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Vodafone

611 hedge funds and large institutions have $8.2B invested in Vodafone in 2015 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 246 increasing their positions, 231 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more funds holding in top 10

Funds holding in top 10: 1314 (+1)

6% more repeat investments, than reductions

Existing positions increased: 246 | Existing positions reduced: 231

0.27% more ownership

Funds ownership: 39.93%40.2% (+0.27%)

5% less funds holding

Funds holding: 644611 (-33)

16% less call options, than puts

Call options by funds: $228M | Put options by funds: $272M

40% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 63

61% less capital invested

Capital invested by funds: $20.8B → $8.2B (-$12.6B)

Holders
611
Holders Change
-33
Holders Change %
-5.12%
% of All Funds
16.28%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.37%
New
38
Increased
246
Reduced
231
Closed
63
Calls
$228M
Puts
$272M
Net Calls
-$44M
Net Calls Change
-$317M
Name Holding Trade Value Shares
Change
Change in
Stake
Hotchkis & Wiley Capital Management
1
Hotchkis & Wiley Capital Management
California
$579M +$49.9M +1,451,664 +9%
Invesco
2
Invesco
Georgia
$513M -$15.1M -437,871 -3%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$390M +$14.1M +408,851 +4%
TIM
4
Thornburg Investment Management
New Mexico
$303M -$34.1M -992,487 -10%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$276M +$7.61M +221,532 +3%
Morgan Stanley
6
Morgan Stanley
New York
$260M +$8.26M +240,275 +3%
ClearBridge Investments
7
ClearBridge Investments
New York
$225M +$7.81M +227,138 +3%
IC
8
Institutional Capital
Illinois
$223M -$35.9M -1,044,951 -13%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$193M +$12.6M +367,191 +7%
AGA
10
Altrinsic Global Advisors
Connecticut
$191M +$30.9M +900,413 +18%
PI
11
Putnam Investments
Massachusetts
$185M +$18.2M +529,988 +10%
SSM
12
Sound Shore Management
Connecticut
$171M +$19.2M +557,578 +12%
Goldman Sachs
13
Goldman Sachs
New York
$165M +$21.6M +627,716 +14%
SCCM
14
Schafer Cullen Capital Management
New York
$162M +$53.8M +1,564,659 +46%
Jennison Associates
15
Jennison Associates
New York
$150M +$69M +2,007,650 +78%
Wells Fargo
16
Wells Fargo
California
$130M +$15.4M +448,580 +13%
MAA
17
Managed Account Advisors
New Jersey
$130M +$23.1M +670,778 +20%
JP Morgan Chase
18
JP Morgan Chase
New York
$127M +$13.7M +398,093 +11%
UBS Group
19
UBS Group
Switzerland
$124M +$8.31M +241,736 +7%
Ameriprise
20
Ameriprise
Minnesota
$110M +$5.23M +152,068 +5%
Federated Hermes
21
Federated Hermes
Pennsylvania
$106M +$5.85M +170,091 +6%
LBA
22
Letko, Brosseau & Associates
Quebec, Canada
$103M -$465K -13,525 -0.4%
FPA
23
First Pacific Advisors
California
$101M +$540K +15,700 +0.5%
HCM
24
Highfields Capital Management
Massachusetts
$97.8M -$11.9M -345,576 -10%
Bank of America
25
Bank of America
North Carolina
$94M -$18.4M -534,372 -16%

VOD Hedge Fund Activity: Q1 2015 in Review

611 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Vodafone (VOD) for Q1 2015, worth a combined $8.2B — down 61% from $20.8B a quarter earlier.

Sellers outnumbered buyers: 63 funds closed out of VOD and 38 opened new positions — a net loss of 25 holders — while 231 trimmed existing stakes and 246 added.

The largest buyer was Jennison Associates, adding an estimated $69M. The largest seller was Two Sigma Investments, cutting an estimated $77.8M.

  • 611 institutional investors held Vodafone (VOD) as of Q1 2015, down from 644 in Q4 2014.
  • Funds reported $8.2B of Vodafone stock for Q1 2015, down 61% quarter-over-quarter.
  • 38 funds opened new Vodafone positions in Q1 2015 and 63 closed out, a net change of -25 holders.
  • The largest Vodafone buyer in Q1 2015 was Jennison Associates, an estimated $69M added.
  • The largest Vodafone seller in Q1 2015 was Two Sigma Investments, an estimated $77.8M sold.

Based on aggregated 13F filings for Q1 2015.