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Vodafone

616 hedge funds and large institutions have $7.12B invested in Vodafone in 2017 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 289 increasing their positions, 166 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more repeat investments, than reductions

Existing positions increased: 289 | Existing positions reduced: 166

50% more funds holding in top 10

Funds holding in top 10: 812 (+4)

21% more call options, than puts

Call options by funds: $134M | Put options by funds: $111M

19% more capital invested

Capital invested by funds: $5.97B → $7.12B (+$1.15B)

16% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 57

0% more funds holding

Funds holding: 615616 (+1)

0.09% more ownership

Funds ownership: 0.92%1.01% (+0.09%)

Holders
616
Holders Change
+1
Holders Change %
+0.16%
% of All Funds
15.33%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.3%
New
66
Increased
289
Reduced
166
Closed
57
Calls
$134M
Puts
$111M
Net Calls
+$23M
Net Calls Change
-$4.56M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$452M +$4.38M +171,081 +1%
Hotchkis & Wiley Capital Management
2
Hotchkis & Wiley Capital Management
California
$449M +$18.6M +725,117 +4%
Invesco
3
Invesco
Georgia
$360M +$965K +37,711 +0.3%
Fisher Asset Management
4
Fisher Asset Management
Washington
$328M +$318M +12,420,913 New
Bank of America
5
Bank of America
North Carolina
$301M +$52.3M +2,044,315 +22%
Morgan Stanley
6
Morgan Stanley
New York
$279M -$48.6M -1,899,904 -15%
Federated Hermes
7
Federated Hermes
Pennsylvania
$241M +$35.7M +1,394,996 +18%
Wells Fargo
8
Wells Fargo
California
$218M +$37.9M +1,481,132 +22%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$195M -$3M -117,044 -2%
RJA
10
Raymond James & Associates
Florida
$178M +$37.2M +1,453,508 +27%
AGA
11
Altrinsic Global Advisors
Connecticut
$175M +$426K +16,651 +0.3%
SSM
12
Sound Shore Management
Connecticut
$175M +$13.8M +540,617 +9%
UBS Group
13
UBS Group
Switzerland
$165M +$38.6M +1,507,008 +32%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$153M +$58.9M +2,299,529 +66%
D.E. Shaw & Co
15
D.E. Shaw & Co
New York
$147M +$37.9M +1,478,915 +36%
Goldman Sachs
16
Goldman Sachs
New York
$144M +$37M +1,445,893 +36%
Renaissance Technologies
17
Renaissance Technologies
New York
$137M -$82.4M -3,218,656 -38%
BlackRock
18
BlackRock
New York
$115M +$110M +4,290,072 +8,534%
AACR
19
ACR Alpine Capital Research
Missouri
$94.4M +$13.6M +529,439 +17%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$93.6M +$12.8M +499,927 +16%
MHI
21
Miller Howard Investments
New York
$91.1M +$7.04M +275,104 +9%
HCM
22
Hamlin Capital Management
New York
$80.1M +$20.6M +804,445 +36%
PI
23
Putnam Investments
Massachusetts
$79M -$4.39M -171,420 -5%
Northern Trust
24
Northern Trust
Illinois
$78.6M +$2.05M +79,996 +3%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$71.5M +$4.33M +168,990 +7%

VOD Hedge Fund Activity: Q1 2017 in Review

616 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Vodafone (VOD) for Q1 2017, worth a combined $7.12B — up 19% from $5.97B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new VOD positions and 57 closed out — a net gain of 9 holders — while 289 added to existing stakes and 166 trimmed.

The largest buyer was Fisher Asset Management, opening a new position worth an estimated $318M. The largest seller was Renaissance Technologies, cutting an estimated $82.4M.

  • 616 institutional investors held Vodafone (VOD) as of Q1 2017, up from 615 in Q4 2016.
  • Funds reported $7.12B of Vodafone stock for Q1 2017, up 19% quarter-over-quarter.
  • 66 funds opened new Vodafone positions in Q1 2017 and 57 closed out, a net change of +9 holders.
  • The largest Vodafone buyer in Q1 2017 was Fisher Asset Management, an estimated $318M added.
  • The largest Vodafone seller in Q1 2017 was Renaissance Technologies, an estimated $82.4M sold.

Based on aggregated 13F filings for Q1 2017.