76
77
78 79