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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
$1.99B
2
AllianceBernstein
AllianceBernstein
Tennessee
$853M
3
CSIA
Charles Schwab Investment Advisory
California
$354M
4
Boston Partners
Boston Partners
Massachusetts
$528M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$3.48B

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$6.07B
2
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$520M
3
Deutsche Bank
Deutsche Bank
Germany
$1.24B
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.99B
5
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$235M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFPIA
2126
Stevens First Principles Investment Advisors
California
$7K +$3.03K +64 +76%
OWA
2127
One Wealth Advisors
California
$7K +$7K +146 New
TJHA
2128
Thomas J. Herzfeld Advisors
Florida
$6K – – –
WCMN
2129
Westchester Capital Management (Nebraska)
Nebraska
$5K – – –
IAS
2130
INR Advisory Services
Pennsylvania
$5K +$2.93K +62 +141%
NA
2131
NewEdge Advisors
Louisiana
$4.74K +$1.07K +21,261 +29%
SGAM
2132
Smith Group Asset Management
Texas
$3K -$6.43M -128,660 -100%
VDFA
2133
Vickerman & Driscoll Financial Advisors
Washington
$3K – – –
UOTTAIMCU
2134
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$3K +$3K +54 New
PMG
2135
ProVise Management Group
Florida
$2.99K – -5 -0%
CI
2136
Cowen Inc
New York
$2.11K +$2.11K +42,000 New
NDSI
2137
Newman Dignan & Sheerar Inc
Rhode Island
$2K +$103 +2,056 +5%
LWA
2138
Lenox Wealth Advisors
New York
$2K -$2.65K -57 -57%
Financial Engines Advisors
2139
Financial Engines Advisors
California
$2K -$48 -1 -2%
FRA
2140
Front Row Advisors
California
$1.51K +$2 +47 +0.2%
GCM
2141
Gladius Capital Management
Illinois
$803 +$803 +15,964 New
AFNAS
2142
American Financial Network Advisory Services
California
$799 -$69 -6 -8%
CLM
2143
ClearBridge LLC (Maryland)
Maryland
$74 +$74 +1,465 New
Renaissance Technologies
2144
Renaissance Technologies
New York
– -$222M -4,641,693 Closed
JCM
2145
Junto Capital Management
New York
– -$54M -1,129,924 Closed
Voloridge Investment Management
2146
Voloridge Investment Management
Florida
– -$48.8M -1,020,920 Closed
GGHC
2147
Gilder Gagnon Howe & Co
New York
– -$30.3M -632,878 Closed
PAM
2148
PineView Asset Management
Connecticut
– -$17.5M -365,444 Closed
CAN
2149
Cetera Advisor Networks
California
– -$15.4M -320,591 Closed
OCM
2150
Oribel Capital Management
New York
– -$12.1M -252,900 Closed
84 85
86
87 88