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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 %
BCI
2101
Brinker Capital Investments
Pennsylvania
$13K +$2.29K +45 +21%
TG
2102
TLP Group
Illinois
$12K +$12K +230 New
WAM
2103
Watermark Asset Management
California
$10K – – –
MCM
2104
Monument Capital Management
Virginia
$10K +$10K +200 New
TJHA
2105
Thomas J. Herzfeld Advisors
Florida
$9K -$40.1K -727 -82%
GRQ
2106
Gardner Russo & Quinn
Pennsylvania
$9K +$9K +175 New
LBG
2107
Lloyds Banking Group
United Kingdom
$8K – – –
FCA
2108
Florence Capital Advisors
New York
$8K – – –
FA
2109
Fortis Advisors
Pennsylvania
$8K +$7.47K +140 +1,400%
IAS
2110
INR Advisory Services
Pennsylvania
$8K +$8K +144 New
OWA
2111
One Wealth Advisors
California
$8K +$8K +146 New
Financial Engines Advisors
2112
Financial Engines Advisors
California
$8K +$8K +151 New
DSN
2113
D. Scott Neal
Kentucky
$5K -$16.5K -313 -77%
FMA
2114
FNY Managed Accounts
New York
$5K -$15K -291 -75%
WCMN
2115
Westchester Capital Management (Nebraska)
Nebraska
$5K – – –
LWA
2116
Lenox Wealth Advisors
New York
$5K +$4.65K +93 +1,329%
SFPIA
2117
Stevens First Principles Investment Advisors
California
$4K +$4K +84 New
CCT
2118
Capital City Trust
Florida
$3.17K -$2 -30 -0.1%
SGAM
2119
Smith Group Asset Management
Texas
$3K – – –
CHA
2120
Cooper/Haims Advisors
New York
$3K +$3K +50 New
PCIA
2121
Prime Capital Investment Advisors
Kansas
$3K +$3K +50 New
VDFA
2122
Vickerman & Driscoll Financial Advisors
Washington
$3K +$3K +50 New
ST
2123
Sageworth Trust
Pennsylvania
$3K +$3K +60 New
Walleye Trading
2124
Walleye Trading
New York
$2.68K +$2.68K +50,620 New
DAM
2125
Diamant Asset Management
Connecticut
$2.2K +$2.2K +41,589 New
83 84
85
86 87