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Vodafone

656 hedge funds and large institutions have $9.36B invested in Vodafone in 2014 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 235 increasing their positions, 281 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

126% more call options, than puts

Call options by funds: $928M | Put options by funds: $410M

44% more funds holding in top 10

Funds holding in top 10: 913 (+4)

2% less funds holding

Funds holding: 670656 (-14)

3.49% less ownership

Funds ownership: 49.35%45.86% (-3.5%)

8% less capital invested

Capital invested by funds: $10.2B → $9.36B (-$847M)

16% less repeat investments, than reductions

Existing positions increased: 235 | Existing positions reduced: 281

19% less first-time investments, than exits

New positions opened: 54 | Existing positions closed: 67

Holders
656
Holders Change
-14
Holders Change %
-2.09%
% of All Funds
19.04%
Holding in Top 10
13
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+44.44%
% of All Funds
0.38%
New
54
Increased
235
Reduced
281
Closed
67
Calls
$928M
Puts
$410M
Net Calls
+$517M
Net Calls Change
+$226M
Name Holding Trade Value Shares
Change
Change in
Stake
PC
1
Paulson & Co
New York
$878M -$143K -4,300 -0%
Hotchkis & Wiley Capital Management
2
Hotchkis & Wiley Capital Management
California
$564M +$6.8K +204 +0%
Invesco
3
Invesco
Georgia
$457M +$23.3M +698,068 +5%
TIM
4
Thornburg Investment Management
New Mexico
$311M +$35.9M +1,077,532 +13%
Morgan Stanley
5
Morgan Stanley
New York
$290M +$63.5M +1,903,127 +28%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$282M -$43.3M -1,299,198 -13%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$270M +$6.22M +186,502 +2%
SAM
8
Southeastern Asset Management
Tennessee
$202M +$170M +5,086,556 +475%
ClearBridge Investments
9
ClearBridge Investments
New York
$182M +$14.2M +426,628 +8%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$180M +$3.52M +105,618 +2%
AGA
11
Altrinsic Global Advisors
Connecticut
$174M +$16.3M +489,229 +10%
SCCM
12
Schafer Cullen Capital Management
New York
$165M -$1.92M -57,429 -1%
JP Morgan Chase
13
JP Morgan Chase
New York
$165M -$33.7M -1,011,384 -17%
SSM
14
Sound Shore Management
Connecticut
$155M +$30.1M +901,739 +24%
Bank of America
15
Bank of America
North Carolina
$153M -$11.3M -340,192 -7%
Goldman Sachs
16
Goldman Sachs
New York
$151M -$41.1M -1,232,067 -21%
PI
17
Putnam Investments
Massachusetts
$149M +$24.2M +725,188 +19%
IC
18
Institutional Capital
Illinois
$147M -$107M -3,212,307 -42%
Wells Fargo
19
Wells Fargo
California
$131M -$20.9M -628,056 -14%
U
20
UBS
Switzerland
$130M -$17.3M -518,444 -12%
D.E. Shaw & Co
21
D.E. Shaw & Co
New York
$124M -$15.7M -470,109 -11%
HCM
22
Highfields Capital Management
Massachusetts
$110M
MAA
23
Managed Account Advisors
New Jersey
$105M -$6.38M -191,292 -6%
FPA
24
First Pacific Advisors
California
$105M +$1.02M +30,600 +1%
LBA
25
Letko, Brosseau & Associates
Quebec, Canada
$104M -$920K -27,574 -0.9%

VOD Hedge Fund Activity: Q3 2014 in Review

656 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Vodafone (VOD) for Q3 2014, worth a combined $9.36B — down 8.3% from $10.2B a quarter earlier.

Sellers outnumbered buyers: 67 funds closed out of VOD and 54 opened new positions — a net loss of 13 holders — while 281 trimmed existing stakes and 235 added.

The largest buyer was Southeastern Asset Management, adding an estimated $170M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $289M sold.

  • 656 institutional investors held Vodafone (VOD) as of Q3 2014, down from 670 in Q2 2014.
  • Funds reported $9.36B of Vodafone stock for Q3 2014, down 8.3% quarter-over-quarter.
  • 54 funds opened new Vodafone positions in Q3 2014 and 67 closed out, a net change of -13 holders.
  • The largest Vodafone buyer in Q3 2014 was Southeastern Asset Management, an estimated $170M added.
  • The largest Vodafone seller in Q3 2014 was Arrowstreet Capital, an estimated $289M sold.

Based on aggregated 13F filings for Q3 2014.