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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 %
PS
2001
Portfolio Strategies
New York
$179K – – –
POIA
2002
Pin Oak Investment Advisors
Texas
$178K -$6.9K -137 -4%
TVWM
2003
Tower View Wealth Management
Wisconsin
$178K +$754 +15 +0.4%
Cohen & Steers
2004
Cohen & Steers
New York
$176K – – –
WWM
2005
Wagner Wealth Management
South Carolina
$176K +$28K +557 +19%
WP
2006
WealthShield Partners
North Carolina
$174K +$174K +27,929 New
SWP
2007
Strategic Wealth Partners
Ohio
$171K -$393K -7,806 -70%
SFFS
2008
Stonehage Fleming Financial Services
Jersey
$171K -$40.3K -800 -19%
AIM
2009
Arcadia Investment Management
Michigan
$171K – – –
SIS
2010
Sound Income Strategies
Florida
$170K -$20K -397 -11%
LJHT
2011
Laurie J. Hall Trustee
$169K – – –
HCM
2012
Hilton Capital Management
New York
$166K +$166K +3,305 New
CG
2013
Cutler Group
California
$162K -$949K -18,948 -85%
BCM
2014
Blume Capital Management
California
$162K – – –
HCA
2015
Heck Capital Advisors
Wisconsin
$160K +$160K +3,188 New
CFA
2016
Camarda Financial Advisors
Florida
$154K +$503 +10 +0.3%
EWM
2017
Elmwood Wealth Management
California
$153K – – –
SEIA
2018
Signature Estate & Investment Advisors
California
$151K -$17.6K -350 -10%
FC
2019
Ferris Capital
Massachusetts
$141K – – –
HWM
2020
Holloway Wealth Management
Florida
$138K -$131K – –
ML
2021
McAdam LLC
Pennsylvania
$135K -$19.4K -386 -13%
ME
2022
McIlrath & Eck
Washington
$133K +$19.2K +382 +17%
AP
2023
Atwood & Palmer
Missouri
$131K – – –
IP
2024
Isthmus Partners
Wisconsin
$131K – – –
WIM
2025
Westside Investment Management
California
$129K +$101 +2 +0.1%
79 80
81
82 83