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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 %
SMG
1976
Smart Money Group
Texas
$212K +$212K +4,007 New
FBA
1977
Front Barnett Associates
Illinois
$211K -$11.8K -222 -5%
BI
1978
Boulegeris Investments
Georgia
$211K +$211K +3,995 New
BCM
1979
Blume Capital Management
California
$209K – – –
SCP
1980
Syntal Capital Partners
Texas
$209K +$209K +3,957 New
SPI
1981
Santori & Peters Inc
Pennsylvania
$209K +$209K +4,209 New
SSW
1982
Smith Shellnut Wilson
Mississippi
$207K -$196K -3,708 -49%
KFS
1983
Kurt F. Somerville
$207K +$207K +3,905 New
KA
1984
Kaizen Advisory
Illinois
$207K +$207K +3,916 New
UCI
1985
Uncommon Cents Investing
Wisconsin
$207K +$207K +3,918 New
AF
1986
Affiance Financial
Minnesota
$206K +$206K +3,893 New
RWA
1987
RGT Wealth Advisors
Texas
$206K +$206K +3,898 New
AA
1988
Altman Advisors
Illinois
$206K +$206K +3,900 New
MC
1989
Miles Capital
Iowa
$205K -$13.2K -250 -6%
CAL
1990
Capital Advisors Ltd
Ohio
$205K – – –
DMC
1991
Drexel Morgan & Co
Pennsylvania
$204K +$204K +3,850 New
KCM
1992
Karp Capital Management
California
$203K -$4.6K -87 -2%
EWM
1993
Empirical Wealth Management
Washington
$202K -$31.8K -600 -14%
LIM
1994
Lathrop Investment Management
Arkansas
$202K +$202K +3,809 New
QCM
1995
Quadrant Capital Management
New Jersey
$202K +$202K +3,812 New
RP
1996
Riverbridge Partners
Minnesota
$201K +$201K +3,801 New
APSP
1997
Asset Planning Services (Pennsylvania)
Pennsylvania
$200K -$42.3K -798 -17%
OAM
1998
Oberweis Asset Management
Illinois
$200K +$200K +3,787 New
RWG
1999
Regal Wealth Group
California
$197K +$1.01K +19 +0.5%
POIA
2000
Pin Oak Investment Advisors
Texas
$195K +$195K +3,681 New
78 79
80
81 82