VZ icon

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 %
RBC
2051
Roble Belko & Company
Pennsylvania
$83K – – –
TA
2052
Townsend & Associates
Colorado
$83K +$802 +16 +1%
ABA
2053
American Beacon Advisors
Texas
$78K – – –
DOA
2054
D'Orazio & Associates
Virginia
$75K -$3.17K -63 -4%
CAL
2055
Capital Analysts LLC
Pennsylvania
$72K +$31.5K +627 +78%
IGGA
2056
Iron Gate Global Advisors
Utah
$71K +$71K +1,417 New
MUS
2057
Mitsubishi UFJ Securities
Japan
$70K – – –
FCMT
2058
Founders Capital Management (Texas)
Texas
$69K -$43.8K -870 -39%
CA
2059
Crewe Advisors
Utah
$69K -$7.98K -158 -10%
WA
2060
WealthTrust-Arizona
Arizona
$69K +$11.5K +229 +20%
LFG
2061
LifePlan Financial Group
Ohio
$68K – – –
PVH
2062
Psagot Value Holdings
Israel
$68K – – –
TAIM
2063
TD Ameritrade Investment Management
Nebraska
$61K +$61K +1,205 New
CI
2064
CX Institutional
Indiana
$61K +$61K +1,215 New
HSA
2065
Hussman Strategic Advisors
Maryland
$60K +$60K +1,200 New
CIA
2066
Cascade Investment Advisors
Oregon
$57.9K -$26.2K -521 -31%
BBA
2067
Braun-Bostich & Associates
Pennsylvania
$56K -$5.33K -106 -9%
NCM
2068
New Capital Management
Texas
$54K +$101 +2 +0.2%
TFA
2069
Transamerica Financial Advisors
Florida
$53K -$607K -12,051 -92%
SIAS
2070
Shine Investment Advisory Services
Colorado
$52K – – –
OGC
2071
Oak Grove Capital
New Hampshire
$52K +$52K +1,036 New
MCM
2072
MV Capital Management
Maryland
$51K – – –
AWMS
2073
Advocacy Wealth Management Services
Georgia
$51K +$6.55K +129 +15%
CT
2074
Clearstead Trust
Maine
$51K +$51K +1,020 New
OBWP
2075
O'Brien Wealth Partners
Massachusetts
$50K -$84.4K -1,678 -63%
81 82
83
84 85