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Vodafone

637 hedge funds and large institutions have $8.7B invested in Vodafone in 2015 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 188 increasing their positions, 269 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 31

6% more capital invested

Capital invested by funds: $8.2B → $8.7B (+$505M)

4% more funds holding

Funds holding: 611637 (+26)

1.47% less ownership

Funds ownership: 40.2%38.73% (-1.5%)

14% less funds holding in top 10

Funds holding in top 10: 1412 (-2)

30% less repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 269

32% less call options, than puts

Call options by funds: $209M | Put options by funds: $308M

Holders
637
Holders Change
+26
Holders Change %
+4.26%
% of All Funds
17.16%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.32%
New
66
Increased
188
Reduced
269
Closed
31
Calls
$209M
Puts
$308M
Net Calls
-$98.8M
Net Calls Change
-$54.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Hotchkis & Wiley Capital Management
1
Hotchkis & Wiley Capital Management
California
$578M -$67.1M -1,863,514 -11%
Invesco
2
Invesco
Georgia
$553M -$19.2M -533,029 -3%
TIM
3
Thornburg Investment Management
New Mexico
$380M +$41M +1,137,098 +12%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$376M -$58.9M -1,635,245 -14%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$326M +$18M +499,408 +6%
Morgan Stanley
6
Morgan Stanley
New York
$293M +$2.25M +62,455 +0.8%
IC
7
Institutional Capital
Illinois
$243M -$5.6M -155,388 -2%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$223M +$6.83M +189,623 +3%
AGA
9
Altrinsic Global Advisors
Connecticut
$216M +$3.04M +84,344 +1%
SSM
10
Sound Shore Management
Connecticut
$184M -$7.16M -198,869 -4%
Jennison Associates
11
Jennison Associates
New York
$179M +$11.9M +331,166 +7%
SCCM
12
Schafer Cullen Capital Management
New York
$176M -$4.24M -117,737 -2%
Goldman Sachs
13
Goldman Sachs
New York
$152M -$31.8M -881,387 -17%
MAA
14
Managed Account Advisors
New Jersey
$150M +$4.85M +134,531 +3%
Wells Fargo
15
Wells Fargo
California
$142M -$3.01M -83,634 -2%
PI
16
Putnam Investments
Massachusetts
$141M -$64.4M -1,786,250 -32%
UBS Group
17
UBS Group
Switzerland
$138M -$935K -25,952 -0.7%
HCM
18
Highfields Capital Management
Massachusetts
$137M +$27.9M +775,107 +26%
Federated Hermes
19
Federated Hermes
Pennsylvania
$120M +$2.04M +56,722 +2%
CI
20
Cambiar Investors
Colorado
$115M +$20.4M +567,073 +22%
LBA
21
Letko, Brosseau & Associates
Quebec, Canada
$115M +$785K +21,801 +0.7%
FPA
22
First Pacific Advisors
California
$114M +$1.05M +29,163 +0.9%
Ameriprise
23
Ameriprise
Minnesota
$113M -$10.5M -292,524 -9%
JP Morgan Chase
24
JP Morgan Chase
New York
$112M -$29.3M -813,138 -21%
Northern Trust
25
Northern Trust
Illinois
$107M +$7.09M +196,668 +7%

VOD Hedge Fund Activity: Q2 2015 in Review

637 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Vodafone (VOD) for Q2 2015, worth a combined $8.7B — up 6.2% from $8.2B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new VOD positions and 31 closed out — a net gain of 35 holders — while 188 added to existing stakes and 269 trimmed.

The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $46.5M. The largest seller was ClearBridge Investments, cutting an estimated $149M.

  • 637 institutional investors held Vodafone (VOD) as of Q2 2015, up from 611 in Q1 2015.
  • Funds reported $8.7B of Vodafone stock for Q2 2015, up 6.2% quarter-over-quarter.
  • 66 funds opened new Vodafone positions in Q2 2015 and 31 closed out, a net change of +35 holders.
  • The largest Vodafone buyer in Q2 2015 was Envestnet Asset Management, an estimated $46.5M added.
  • The largest Vodafone seller in Q2 2015 was ClearBridge Investments, an estimated $149M sold.

Based on aggregated 13F filings for Q2 2015.