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Vodafone

625 hedge funds and large institutions have $7.86B invested in Vodafone in 2017 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 224 increasing their positions, 204 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 50

25% more funds holding in top 10

Funds holding in top 10: 1215 (+3)

10% more capital invested

Capital invested by funds: $7.12B → $7.86B (+$746M)

1% more funds holding

Funds holding: 616625 (+9)

10% more repeat investments, than reductions

Existing positions increased: 224 | Existing positions reduced: 204

0.02% more ownership

Funds ownership: 1.01%1.03% (+0.02%)

7% less call options, than puts

Call options by funds: $119M | Put options by funds: $127M

Holders
625
Holders Change
+9
Holders Change %
+1.46%
% of All Funds
15.58%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.37%
New
70
Increased
224
Reduced
204
Closed
50
Calls
$119M
Puts
$127M
Net Calls
-$8.57M
Net Calls Change
-$31.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Fisher Asset Management
1
Fisher Asset Management
Washington
$681M +$314M +11,281,706 +91%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$512M +$20.4M +733,909 +4%
Hotchkis & Wiley Capital Management
3
Hotchkis & Wiley Capital Management
California
$466M -$20.6M -741,179 -4%
Invesco
4
Invesco
Georgia
$379M -$12M -430,874 -3%
Morgan Stanley
5
Morgan Stanley
New York
$333M +$29.4M +1,056,513 +10%
Bank of America
6
Bank of America
North Carolina
$304M -$21.5M -773,169 -7%
Federated Hermes
7
Federated Hermes
Pennsylvania
$276M +$13.7M +492,968 +5%
Wells Fargo
8
Wells Fargo
California
$234M -$2.78M -99,971 -1%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$208M -$3.34M -120,058 -2%
Goldman Sachs
10
Goldman Sachs
New York
$201M +$42.7M +1,533,584 +28%
RJA
11
Raymond James & Associates
Florida
$196M +$2.33M +83,807 +1%
AGA
12
Altrinsic Global Advisors
Connecticut
$180M -$10.8M -387,839 -6%
UBS Group
13
UBS Group
Switzerland
$175M -$4.68M -168,167 -3%
Renaissance Technologies
14
Renaissance Technologies
New York
$162M +$13M +467,200 +9%
SSM
15
Sound Shore Management
Connecticut
$153M -$36.3M -1,304,928 -20%
BlackRock
16
BlackRock
New York
$120M -$4.48M -161,015 -4%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$111M +$8.54M +306,904 +9%
AACR
18
ACR Alpine Capital Research
Missouri
$103M +$746K +26,802 +0.8%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$97.7M -$66.5M -2,390,269 -41%
Ameriprise
20
Ameriprise
Minnesota
$93.3M +$15.8M +569,025 +21%
Northern Trust
21
Northern Trust
Illinois
$91.4M +$5.73M +205,667 +7%
HCM
22
Hamlin Capital Management
New York
$88.1M +$976K +35,068 +1%
PI
23
Putnam Investments
Massachusetts
$87.5M +$1.64M +58,986 +2%
Arrowstreet Capital
24
Arrowstreet Capital
Massachusetts
$86.6M +$27.1M +975,277 +48%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$83.2M +$5.29M +189,983 +7%

VOD Hedge Fund Activity: Q2 2017 in Review

625 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Vodafone (VOD) for Q2 2017, worth a combined $7.86B — up 10% from $7.12B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new VOD positions and 50 closed out — a net gain of 20 holders — while 224 added to existing stakes and 204 trimmed.

The largest buyer was Fisher Asset Management, adding an estimated $314M. The largest seller was D.E. Shaw & Co, cutting an estimated $154M.

  • 625 institutional investors held Vodafone (VOD) as of Q2 2017, up from 616 in Q1 2017.
  • Funds reported $7.86B of Vodafone stock for Q2 2017, up 10% quarter-over-quarter.
  • 70 funds opened new Vodafone positions in Q2 2017 and 50 closed out, a net change of +20 holders.
  • The largest Vodafone buyer in Q2 2017 was Fisher Asset Management, an estimated $314M added.
  • The largest Vodafone seller in Q2 2017 was D.E. Shaw & Co, an estimated $154M sold.

Based on aggregated 13F filings for Q2 2017.