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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
FIMG
101
Financial & Investment Management Group
Michigan
$5.87M +$6.32M +240,227 New
WWM
102
Willingdon Wealth Management
North Carolina
$5.86M +$2.66M +100,934 +73%
AG
103
Aperio Group
California
$5.77M -$1.57M -59,829 -20%
First Trust Advisors
104
First Trust Advisors
Illinois
$5.75M +$531K +20,173 +9%
Comerica Bank
105
Comerica Bank
Texas
$5.72M +$138K +5,258 +2%
BOH
106
Bank of Hawaii
Hawaii
$5.59M +$1.35M +51,187 +29%
FPCM
107
Financial Partners Capital Management
New York
$5.54M -$3.21M -121,920 -35%
SAM
108
Shikiar Asset Management
New York
$5.54M +$3.51M +133,505 +143%
GA
109
GFS Advisors
Texas
$5.41M +$780K +29,650 +15%
CAM
110
Capstone Asset Management
Texas
$5.36M -$61.8K -2,350 -1%
NFA
111
Nationwide Fund Advisors
Ohio
$5.21M
PA
112
Pinnacle Associates
New York
$5.1M +$1,000K +37,994 +22%
AssetMark Inc
113
AssetMark Inc
California
$4.96M +$2.09M +79,373 +64%
ISL
114
Ingalls & Snyder LLC
New York
$4.8M -$620K -23,555 -11%
Fiera Capital (Canada)
115
Fiera Capital (Canada)
Quebec, Canada
$4.57M +$932K +35,400 +23%
AMG
116
Advisors Management Group
Wisconsin
$4.45M +$82.8K +3,146 +2%
GI
117
GAMCO Investors
Connecticut
$4.34M -$309K -11,754 -6%
MWM
118
Merriman Wealth Management
Washington
$4.31M -$20.8K -790 -0.5%
Barclays
119
Barclays
United Kingdom
$4.22M +$3.39M +128,866 +293%
GC
120
Guggenheim Capital
Illinois
$4.17M -$841K -31,952 -16%
FIM
121
Frontier Investment Management
Texas
$4.16M +$249K +9,459 +6%
BIT
122
BlackRock Institutional Trust
California
$4M +$1.43M +54,258 +49%
WAM
123
World Asset Management
Michigan
$3.99M -$381K -14,485 -8%
State Street
124
State Street
Massachusetts
$3.98M +$271K +10,302 +7%
MA
125
Menlo Advisors
California
$3.96M -$122K -4,644 -3%

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.