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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 %
TVWM
2001
Tower View Wealth Management
Wisconsin
$193K +$193K +3,648 New
Cohen & Steers
2002
Cohen & Steers
New York
$185K – – –
LA
2003
Legacy Advisors
Pennsylvania
$183K +$27.4K +520 +18%
SFFS
2004
Stonehage Fleming Financial Services
Jersey
$180K -$1.15M -21,740 -86%
AIM
2005
Arcadia Investment Management
Michigan
$180K – – –
LJHT
2006
Laurie J. Hall Trustee
$178K +$3.64K +69 +2%
BBA
2007
Braun-Bostich & Associates
Pennsylvania
$175K +$175K +3,297 New
MIFH
2008
Migdal Insurance & Financial Holdings
Israel
$174K +$151K +2,880 +656%
PCP
2009
Proficio Capital Partners
Massachusetts
$173K -$11.1K -210 -6%
LFA
2010
Legacy Financial Advisors
Kentucky
$164K +$164K +3,105 New
WIM
2011
Westside Investment Management
California
$160K +$56.3K +1,074 +54%
CFA
2012
Camarda Financial Advisors
Florida
$157K -$42.5K -805 -21%
LWA
2013
Lowe Wealth Advisors
Maryland
$154K +$38.1K +720 +33%
PS
2014
Portfolio Strategies
New York
$154K +$154K +2,913 New
ME
2015
McIlrath & Eck
Washington
$152K +$152K +2,876 New
HWM
2016
Holloway Wealth Management
Florida
$145K -$136K – –
SEIA
2017
Signature Estate & Investment Advisors
California
$144K -$61.7K -1,162 -30%
DPA
2018
Delphi Private Advisors
California
$141K +$141K +2,669 New
AP
2019
Atwood & Palmer
Missouri
$138K – – –
DOA
2020
D'Orazio & Associates
Virginia
$137K -$58.9K -1,112 -30%
IP
2021
Isthmus Partners
Wisconsin
$137K -$10.6K -200 -7%
AIP
2022
Almanack Investment Partners
Pennsylvania
$136K +$136K +2,578 New
AC
2023
Avestar Capital
New York
$131K +$131K +2,565 New
WWM
2024
Wagner Wealth Management
South Carolina
$129K +$129K +2,242 New
WPA
2025
West Paces Advisors
Georgia
$128K – – –
79 80
81
82 83