We are live on ! Find out more
VOD icon

Vodafone

615 hedge funds and large institutions have $5.97B invested in Vodafone in 2016 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 186 increasing their positions, 248 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more call options, than puts

Call options by funds: $151M | Put options by funds: $123M

5% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 88

0% less funds holding

Funds holding: 616615 (-1)

24% less capital invested

Capital invested by funds: $7.9B → $5.97B (-$1.93B)

25% less repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 248

42.78% less ownership

Funds ownership: 43.7%0.92% (-43%)

43% less funds holding in top 10

Funds holding in top 10: 148 (-6)

Holders
615
Holders Change
-1
Holders Change %
-0.16%
% of All Funds
15.38%
Holding in Top 10
8
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-42.86%
% of All Funds
0.2%
New
92
Increased
186
Reduced
248
Closed
88
Calls
$151M
Puts
$123M
Net Calls
+$27.5M
Net Calls Change
+$33.8M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$413M -$173M -6,559,179 -28%
Hotchkis & Wiley Capital Management
2
Hotchkis & Wiley Capital Management
California
$397M +$101M +3,848,108 +31%
Invesco
3
Invesco
Georgia
$332M +$13.5M +514,212 +4%
Morgan Stanley
4
Morgan Stanley
New York
$304M -$14M -531,441 -4%
Bank of America
5
Bank of America
North Carolina
$228M -$79.5M -3,021,328 -24%
Renaissance Technologies
6
Renaissance Technologies
New York
$205M +$83.5M +3,173,700 +61%
Federated Hermes
7
Federated Hermes
Pennsylvania
$189M -$29.7M -1,128,351 -13%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$183M -$2.11M -80,140 -1%
Wells Fargo
9
Wells Fargo
California
$165M -$27M -1,025,221 -13%
AGA
10
Altrinsic Global Advisors
Connecticut
$162M +$19M +723,744 +12%
SSM
11
Sound Shore Management
Connecticut
$149M +$26.9M +1,021,165 +20%
RJA
12
Raymond James & Associates
Florida
$129M -$12M -456,169 -8%
UBS Group
13
UBS Group
Switzerland
$116M -$15.6M -593,022 -11%
Two Sigma Investments
14
Two Sigma Investments
New York
$110M +$40M +1,518,882 +51%
D.E. Shaw & Co
15
D.E. Shaw & Co
New York
$100M +$37.5M +1,425,863 +53%
Goldman Sachs
16
Goldman Sachs
New York
$97.9M -$33.3M -1,266,320 -24%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$85.3M -$133M -5,039,691 -59%
Jennison Associates
18
Jennison Associates
New York
$81.2M -$6.61M -251,029 -7%
MHI
19
Miller Howard Investments
New York
$77.5M -$12.4M -469,539 -13%
PI
20
Putnam Investments
Massachusetts
$77.2M +$860K +32,686 +1%
AACR
21
ACR Alpine Capital Research
Missouri
$74.4M -$17.2M -653,696 -18%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$74.3M +$3.58M +136,043 +5%
JP Morgan Chase
23
JP Morgan Chase
New York
$74.1M +$488K +18,538 +0.6%
Northern Trust
24
Northern Trust
Illinois
$70.7M -$662K -25,154 -0.9%
BA
25
BlackRock Advisors
Delaware
$69.6M -$15.9M -602,930 -17%

VOD Hedge Fund Activity: Q4 2016 in Review

615 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Vodafone (VOD) for Q4 2016, worth a combined $5.97B — down 24% from $7.9B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new VOD positions and 88 closed out — a net gain of 4 holders — while 186 added to existing stakes and 248 trimmed.

The largest buyer was Hotchkis & Wiley Capital Management, adding an estimated $101M. The largest seller was Cambiar Investors, exiting entirely with an estimated $196M sold.

  • 615 institutional investors held Vodafone (VOD) as of Q4 2016, down from 616 in Q3 2016.
  • Funds reported $5.97B of Vodafone stock for Q4 2016, down 24% quarter-over-quarter.
  • 92 funds opened new Vodafone positions in Q4 2016 and 88 closed out, a net change of +4 holders.
  • The largest Vodafone buyer in Q4 2016 was Hotchkis & Wiley Capital Management, an estimated $101M added.
  • The largest Vodafone seller in Q4 2016 was Cambiar Investors, an estimated $196M sold.

Based on aggregated 13F filings for Q4 2016.