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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 %
EPP
1951
ETF Portfolio Partners
Kansas
$226K – – –
HCC
1952
Hirtle Callaghan & Co
Pennsylvania
$226K – – –
CTI
1953
Community Trust & Investment
Kentucky
$226K +$226K +4,487 New
BCM
1954
Breiter Capital Management
Florida
$225K -$3.98K -79 -2%
NCM
1955
Northside Capital Management
Oregon
$225K +$225K +4,463 New
GA
1956
Gateway Advisory
New Jersey
$224K +$224K +4,450 New
GGI
1957
Godsey & Gibb Inc
Virginia
$223K -$27.9K -555 -11%
IWA
1958
Inspirion Wealth Advisors
Illinois
$222K +$251 +5 +0.1%
SBL
1959
Sargent Bickham Lagudis
Colorado
$221K -$125K -2,477 -36%
TPW
1960
Tiller Private Wealth
Pennsylvania
$220K -$50.2K -1,000 -19%
SAM
1961
SP Asset Management
California
$218K +$218K +4,300 New
CF
1962
Corrigan Financial
Rhode Island
$217K -$5.53K -110 -2%
SPI
1963
Santori & Peters Inc
Pennsylvania
$216K -$17.7K -353 -8%
SLA
1964
Silver Lake Advisory
Utah
$216K -$12.2K -272 -5%
CWA
1965
Cypress Wealth Advisors
California
$216K +$216K +4,288 New
SWK
1966
Stephen W. Kidder
$215K – – –
IA
1967
Independence Advisors
Pennsylvania
$215K – – –
FDCC
1968
Foster Dykema Cabot & Co
Massachusetts
$215K +$215K +4,098 New
WAM
1969
Winslow Asset Management
Ohio
$214K -$10.1K -200 -4%
FAM
1970
Flaharty Asset Management
Florida
$214K +$214K +4,263 New
FLII
1971
First Long Island Investors
New York
$213K – – –
MTC
1972
McDaniel Terry & Co
Texas
$213K – – –
LIM
1973
Lathrop Investment Management
Arkansas
$212K +$101 +2 +0%
OLA
1974
Oliver Luxxe Assets
New Jersey
$211K – – –
DA
1975
DSC Advisors
Illinois
$209K +$209K +4,152 New
77 78
79
80 81