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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 %
GCA
1926
Gradient Capital Advisors
California
$252K +$252K +4,769 New
CIC
1927
Chase Investment Counsel
Virginia
$251K – – –
FAM
1928
Flaharty Asset Management
Florida
$251K +$34K +650 +16%
ODG
1929
O'Dell Group
Ohio
$245K +$19.4K +368 +9%
NWM
1930
Northwest Wealth Management
Iowa
$245K +$21.3K +402 +10%
IWA
1931
Inspirion Wealth Advisors
Illinois
$244K -$91.3K -1,725 -27%
VSWA
1932
Vontobel Swiss Wealth Advisors
Switzerland
$242K -$11.8K -224 -5%
SWK
1933
Stephen W. Kidder
$242K – – –
AL
1934
Aspiriant LLC
California
$241K -$2.49M -47,077 -91%
LF
1935
Lee Financial
Texas
$241K -$2.6K -49 -1%
PWAG
1936
Polaris Wealth Advisory Group
California
$240K -$20.4K -385 -8%
BOIA
1937
Bush ODonnell Investment Advisors
Missouri
$239K – – –
ECAM
1938
East Coast Asset Management
Massachusetts
$238K -$37K -700 -13%
HCC
1939
Hirtle Callaghan & Co
Pennsylvania
$238K -$29.1K -550 -11%
B
1940
Bellecapital
Switzerland
$238K – – –
EPP
1941
ETF Portfolio Partners
Kansas
$238K – – –
OLA
1942
Oliver Luxxe Assets
New Jersey
$236K -$13.6K -256 -5%
WAM
1943
Winslow Asset Management
Ohio
$236K – – –
HCM
1944
Harvest Capital Management
New Hampshire
$236K – – –
CCA
1945
Conestoga Capital Advisors
Pennsylvania
$236K – – –
MIH
1946
Meitav Investment House
Israel
$236K +$236K +4,450 New
CWM
1947
Connecticut Wealth Management
Connecticut
$233K -$53K -1,011 -19%
PGA
1948
Portland Global Advisors
Maine
$233K – – –
SGS
1949
Sterling Global Strategies
California
$233K – – –
BA
1950
Ballew Advisors
Mississippi
$233K +$233K +4,407 New
76 77
78
79 80