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Vodafone

510 hedge funds and large institutions have $3.5B invested in Vodafone in 2020 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 179 increasing their positions, 173 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more capital invested

Capital invested by funds: $2.95B → $3.5B (+$545M)

3% more repeat investments, than reductions

Existing positions increased: 179 | Existing positions reduced: 173

0.02% more ownership

Funds ownership: 0.8%0.82% (+0.02%)

9% less first-time investments, than exits

New positions opened: 62 | Existing positions closed: 68

2% less funds holding

Funds holding: 518510 (-8)

29% less call options, than puts

Call options by funds: $45M | Put options by funds: $63.5M

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

Holders
510
Holders Change
-8
Holders Change %
-1.54%
% of All Funds
10.46%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.1%
New
62
Increased
179
Reduced
173
Closed
68
Calls
$45M
Puts
$63.5M
Net Calls
-$18.5M
Net Calls Change
-$17.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
1
Renaissance Technologies
New York
$610M +$31.7M +2,100,500 +6%
Hotchkis & Wiley Capital Management
2
Hotchkis & Wiley Capital Management
California
$351M +$9.26M +613,867 +3%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$214M -$5.28M -349,804 -3%
AGA
4
Altrinsic Global Advisors
Connecticut
$150M +$7.51M +497,953 +6%
Bank of America
5
Bank of America
North Carolina
$133M +$14.7M +974,766 +13%
AACR
6
ACR Alpine Capital Research
Missouri
$123M -$5.42M -359,445 -4%
JP Morgan Chase
7
JP Morgan Chase
New York
$110M -$44.7M -2,962,966 -30%
Federated Hermes
8
Federated Hermes
Pennsylvania
$106M +$14M +927,880 +16%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$87.7M -$562K -37,265 -0.7%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$83.4M +$2.93M +194,384 +4%
Morgan Stanley
11
Morgan Stanley
New York
$76.5M -$5.25M -348,166 -7%
Wells Fargo
12
Wells Fargo
California
$70.9M +$1.13M +74,554 +2%
RJA
13
Raymond James & Associates
Florida
$70.2M +$11M +731,247 +20%
Goldman Sachs
14
Goldman Sachs
New York
$64.4M +$18.9M +1,253,232 +45%
Ameriprise
15
Ameriprise
Minnesota
$59.4M +$40.6M +2,688,807 +259%
EIP
16
Easterly Investment Partners
Massachusetts
$52.9M +$2.23M +147,733 +5%
UBS Group
17
UBS Group
Switzerland
$49.9M -$2.16M -142,889 -4%
Northern Trust
18
Northern Trust
Illinois
$43.4M -$3.1M -205,757 -7%
LBA
19
Letko, Brosseau & Associates
Quebec, Canada
$40.3M -$1.06M -70,546 -3%
PPA
20
Parametric Portfolio Associates
Washington
$34.8M -$3.71M -245,721 -10%
OAM
21
Oppenheimer Asset Management
New York
$32.5M -$4.11M -272,029 -12%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$31.4M +$2.89M +191,690 +11%
PF
23
Phoenix Financial
Israel
$30M
Russell Investments Group
24
Russell Investments Group
United Kingdom
$27.4M -$10.4M -687,800 -29%
Fidelity Investments
25
Fidelity Investments
Massachusetts
$25.5M +$2.82M +186,656 +13%

VOD Hedge Fund Activity: Q2 2020 in Review

510 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Vodafone (VOD) for Q2 2020, worth a combined $3.5B — up 18% from $2.95B a quarter earlier.

Sellers outnumbered buyers: 68 funds closed out of VOD and 62 opened new positions — a net loss of 6 holders — while 173 trimmed existing stakes and 179 added.

The largest buyer was Ameriprise, adding an estimated $40.6M. The largest seller was JP Morgan Chase, cutting an estimated $44.7M.

  • 510 institutional investors held Vodafone (VOD) as of Q2 2020, down from 518 in Q1 2020.
  • Funds reported $3.5B of Vodafone stock for Q2 2020, up 18% quarter-over-quarter.
  • 62 funds opened new Vodafone positions in Q2 2020 and 68 closed out, a net change of -6 holders.
  • The largest Vodafone buyer in Q2 2020 was Ameriprise, an estimated $40.6M added.
  • The largest Vodafone seller in Q2 2020 was JP Morgan Chase, an estimated $44.7M sold.

Based on aggregated 13F filings for Q2 2020.