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Vodafone

708 hedge funds and large institutions have $9.32B invested in Vodafone in 2017 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 217 increasing their positions, 239 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more first-time investments, than exits

New positions opened: 134 | Existing positions closed: 52

87% more call options, than puts

Call options by funds: $182M | Put options by funds: $97.1M

54% more funds holding in top 10

Funds holding in top 10: 1320 (+7)

20% more capital invested

Capital invested by funds: $7.8B → $9.32B (+$1.52B)

12% more funds holding

Funds holding: 631708 (+77)

0.07% more ownership

Funds ownership: 1.03%1.1% (+0.07%)

9% less repeat investments, than reductions

Existing positions increased: 217 | Existing positions reduced: 239

Holders
708
Holders Change
+77
Holders Change %
+12.2%
% of All Funds
16.06%
Holding in Top 10
20
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+53.85%
% of All Funds
0.45%
New
134
Increased
217
Reduced
239
Closed
52
Calls
$182M
Puts
$97.1M
Net Calls
+$84.6M
Net Calls Change
+$56M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$868M +$394M +13,163,005 +94%
Fisher Asset Management
2
Fisher Asset Management
Washington
$828M +$33.9M +1,132,546 +5%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$602M +$34.8M +1,159,945 +7%
Hotchkis & Wiley Capital Management
4
Hotchkis & Wiley Capital Management
California
$529M +$14.6M +487,867 +3%
Invesco
5
Invesco
Georgia
$418M -$5.69M -190,002 -1%
Morgan Stanley
6
Morgan Stanley
New York
$380M +$6.49M +216,548 +2%
Federated Hermes
7
Federated Hermes
Pennsylvania
$324M -$654K -21,824 -0.2%
Wells Fargo
8
Wells Fargo
California
$256M +$4.3M +143,404 +2%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$240M -$3.26M -108,758 -1%
RJA
10
Raymond James & Associates
Florida
$214M -$4.79M -159,952 -2%
Goldman Sachs
11
Goldman Sachs
New York
$193M -$76.5M -2,553,773 -30%
Renaissance Technologies
12
Renaissance Technologies
New York
$191M -$11.3M -378,105 -6%
AGA
13
Altrinsic Global Advisors
Connecticut
$189M -$1.91M -63,733 -1%
SSM
14
Sound Shore Management
Connecticut
$185M +$17.7M +591,923 +11%
UBS Group
15
UBS Group
Switzerland
$183M -$10.8M -359,267 -6%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$163M +$31M +1,035,373 +25%
BlackRock
17
BlackRock
New York
$125M -$5.79M -193,249 -5%
MHI
18
Miller Howard Investments
New York
$124M +$43M +1,434,846 +58%
AACR
19
ACR Alpine Capital Research
Missouri
$122M +$353K +11,786 +0.3%
Ameriprise
20
Ameriprise
Minnesota
$103M +$304K +10,156 +0.3%
Northern Trust
21
Northern Trust
Illinois
$101M +$3.75M +125,200 +4%
Capital World Investors
22
Capital World Investors
California
$98.9M +$56.6M +1,887,203 +156%
HCM
23
Hamlin Capital Management
New York
$97.9M -$221K -7,382 -0.2%
PI
24
Putnam Investments
Massachusetts
$97.9M +$2.64M +88,237 +3%
Jennison Associates
25
Jennison Associates
New York
$86.2M +$11M +367,586 +16%

VOD Hedge Fund Activity: Q4 2017 in Review

708 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Vodafone (VOD) for Q4 2017, worth a combined $9.32B — up 20% from $7.8B a quarter earlier.

Buyers outnumbered sellers: 134 funds opened new VOD positions and 52 closed out — a net gain of 82 holders — while 217 added to existing stakes and 239 trimmed.

The largest buyer was Bank of America, adding an estimated $394M. The largest seller was Goldman Sachs, cutting an estimated $76.5M.

  • 708 institutional investors held Vodafone (VOD) as of Q4 2017, up from 631 in Q3 2017.
  • Funds reported $9.32B of Vodafone stock for Q4 2017, up 20% quarter-over-quarter.
  • 134 funds opened new Vodafone positions in Q4 2017 and 52 closed out, a net change of +82 holders.
  • The largest Vodafone buyer in Q4 2017 was Bank of America, an estimated $394M added.
  • The largest Vodafone seller in Q4 2017 was Goldman Sachs, an estimated $76.5M sold.

Based on aggregated 13F filings for Q4 2017.