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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
NC
601
NewSquare Capital
Pennsylvania
$4K +$447 +17 +11%
OC
602
Oakworth Capital
Alabama
$3K
TC
603
Trust Company
Kansas
$3K
SQA
604
Simon Quick Advisors
New Jersey
$3K +$3.1K +118 New
KLI
605
Kelman-Lazarov Inc
Tennessee
$2.32K
AWMS
606
Advocacy Wealth Management Services
Georgia
$2K -$3.97K -151 -67%
CAW
607
Cornerstone Advisors (Washington)
Washington
$2K +$2.1K +80 New
AIS
608
Accurate Investment Solutions
Pennsylvania
$1K
LYV
609
Live Your Vision
Pennsylvania
$1K
LWA
610
Lowe Wealth Advisors
Maryland
$1K
MPWT
611
MassMutual Private Wealth & Trust
Connecticut
$977 +$1.05K +40 New
LTI
612
Laffer Tengler Investments
Tennessee
$464 -$681K -25,877 -100%
CI
613
Cambiar Investors
Colorado
-$196M -6,721,740 Closed
SM
614
Seminole Management
New York
-$55.1M -1,890,140 Closed
Arrowstreet Capital
615
Arrowstreet Capital
Massachusetts
-$49.6M -1,700,951 Closed
OAG
616
Orbis Allan Gray
Bermuda
-$29.8M -1,023,159 Closed
PAM
617
PineView Asset Management
Connecticut
-$23.2M -882,963 Closed
RC
618
Randolph Company
Ohio
-$14M -481,190 Closed
TIM
619
Thornburg Investment Management
New Mexico
-$6.98M -239,368 Closed
WHRC
620
W.H. Reaves & Co
New Jersey
-$6.16M -211,321 Closed
RCYC
621
Richard C. Young & Co
Rhode Island
-$2.68M -91,923 Closed
SIA
622
SeaBridge Investment Advisors
New Jersey
-$2.49M -85,420 Closed
YMRC
623
Yorktown Management & Research Company
Virginia
-$1.46M -50,000 Closed
UR
624
USCA RIA
Texas
-$1.37M -46,874 Closed
HCM
625
Hilton Capital Management
New York
-$1.16M -39,719 Closed

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.