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Vodafone

620 hedge funds and large institutions have $7.94B invested in Vodafone in 2015 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 191 increasing their positions, 263 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 58

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

1% more funds holding

Funds holding: 613620 (+7)

2.09% less ownership

Funds ownership: 38.96%36.88% (-2.1%)

11% less capital invested

Capital invested by funds: $8.95B → $7.94B (-$1.02B)

24% less call options, than puts

Call options by funds: $150M | Put options by funds: $199M

27% less repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 263

Holders
620
Holders Change
+7
Holders Change %
+1.14%
% of All Funds
16.26%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.26%
New
75
Increased
191
Reduced
263
Closed
58
Calls
$150M
Puts
$199M
Net Calls
-$48.7M
Net Calls Change
-$64.6M
Name Holding Trade Value Shares
Change
Change in
Stake
LTI
1
Laffer Tengler Investments
Tennessee
$592M
Hotchkis & Wiley Capital Management
2
Hotchkis & Wiley Capital Management
California
$447M -$9.79M -299,830 -2%
Invesco
3
Invesco
Georgia
$446M +$1.21M +36,929 +0.3%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$430M +$89.9M +2,752,470 +26%
Morgan Stanley
5
Morgan Stanley
New York
$271M +$8.98M +275,096 +3%
IC
6
Institutional Capital
Illinois
$247M +$5.94M +181,976 +2%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$241M +$636K +19,472 +0.3%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$235M -$39.9M -1,221,279 -14%
Bank of America
9
Bank of America
North Carolina
$226M -$2.12M -64,834 -0.9%
Jennison Associates
10
Jennison Associates
New York
$179M +$652K +19,956 +0.4%
Goldman Sachs
11
Goldman Sachs
New York
$174M +$50.6M +1,549,540 +40%
AGA
12
Altrinsic Global Advisors
Connecticut
$168M -$20.7M -633,449 -11%
CI
13
Cambiar Investors
Colorado
$154M +$32.3M +988,141 +26%
SSM
14
Sound Shore Management
Connecticut
$150M -$2.85M -87,192 -2%
Federated Hermes
15
Federated Hermes
Pennsylvania
$144M +$37.9M +1,162,123 +35%
Wells Fargo
16
Wells Fargo
California
$138M +$17.3M +528,720 +14%
SCCM
17
Schafer Cullen Capital Management
New York
$135M -$18.8M -575,853 -12%
BA
18
BlackRock Advisors
Delaware
$124M -$6.29M -192,520 -5%
Jane Street
19
Jane Street
New York
$122M +$66.5M +2,035,247 +116%
PI
20
Putnam Investments
Massachusetts
$106M -$5.03M -154,026 -4%
Ameriprise
21
Ameriprise
Minnesota
$106M +$8.52M +260,820 +9%
UBS Group
22
UBS Group
Switzerland
$105M -$3.49M -106,743 -3%
JP Morgan Chase
23
JP Morgan Chase
New York
$102M -$29M -889,596 -22%
LBA
24
Letko, Brosseau & Associates
Quebec, Canada
$100M -$2.08M -63,557 -2%
Northern Trust
25
Northern Trust
Illinois
$96.3M +$5.27M +161,535 +6%

VOD Hedge Fund Activity: Q4 2015 in Review

620 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Vodafone (VOD) for Q4 2015, worth a combined $7.94B — down 11% from $8.95B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new VOD positions and 58 closed out — a net gain of 17 holders — while 191 added to existing stakes and 263 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $89.9M. The largest seller was Arrowstreet Capital, cutting an estimated $203M.

  • 620 institutional investors held Vodafone (VOD) as of Q4 2015, up from 613 in Q3 2015.
  • Funds reported $7.94B of Vodafone stock for Q4 2015, down 11% quarter-over-quarter.
  • 75 funds opened new Vodafone positions in Q4 2015 and 58 closed out, a net change of +17 holders.
  • The largest Vodafone buyer in Q4 2015 was T. Rowe Price Associates, an estimated $89.9M added.
  • The largest Vodafone seller in Q4 2015 was Arrowstreet Capital, an estimated $203M sold.

Based on aggregated 13F filings for Q4 2015.