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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 %
TWMP
2076
Taylor Wealth Management Partners
Massachusetts
$50K – – –
SHJ
2077
Sharkey, Howes & Javer
Colorado
$49K – – –
BC
2078
Barnett & Company
Tennessee
$49K +$5.77K +114 +13%
Berkshire Hathaway
2079
Berkshire Hathaway
Nebraska
$47K – – –
BL
2080
Balentine LLC
Georgia
$44K +$34.5K +693 +365%
IDBONY
2081
Israel Discount Bank of New York
New York
$43K – – –
HS
2082
Horan Securities
United States
$43K +$14.2K +278 +49%
MFT
2083
Moisand Fitzgerald Tamayo
Florida
$41K -$25.8K -508 -39%
WAM
2084
Westport Asset Management
Connecticut
$41K – – –
HRC
2085
Hoertkorn Richard Charles
$40K – – –
PCC
2086
Park Circle Company
Maryland
$40K – – –
WCM
2087
Wealthcare Capital Management
Virginia
$39K – – –
LWM
2088
Lenox Wealth Management
Ohio
$38K -$15.8K -310 -29%
SPL
2089
Smart Portfolios LLC
Washington
$38K – – –
CFD
2090
Creative Financial Designs
Indiana
$37K +$50 +1 +0.1%
CJA
2091
C-J Advisory
California
$35K – – –
JWM
2092
Janiczek Wealth Management
Colorado
$33K +$33K +654 New
FEG
2093
Financial Enhancement Group
Indiana
$30K -$38.2K -767 -56%
CWM
2094
Cranbrook Wealth Management
Michigan
$30K – – –
CC
2095
Claybrook Capital
Massachusetts
$30K – – –
BCI
2096
Brinker Capital Investments
Pennsylvania
$30K +$1.63K +32 +6%
PWAG
2097
Polaris Wealth Advisory Group
California
$26K -$201K -4,122 -89%
MCM
2098
Mainstay Capital Management
Michigan
$24K – – –
BAMG
2099
Brand Asset Management Group
Missouri
$24K +$24K +480 New
WCAMG
2100
Woodard & Company Asset Management Group
North Carolina
$23.7K -$8.55K -170 -26%
82 83
84
85 86