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Vodafone

627 hedge funds and large institutions have $4.33B invested in Vodafone in 2018 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 147 increasing their positions, 295 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more call options, than puts

Call options by funds: $183M | Put options by funds: $118M

0.13% less ownership

Funds ownership: 0.97%0.84% (-0.13%)

5% less funds holding

Funds holding: 662627 (-35)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

23% less first-time investments, than exits

New positions opened: 89 | Existing positions closed: 115

23% less capital invested

Capital invested by funds: $5.64B → $4.33B (-$1.31B)

50% less repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 295

Holders
627
Holders Change
-35
Holders Change %
-5.29%
% of All Funds
13.97%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.2%
New
89
Increased
147
Reduced
295
Closed
115
Calls
$183M
Puts
$118M
Net Calls
+$65.5M
Net Calls Change
+$7.93M
Name Holding Trade Value Shares
Change
Change in
Stake
Hotchkis & Wiley Capital Management
1
Hotchkis & Wiley Capital Management
California
$454M +$13.4M +671,791 +3%
Renaissance Technologies
2
Renaissance Technologies
New York
$295M +$85.7M +4,292,800 +39%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$263M -$138M -6,915,298 -34%
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$244M +$153M +7,677,615 +155%
Goldman Sachs
5
Goldman Sachs
New York
$155M +$44.1M +2,209,271 +38%
Bank of America
6
Bank of America
North Carolina
$149M -$83.6M -4,184,266 -35%
Morgan Stanley
7
Morgan Stanley
New York
$145M -$71M -3,552,189 -32%
Federated Hermes
8
Federated Hermes
Pennsylvania
$138M -$4.67M -233,549 -3%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$127M -$11M -552,794 -8%
AACR
10
ACR Alpine Capital Research
Missouri
$127M -$4.12M -206,393 -3%
AGA
11
Altrinsic Global Advisors
Connecticut
$112M +$7.12M +356,360 +7%
Wells Fargo
12
Wells Fargo
California
$105M -$19M -953,550 -15%
RJA
13
Raymond James & Associates
Florida
$103M -$17.5M -873,691 -14%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$93.4M -$10.4M -519,096 -10%
SSM
15
Sound Shore Management
Connecticut
$91M -$27M -1,350,759 -22%
UBS Group
16
UBS Group
Switzerland
$77.2M -$49.4M -2,475,620 -38%
JP Morgan Chase
17
JP Morgan Chase
New York
$75.5M +$39.3M +1,968,635 +101%
Deutsche Bank
18
Deutsche Bank
Germany
$70.8M +$39.7M +1,986,408 +118%
OMC
19
Old Mission Capital
Illinois
$59.7M +$61.9M +3,098,171 New
Northern Trust
20
Northern Trust
Illinois
$56.3M -$7.18M -359,586 -11%
Jane Street
21
Jane Street
New York
$54.4M +$52M +2,603,809 +1,187%
PPA
22
Parametric Portfolio Associates
Washington
$44.3M +$12.5M +628,093 +38%
OAM
23
Oppenheimer Asset Management
New York
$43.9M -$2.55M -127,491 -5%
LBA
24
Letko, Brosseau & Associates
Quebec, Canada
$43.3M -$470K -23,550 -1%
Invesco
25
Invesco
Georgia
$41.7M -$87M -4,354,207 -67%

VOD Hedge Fund Activity: Q4 2018 in Review

627 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Vodafone (VOD) for Q4 2018, worth a combined $4.33B — down 23% from $5.64B a quarter earlier.

Sellers outnumbered buyers: 115 funds closed out of VOD and 89 opened new positions — a net loss of 26 holders — while 295 trimmed existing stakes and 147 added.

The largest buyer was Arrowstreet Capital, adding an estimated $153M. The largest seller was Fisher Asset Management, cutting an estimated $422M.

  • 627 institutional investors held Vodafone (VOD) as of Q4 2018, down from 662 in Q3 2018.
  • Funds reported $4.33B of Vodafone stock for Q4 2018, down 23% quarter-over-quarter.
  • 89 funds opened new Vodafone positions in Q4 2018 and 115 closed out, a net change of -26 holders.
  • The largest Vodafone buyer in Q4 2018 was Arrowstreet Capital, an estimated $153M added.
  • The largest Vodafone seller in Q4 2018 was Fisher Asset Management, an estimated $422M sold.

Based on aggregated 13F filings for Q4 2018.