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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 %
RIS
1976
Retirement Income Solutions
Michigan
$208K +$208K +4,143 New
ACP
1977
Aviance Capital Partners
Florida
$207K +$251 +5 +0.1%
BCIM
1978
Bishop & Co Investment Management
Pennsylvania
$207K +$207K +4,116 New
BA
1979
Ballew Advisors
Mississippi
$206K -$2.27K -45 -1%
RW
1980
REDW Wealth
New Mexico
$206K +$206K +4,098 New
MI
1981
Markston International
New York
$205K -$56.3K -1,088 -22%
DWM
1982
Dynasty Wealth Management
Florida
$205K +$205K +4,076 New
DDPIC
1983
Deroy & Devereaux Private Investment Counsel
Michigan
$205K +$205K +4,079 New
CCP
1984
Cardan Capital Partners
Colorado
$204K -$37.5K -746 -16%
RPC
1985
Rossmore Private Capital
Connecticut
$204K -$11.1K -220 -5%
FIA
1986
FNY Investment Advisers
New York
$204K +$204K +4,062 New
I2I
1987
Insight 2811 Inc
Illinois
$203K +$203K +4,027 New
AWMG
1988
Alliance Wealth Management Group
New Jersey
$202K -$65.1K -1,293 -24%
MKC
1989
M. Kraus & Co
Vermont
$202K +$202K +4,007 New
EGM
1990
Engineers Gate Manager
New York
$201K +$201K +4,000 New
FA
1991
Financial Advantage
Maryland
$201K +$201K +4,006 New
MIH
1992
Meitav Investment House
Israel
$200K -$16.2K -329 -8%
KFA
1993
Kabarec Financial Advisors
Illinois
$200K +$200K +3,982 New
FBA
1994
Front Barnett Associates
Illinois
$200K +$200K +3,983 New
AIM
1995
Acropolis Investment Management
Missouri
$190K +$151 +3 +0.1%
PCP
1996
Proficio Capital Partners
Massachusetts
$190K +$34.7K +690 +22%
RWG
1997
Regal Wealth Group
California
$189K -$9.09K -181 -5%
HAG
1998
HighPoint Advisor Group
Illinois
$187K +$524 +66 +0.3%
IAS
1999
IMA Advisory Services
Colorado
$187K +$187K +3,710 New
CWA
2000
Clarus Wealth Advisors
Arizona
$182K +$182K +3,796 New
78 79
80
81 82