2,118 hedge funds and large institutions have $128B invested in Verizon in 2018 Q1 according to their latest regulatory filings, with 129 funds opening new positions, 885 increasing their positions, 952 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,118
Holders Change
-9
Holders Change %
-0.42%
% of All Funds
48.61%
Holding in Top 10
102
Holding in Top 10 Change
-30
Holding in Top 10 Change %
-22.73%
% of All Funds
2.34%
New
129
Increased
885
Reduced
952
Closed
110
Calls
$1.47B
Puts
$1.26B
Net Calls
+$210M
Net Calls Change
+$223M
Name Holding Trade Value Shares
Change
Shares
Change %
FGC
2001
Financial Gravity Companies
Texas
$128K +$56.5K +1,185 +79%
OBWP
2002
O'Brien Wealth Partners
Massachusetts
$128K +$128K +2,672 New
FGAM
2003
Financial Gravity Asset Management
Texas
$128K +$128K +2,683 New
AIP
2004
Almanack Investment Partners
Pennsylvania
$127K +$4.1K +86 +3%
AP
2005
Atwood & Palmer
Missouri
$124K
IP
2006
Isthmus Partners
Wisconsin
$124K
KF
2007
Krilogy Financial
Missouri
$123K +$7.12K +149 +6%
APSP
2008
Asset Planning Services (Pennsylvania)
Pennsylvania
$122K -$58.8K -1,227 -33%
WIM
2009
Westside Investment Management
California
$121K -$23.5K -499 -16%
FPF
2010
FNY Partners Fund
New York
$119K +$119K +2,500 New
AC
2011
Avestar Capital
New York
$116K -$1.84K -40 -2%
VIM
2012
Veritas Investment Management
United Kingdom
$110K -$179K -3,731 -62%
ME
2013
McIlrath & Eck
Washington
$108K -$29.6K -618 -21%
FCMT
2014
Founders Capital Management (Texas)
Texas
$107K
PS
2015
Portfolio Solutions
Michigan
$107K +$3.17K +66 +3%
Credit Agricole
2016
Credit Agricole
France
$105K -$229K -4,808 -69%
TIM
2017
Tortoise Investment Management
New York
$101K
ECM
2018
EII Capital Management
New York
$100K +$100K +2,092 New
GWA
2019
Guidant Wealth Advisors
Illinois
$97K -$6.89K -147 -7%
AI
2020
ArchPoint Investors
Florida
$96K
HT
2021
Heritage Trust
Oklahoma
$94K
WPA
2022
West Paces Advisors
Georgia
$93.6K -$22.5K -470 -19%
EARNEST Partners
2023
EARNEST Partners
Georgia
$93K
TC
2024
Trust Company
Kansas
$91K +$25.1K +522 +38%
SWMG
2025
Signature Wealth Management Group
Georgia
$90K -$717 -15 -0.8%