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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 %
BIA
1926
BHK Investment Advisors
Alabama
$250K +$250K +4,967 New
HIS
1927
Horizon Investment Services
Indiana
$246K +$29K +577 +13%
PCMK
1928
Paragon Capital Management (Kansas)
Kansas
$245K -$473K -3,571 -66%
DPI
1929
Diversified Portfolios Inc
Michigan
$243K -$32.8K -650 -12%
AW
1930
Alpha Windward
Massachusetts
$243K -$854 -17 -0.4%
DT
1931
Diversified Trust
Tennessee
$242K -$57.1K -1,134 -19%
RIM
1932
Redwood Investment Management
Arizona
$242K +$3.12K +62 +1%
CS
1933
Cannell & Spears
New York
$242K +$4.83K +96 +2%
JGUA
1934
John G. Ullman & Associates
New York
$242K +$9.36K +186 +4%
TIM
1935
Total Investment Management
Arizona
$241K +$19.2K +382 +9%
SHGA
1936
Sand Hill Global Advisors
California
$240K +$240K +4,776 New
KA
1937
Klingman & Associates
New York
$238K -$16.2K -323 -6%
SCM
1938
Silvant Capital Management
Georgia
$238K +$21.3K +422 +10%
ODG
1939
O'Dell Group
Ohio
$237K +$1.46K +29 +0.6%
BCM
1940
Buckhead Capital Management
Georgia
$236K – – –
MAS
1941
Managed Account Services
Florida
$234K -$88K -1,750 -27%
AEPG
1942
American Economic Planning Group
New Jersey
$234K -$45K -892 -16%
FAM
1943
Fenimore Asset Management
New York
$234K – – –
CPA
1944
Cowen Prime Advisors
New York
$234K – – –
VCM
1945
Vigilant Capital Management
Maine
$233K -$238K -4,726 -51%
KC
1946
KHP Capital
Oklahoma
$232K – – –
TCM
1947
Towercrest Capital Management
Pennsylvania
$231K +$231K +4,584 New
VSWA
1948
Vontobel Swiss Wealth Advisors
Switzerland
$230K – – –
PCM
1949
Poehling Capital Management
Wisconsin
$229K -$88.8K -1,767 -28%
RL
1950
Ruffer LLP
United Kingdom
$227K -$27.5K -545 -11%
76 77
78
79 80