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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 %
MAM
2101
Magellan Asset Management
Australia
$22K – – –
TFA
2102
Toth Financial Advisory
Virginia
$22K +$100 +2 +0.5%
GTAM
2103
Global Trust Asset Management
Florida
$21K +$6.24K +125 +42%
DSI
2104
Daiwa SB Investments
Japan
$20K +$2K +40 +11%
WA
2105
WP Advisors
California
$20K +$20K +395 New
WPA
2106
Winning Points Advisors
Florida
$20K +$20K +3,674 New
TCM
2107
TD Capital Management
Tennessee
$18K – – –
WF
2108
WealthTrust Fairport
Ohio
$17K -$29.8K -600 -64%
AP
2109
Arlington Partners
Alabama
$17K – – –
SA
2110
SRH Advisors
Kansas
$16K – – –
BCP
2111
Blackhawk Capital Partners
Wisconsin
$16K – – –
EMG
2112
ETF Managers Group
New Jersey
$15.3K -$5.64K -4,563 -27%
AFIA
2113
America First Investment Advisors
Nebraska
$13K – – –
IF
2114
Ironwood Financial
Arizona
$13K – – –
CFC
2115
Coyle Financial Counsel
Illinois
$13K +$13K +266 New
SMFG
2116
Sumitomo Mitsui Financial Group
Japan
$12K -$48.8K -963 -80%
KL
2117
KWMG LLC
Kansas
$12K +$12K +233 New
AIL
2118
AGF Investments LLC
Ontario, Canada
$11.7K +$357 +7,099 +3%
WAM
2119
Watermark Asset Management
California
$10K – – –
MCM
2120
Monument Capital Management
Virginia
$10K – – –
PCM
2121
Peak Capital Management
Colorado
$10K +$10K +201 New
FA
2122
Fortis Advisors
Pennsylvania
$8K -$21.9K -411 -73%
SIA
2123
SeaBridge Investment Advisors
New Jersey
$8K -$10.2K -215 -56%
SFA
2124
Spectrum Financial Alliance
Kentucky
$7K – – –
LBG
2125
Lloyds Banking Group
United Kingdom
$7K – – –
83 84
85
86 87