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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
Commonwealth Equity Services
126
Commonwealth Equity Services
Massachusetts
$3.93M -$160K -6,073 -4%
HSBC Holdings
127
HSBC Holdings
United Kingdom
$3.91M +$1.55M +58,769 +58%
NIA
128
Northstar Investment Advisors
Colorado
$3.82M -$1.86M -70,525 -31%
Mirae Asset Global Investments
129
Mirae Asset Global Investments
South Korea
$3.79M +$6.95K +264 +0.2%
WA
130
WealthTrust Axiom
Pennsylvania
$3.78M +$860K +32,676 +27%
ECM
131
ETrade Capital Management
Virginia
$3.71M -$609K -23,147 -13%
CIBC World Market
132
CIBC World Market
Ontario, Canada
$3.68M +$10.3K +391 +0.3%
EVM
133
Eaton Vance Management
Massachusetts
$3.67M -$372K -14,143 -9%
SC
134
Scotia Capital
Ontario, Canada
$3.67M -$172K -6,552 -4%
OC
135
Oppenheimer & Co
New York
$3.58M +$525K +19,953 +16%
PFM
136
Parsec Financial Management
North Carolina
$3.57M +$119K +4,533 +3%
SFPIA
137
Stevens First Principles Investment Advisors
California
$3.49M +$120K +4,545 +3%
CIBC Asset Management
138
CIBC Asset Management
Ontario, Canada
$3.48M -$1.32M -50,114 -26%
SCM
139
Sterneck Capital Management
Missouri
$3.46M +$408K +15,501 +12%
RPA
140
Rock Point Advisors
Vermont
$3.35M +$3.61M +137,140 New
FA
141
FDx Advisors
Illinois
$3.33M -$452K -17,192 -11%
PIM
142
Perkins Investment Management
Illinois
$3.29M +$371K +14,100 +12%
FB
143
Fulton Bank
Pennsylvania
$3.15M -$30.2K -1,148 -0.9%
CSIC
144
Clifford Swan Investment Counsel
California
$3.09M +$338K +12,835 +11%
PWP
145
Private Wealth Partners
California
$3.06M -$5.72M -217,260 -63%
PAG
146
Private Advisor Group
New Jersey
$3.06M +$598K +22,717 +24%
PG
147
PEAK6 Group
Illinois
$3.04M -$1.53M -58,147 -32%
LM
148
Lincluden Management
Ontario, Canada
$2.98M
SEI Investments
149
SEI Investments
Pennsylvania
$2.96M -$1.62M -61,657 -34%
VKH
150
Virtu KCG Holdings
New York
$2.9M +$2.84M +107,838 +973%

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.