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Vodafone

752 hedge funds and large institutions have $12.1B invested in Vodafone in 2014 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 42 increasing their positions, 618 reducing their positions, and 243 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more call options, than puts

Call options by funds: $813M | Put options by funds: $664M

17% less funds holding

Funds holding: 909752 (-157)

50.46% less ownership

Funds ownership: 103.37%52.91% (-50%)

53% less capital invested

Capital invested by funds: $25.5B → $12.1B (-$13.4B)

62% less first-time investments, than exits

New positions opened: 92 | Existing positions closed: 243

75% less funds holding in top 10

Funds holding in top 10: 8521 (-64)

93% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 618

Holders
752
Holders Change
-157
Holders Change %
-17.27%
% of All Funds
21.72%
Holding in Top 10
21
Holding in Top 10 Change
-64
Holding in Top 10 Change %
-75.29%
% of All Funds
0.61%
New
92
Increased
42
Reduced
618
Closed
243
Calls
$813M
Puts
$664M
Net Calls
+$149M
Net Calls Change
+$75M
Name Holding Trade Value Shares
Change
Change in
Stake
PC
1
Paulson & Co
New York
$1.05B -$232M -6,006,889 -17%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$658M -$510M -13,218,050 -43%
Hotchkis & Wiley Capital Management
3
Hotchkis & Wiley Capital Management
California
$531M -$17M -440,357 -3%
Invesco
4
Invesco
Georgia
$528M -$527M -13,675,539 -49%
IC
5
Institutional Capital
Illinois
$411M -$582M -15,093,902 -58%
Arrowstreet Capital
6
Arrowstreet Capital
Massachusetts
$303M -$396M -10,281,634 -56%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$293M -$186M -4,828,938 -38%
MCM
8
Mason Capital Management
New York
$261M -$250M -6,476,763 -48%
Goldman Sachs
9
Goldman Sachs
New York
$247M -$6.36M -164,924 -2%
Morgan Stanley
10
Morgan Stanley
New York
$223M -$225M -5,837,882 -49%
Bank of America
11
Bank of America
North Carolina
$222M -$156M -4,038,910 -40%
ClearBridge Investments
12
ClearBridge Investments
New York
$198M -$168M -4,360,262 -45%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$198M -$173M -4,484,909 -46%
SCCM
14
Schafer Cullen Capital Management
New York
$183M -$151M -3,911,937 -44%
Dodge & Cox
15
Dodge & Cox
California
$176M -$356M -9,245,185 -66%
PI
16
Putnam Investments
Massachusetts
$154M -$1.89M -48,902 -1%
U
17
UBS
Switzerland
$152M -$70.1M -1,817,696 -31%
Wells Fargo
18
Wells Fargo
California
$151M -$194M -5,031,949 -55%
Jennison Associates
19
Jennison Associates
New York
$140M -$49.4M -1,281,633 -25%
Barrow, Hanley, Mewhinney & Strauss
20
Barrow, Hanley, Mewhinney & Strauss
Texas
$138M -$95.3M -2,472,807 -40%
JP Morgan Chase
21
JP Morgan Chase
New York
$138M -$280M -7,265,954 -66%
Renaissance Technologies
22
Renaissance Technologies
New York
$131M +$137M +3,551,581 New
SSM
23
Sound Shore Management
Connecticut
$123M -$13.4M -347,509 -9%
State Farm Mutual Automobile Insurance
24
State Farm Mutual Automobile Insurance
Illinois
$122M -$234M -6,067,529 -65%
D.E. Shaw & Co
25
D.E. Shaw & Co
New York
$122M -$101M -2,623,051 -44%

VOD Hedge Fund Activity: Q1 2014 in Review

752 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Vodafone (VOD) for Q1 2014, worth a combined $12.1B — down 53% from $25.5B a quarter earlier.

Sellers outnumbered buyers: 243 funds closed out of VOD and 92 opened new positions — a net loss of 151 holders — while 618 trimmed existing stakes and 42 added.

The largest buyer was Renaissance Technologies, opening a new position worth an estimated $137M. The largest seller was Institutional Capital, cutting an estimated $582M.

  • 752 institutional investors held Vodafone (VOD) as of Q1 2014, down from 909 in Q4 2013.
  • Funds reported $12.1B of Vodafone stock for Q1 2014, down 53% quarter-over-quarter.
  • 92 funds opened new Vodafone positions in Q1 2014 and 243 closed out, a net change of -151 holders.
  • The largest Vodafone buyer in Q1 2014 was Renaissance Technologies, an estimated $137M added.
  • The largest Vodafone seller in Q1 2014 was Institutional Capital, an estimated $582M sold.

Based on aggregated 13F filings for Q1 2014.