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Vodafone

615 hedge funds and large institutions have $5.97B invested in Vodafone in 2016 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 186 increasing their positions, 248 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more call options, than puts

Call options by funds: $151M | Put options by funds: $123M

5% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 88

0% less funds holding

Funds holding: 616615 (-1)

24% less capital invested

Capital invested by funds: $7.9B → $5.97B (-$1.93B)

25% less repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 248

42.78% less ownership

Funds ownership: 43.7%0.92% (-43%)

43% less funds holding in top 10

Funds holding in top 10: 148 (-6)

Holders
615
Holders Change
-1
Holders Change %
-0.16%
% of All Funds
15.38%
Holding in Top 10
8
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-42.86%
% of All Funds
0.2%
New
92
Increased
186
Reduced
248
Closed
88
Calls
$151M
Puts
$123M
Net Calls
+$27.5M
Net Calls Change
+$33.8M
Name Holding Trade Value Shares
Change
Change in
Stake
EFSCE
501
Enterprise Financial Services Corp (EFSC)
Missouri
$59K -$2.45K -93 -4%
KLWA
502
Kelly Lawrence W & Associates
California
$57K -$143K -5,448 -70%
IP
503
Intellectus Partners
California
$57K +$60.9K +2,314 New
GEA
504
Glen Eagle Advisors
New Jersey
$56.1K +$60.4K +2,296 New
WAM
505
Wealthspire Advisors (Maryland)
Maryland
$56K -$5.24K -199 -8%
H
506
Hexavest
Quebec, Canada
$56K
BAM
507
Bruderman Asset Management
New York
$53K -$55.5K -2,109 -49%
ST
508
Smithfield Trust
Pennsylvania
$52K -$1.13K -43 -2%
CPP
509
Crow Point Partners
Massachusetts
$51K -$107K -4,074 -66%
JFGIW
510
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$48K -$1.45K -55 -3%
TAM
511
Third Avenue Management
New York
$46K -$23.5K -893 -32%
AWM
512
AllSquare Wealth Management
New York
$45K
MRCM
513
M&R Capital Management
New Jersey
$45K
ZB
514
Zions Bancorporation
Utah
$45K +$32.9K +1,251 +202%
AIM
515
Advantage Investment Management
Iowa
$42K +$7.68K +292 +21%
CPA
516
Cowen Prime Advisors
New York
$40K
RPG
517
Risk Paradigm Group
Texas
$37.9K +$7.89K +300 +24%
PFBT
518
Parkside Financial Bank & Trust
Missouri
$36K -$161K -6,131 -81%
AIP
519
Ameritas Investment Partners
Nebraska
$34K -$190K -7,213 -84%
CLOS
520
Compagnie Lombard Odier SCmA
Switzerland
$34K -$48.7K -1,850 -57%
KF
521
Krilogy Financial
Missouri
$34K
BG
522
Bollard Group
Massachusetts
$33K
KAS
523
Kemnay Advisory Services
New York
$32K
PA
524
Parallel Advisors
California
$32K +$34K +1,291 New
OFW
525
Omnia Family Wealth
Florida
$32K +$34K +1,292 New

VOD Hedge Fund Activity: Q4 2016 in Review

615 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Vodafone (VOD) for Q4 2016, worth a combined $5.97B — down 24% from $7.9B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new VOD positions and 88 closed out — a net gain of 4 holders — while 186 added to existing stakes and 248 trimmed.

The largest buyer was Hotchkis & Wiley Capital Management, adding an estimated $101M. The largest seller was Cambiar Investors, exiting entirely with an estimated $196M sold.

  • 615 institutional investors held Vodafone (VOD) as of Q4 2016, down from 616 in Q3 2016.
  • Funds reported $5.97B of Vodafone stock for Q4 2016, down 24% quarter-over-quarter.
  • 92 funds opened new Vodafone positions in Q4 2016 and 88 closed out, a net change of +4 holders.
  • The largest Vodafone buyer in Q4 2016 was Hotchkis & Wiley Capital Management, an estimated $101M added.
  • The largest Vodafone seller in Q4 2016 was Cambiar Investors, an estimated $196M sold.

Based on aggregated 13F filings for Q4 2016.