🇺🇸 SECVODAFONE GROUP PUBLIC LTD CODoubao · 实盘不做把握 8/10不做原因:风险收益比不佳
北京时间·🕒 发布 23:39:13·⟳ 抓取 23:39:44 +31s·⚡ 决策 10-22 23:41:28 +1m44s·4.9 天前
Vodafone 公布 Societe Generale TR-1 申报：合计权益由 9.106% 降至 8.946%，回落至 9% 门槛下方
本事件虽是相对上一封 TR-1（10-21 升破 9% 至 9.106%）的反向新门槛事实（跌破 9% 至 8.946%），但变动幅度仅约 0.16 个百分点、金融工具几乎全为现金结算 CFD/期权/权证，属英国 DTR 透明度规则下银行端例行合规申报，既非战略性增减持也不含经营、订单、指引或控制权信息，对约 240 亿英镑级市值的 Vodafone 不构成任何可交易的方向性 edge；且同一申报人 10-21 的上行申报本臂已判不做，本次为镜像回落。
📄 原文VODAFONE GROUP PUBLIC LTD CO↗ 原文
----- a1139a.htm ----- 6-K 1 a1139a.htm HOLDING(S) IN COMPANY a1139a UNITED STATES SECURITIES AND EXCHANGE COMMISSION W…
不做 Vodafone Group Plc（VOD.GB）
例行 TR-1 门槛申报：法兴聚合权益仅回落 0.159pct 至 8.946%，以托管/现金结算衍生品口径为主，非战略减持，无基本面增量、预期差或可执行 edge，不做多也不做空
不做 Societe Generale（GLE.FR）
申报义务人自身并非交易标的：TR-1 聚合持仓变动不反映法兴经营或自身投资损益，无交易含义
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
结论摘要
法兴在 Vodafone 的聚合权益三天内由 9.106% 回落至 8.946%，只是银行托管/衍生品口径在 9% 申报门槛两侧的例行波动（约 -0.16pct、现金结算工具为主），无基本面增量与预期差，不具备交易价值。
🔎 新鲜度:最早出现 2026-10-22 · 扩散 low · price-in 风险 low ↗
主要风险
- TR-1 聚合口径无法区分法兴自营、客户托管与衍生品对冲，若后续出现具名战略投资者的实质性权益或控制权披露需重新评估
先例如何影响了这次决策
对本次决策的影响:未引用先例；结合本臂 2026-10-21 对同一申报人上行 TR-1（8.98%→9.106%）的不做决策，本次镜像下行同样判不做
方向:无需要定价的事件方向：TR-1 门槛申报为例行合规文件，不具备构建可比价格先例的基础
涨幅量级:无可校准幅度，变动仅 -0.159pct 且以现金结算工具为主
形态:不适用
工具执行结果 · 成功 1 · 降级 0 · 失败 0 · 取消 0
- search_processed_events 成功 stock_tools HTTP · 2,087 ms
{"result": "search_processed_events:agent query=`vodafone group holding(s) in company 8.9% threshold notification | vodafone tr-1 societe generale major holdings voting rights | 沃达丰 法国兴业银行 持股变动 tr-1`；结构化索引覆盖完整 72 小时；旧记录兼容扫描近 72.0/72 小时、26459 条本臂决策(完整)，返回 1 条候选。\n• 10-21 18:08 UTC(北京 10-22 02:08) [bm
原文全文
展开原文 · 6,679 字
----- a1139a.htm -----
6-K
1
a1139a.htm
HOLDING(S) IN COMPANY
a1139a
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
Form 6-K
REPORT OF FOREIGN PRIVATE ISSUER
PURSUANT TO RULES 13a-16 OR 15d-16 UNDER
THE SECURITIES EXCHANGE ACT OF 1934
Dated
October 22, 2026
Commission
File Number: 001-10086
VODAFONE GROUP
PUBLIC LIMITED COMPANY
(Translation
of registrant’s name into English)
VODAFONE
HOUSE, THE CONNECTION, NEWBURY, BERKSHIRE, RG14 2FN,
ENGLAND
(Address
of principal executive offices)
Indicate
by check mark whether the registrant files or will file annual
reports under cover Form 20-F or Form 40-F.
Form
20-F
✓
Form 40-F _
This Report on Form 6-K contains a Stock Exchange Announcement
dated 22 October 2026 entitled Holding(s) in Company.
22 October 2026
Holding(s) in Company
Vodafone Group Plc (‘
Vodafone
’ or the ‘
Company
’) publishes the below TR-1 notification of
major holdings in the Company.
This announcement is made pursuant to the requirements of DTR
5.8.12R(1).
Shareholders should refer to Vodafone's announcement regarding
total voting rights to determine if they are required to notify
their interest in, or a change to their interests in the Company
under the FCA's Disclosure Guidance and Transparency
Rules.
TR-1: Standard form for notification of major holdings
1. Issuer Details
ISIN
GB00BH4HKS39
Issuer Name
VODAFONE GROUP PUBLIC LIMITED COMPANY
UK or Non-UK Issuer
UK
2. Reason for Notification
An acquisition or disposal of voting rights
3. Details of person subject to the notification
obligation
Name
Societe Generale
City of registered office (if applicable)
London
Country of registered office (if applicable)
United Kingdom
4. Details of the shareholder
Full name of shareholder(s) if different from the person(s) subject
to the notification obligation, above
City of registered office (if applicable)
Country of registered office (if applicable)
5. Date on which the threshold was crossed or reached
20-Oct-2026
6. Date on which Issuer notified
21-Oct-2026
7. Total positions of person(s) subject to the notification
obligation
% of voting rights attached to shares (total of 8.A)
% of voting rights through financial instruments (total of 8.B 1 +
8.B 2)
Total of both in % (8.A + 8.B)
Total number of voting rights held in issuer
Resulting situation
on the date on which threshold was crossed or reached
8.929023
0.017376
8.946399
2072635131
Position of
previous notification (if applicable)
9.087475
0.018343
9.105818
8. Notified details of the resulting situation on the date on which
the threshold was crossed or reached
8A. Voting rights attached to shares
Class/Type of shares ISIN code(if possible)
Number of direct voting rights (DTR5.1)
Number of indirect voting rights (DTR5.2.1)
% of direct voting rights (DTR5.1)
% of indirect voting rights (DTR5.2.1)
GB00BH4HKS39
2067931205
8.926095
US92857W3088
678350
0.002928
Sub
Total 8.A
2068609555
8.929023%
8B1. Financial Instruments according to (DTR5.3.1R.(1)
(a))
Type of financial instrument
Expiration date
Exercise/conversion period
Number of voting rights that may be acquired if the instrument is
exercised/converted
% of voting rights
Sub
Total 8.B1
8B2. Financial Instruments with similar economic effect according
to (DTR5.3.1R.(1) (b))
Type of financial instrument
Expiration date
Exercise/conversion period
Physical or cash settlement
Number of voting rights
% of voting rights
Certificate
26/03/2027
26/03/2027
Cash
25741
0.000111
Certificate
28/12/2026
28/12/2026
Cash
57507
0.000248
Contract for
difference
08/12/2027
08/12/2027
Cash
1139145
0.004917
Contract for
difference
30/09/2027
30/09/2027
Cash
123535
0.000533
Contract for
difference
29/05/2028
29/05/2028
Cash
42820
0.000185
Listed
Call Warrant
03/01/2033
03/01/2033
Cash
878773
0.003793
Listed
Call Warrant on Bskt
03/01/2033
03/01/2033
Cash
181967
0.000786
Listed
Put Warrant
03/01/2033
03/01/2033
Cash
37227
0.000161
Listed
Put Warrant
31/12/2049
31/12/2049
Cash
10522
0.000045
OTC
Call Option
03/01/2033
03/01/2033
Cash
943199
0.004071
OTC
Call Option on Bskt
03/01/2033
03/01/2033
Cash
489791
0.002114
OTC Put
Option
03/01/2033
03/01/2033
Cash
95349
0.000412
Sub
Total 8.B2
4025576
0.017376%
9. Information in relation to the person subject to the
notification obligation
1. Person subject to the notification obligation is not controlled
by any natural person or legal entity and does not control any
other undertaking(s) holding directly or indirectly an interest in
the (underlying) issuer.
Ultimate controlling person
Name of controlled undertaking
% of voting rights if it equals or is higher than the notifiable
threshold
% of voting rights through financial instruments if it equals or is
higher than the notifiable threshold
Total
of both if it equals or is higher than the notifiable
threshold
10. In case of proxy voting
Name of the proxy holder
The number and % of voting rights held
The date until which the voting rights will be held
If date does not apply, explain below
11. Additional Information
12. Date of Completion
21-Oct-2026
13. Place Of Completion
London, United Kingdom
- ends -
For more information, please contact:
Investor Relations:
vodafone.com
ir@vodafone.co.uk
Media Relations:
Vodafone.com/media/contact
GroupMedia@vodafone.com
Registered Office: Vodafone House, The Connection, Newbury,
Berkshire RG14 2FN, England. Registered in England No.
1833679
About Vodafone Group
everyone.connected
Vodafone is a leading European and African telecoms
company.
We serve around 370 million mobile and broadband customers,
operating networks in 17 countries with investments in a further
three and partners in over 40 more. We have capacity on more than
70 subsea cable systems – the backbone of the internet
– and we are developing a new direct-to-mobile satellite
communications service to connect areas without coverage. Vodafone
runs one of the world’s largest IoT platforms, with over 240
million IoT connections globally, and we provide financial services
to around 103 million customers across eight African countries
– managing more transactions than any other
provider.
From the seabed to the stars, Vodafone’s mission is to
connect everyone.
For more information, please visit
www.vodafone.com
follow us on X at
@VodafoneGroup or connect with us on LinkedIn at
www.linkedin.com/company/vodafone.
SIGNATURES
Pursuant
to the requirements of the Securities Exchange Act of 1934, the
registrant has duly caused this report to be signed on its behalf
by the undersigned, thereunto duly authorised.
VODAFONE
GROUP
PUBLIC
LIMITED COMPANY
(Registrant)
Date:
October 22, 2026
By: /s/ M D B
Name: Maaike de Bie
Title: Group General Counsel and Company Secretary
6-K
1
a1139a.htm
HOLDING(S) IN COMPANY
a1139a
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
Form 6-K
REPORT OF FOREIGN PRIVATE ISSUER
PURSUANT TO RULES 13a-16 OR 15d-16 UNDER
THE SECURITIES EXCHANGE ACT OF 1934
Dated
October 22, 2026
Commission
File Number: 001-10086
VODAFONE GROUP
PUBLIC LIMITED COMPANY
(Translation
of registrant’s name into English)
VODAFONE
HOUSE, THE CONNECTION, NEWBURY, BERKSHIRE, RG14 2FN,
ENGLAND
(Address
of principal executive offices)
Indicate
by check mark whether the registrant files or will file annual
reports under cover Form 20-F or Form 40-F.
Form
20-F
✓
Form 40-F _
This Report on Form 6-K contains a Stock Exchange Announcement
dated 22 October 2026 entitled Holding(s) in Company.
22 October 2026
Holding(s) in Company
Vodafone Group Plc (‘
Vodafone
’ or the ‘
Company
’) publishes the below TR-1 notification of
major holdings in the Company.
This announcement is made pursuant to the requirements of DTR
5.8.12R(1).
Shareholders should refer to Vodafone's announcement regarding
total voting rights to determine if they are required to notify
their interest in, or a change to their interests in the Company
under the FCA's Disclosure Guidance and Transparency
Rules.
TR-1: Standard form for notification of major holdings
1. Issuer Details
ISIN
GB00BH4HKS39
Issuer Name
VODAFONE GROUP PUBLIC LIMITED COMPANY
UK or Non-UK Issuer
UK
2. Reason for Notification
An acquisition or disposal of voting rights
3. Details of person subject to the notification
obligation
Name
Societe Generale
City of registered office (if applicable)
London
Country of registered office (if applicable)
United Kingdom
4. Details of the shareholder
Full name of shareholder(s) if different from the person(s) subject
to the notification obligation, above
City of registered office (if applicable)
Country of registered office (if applicable)
5. Date on which the threshold was crossed or reached
20-Oct-2026
6. Date on which Issuer notified
21-Oct-2026
7. Total positions of person(s) subject to the notification
obligation
% of voting rights attached to shares (total of 8.A)
% of voting rights through financial instruments (total of 8.B 1 +
8.B 2)
Total of both in % (8.A + 8.B)
Total number of voting rights held in issuer
Resulting situation
on the date on which threshold was crossed or reached
8.929023
0.017376
8.946399
2072635131
Position of
previous notification (if applicable)
9.087475
0.018343
9.105818
8. Notified details of the resulting situation on the date on which
the threshold was crossed or reached
8A. Voting rights attached to shares
Class/Type of shares ISIN code(if possible)
Number of direct voting rights (DTR5.1)
Number of indirect voting rights (DTR5.2.1)
% of direct voting rights (DTR5.1)
% of indirect voting rights (DTR5.2.1)
GB00BH4HKS39
2067931205
8.926095
US92857W3088
678350
0.002928
Sub
Total 8.A
2068609555
8.929023%
8B1. Financial Instruments according to (DTR5.3.1R.(1)
(a))
Type of financial instrument
Expiration date
Exercise/conversion period
Number of voting rights that may be acquired if the instrument is
exercised/converted
% of voting rights
Sub
Total 8.B1
8B2. Financial Instruments with similar economic effect according
to (DTR5.3.1R.(1) (b))
Type of financial instrument
Expiration date
Exercise/conversion period
Physical or cash settlement
Number of voting rights
% of voting rights
Certificate
26/03/2027
26/03/2027
Cash
25741
0.000111
Certificate
28/12/2026
28/12/2026
Cash
57507
0.000248
Contract for
difference
08/12/2027
08/12/2027
Cash
1139145
0.004917
Contract for
difference
30/09/2027
30/09/2027
Cash
123535
0.000533
Contract for
difference
29/05/2028
29/05/2028
Cash
42820
0.000185
Listed
Call Warrant
03/01/2033
03/01/2033
Cash
878773
0.003793
Listed
Call Warrant on Bskt
03/01/2033
03/01/2033
Cash
181967
0.000786
Listed
Put Warrant
03/01/2033
03/01/2033
Cash
37227
0.000161
Listed
Put Warrant
31/12/2049
31/12/2049
Cash
10522
0.000045
OTC
Call Option
03/01/2033
03/01/2033
Cash
943199
0.004071
OTC
Call Option on Bskt
03/01/2033
03/01/2033
Cash
489791
0.002114
OTC Put
Option
03/01/2033
03/01/2033
Cash
95349
0.000412
Sub
Total 8.B2
4025576
0.017376%
9. Information in relation to the person subject to the
notification obligation
1. Person subject to the notification obligation is not controlled
by any natural person or legal entity and does not control any
other undertaking(s) holding directly or indirectly an interest in
the (underlying) issuer.
Ultimate controlling person
Name of controlled undertaking
% of voting rights if it equals or is higher than the notifiable
threshold
% of voting rights through financial instruments if it equals or is
higher than the notifiable threshold
Total
of both if it equals or is higher than the notifiable
threshold
10. In case of proxy voting
Name of the proxy holder
The number and % of voting rights held
The date until which the voting rights will be held
If date does not apply, explain below
11. Additional Information
12. Date of Completion
21-Oct-2026
13. Place Of Completion
London, United Kingdom
- ends -
For more information, please contact:
Investor Relations:
vodafone.com
ir@vodafone.co.uk
Media Relations:
Vodafone.com/media/contact
GroupMedia@vodafone.com
Registered Office: Vodafone House, The Connection, Newbury,
Berkshire RG14 2FN, England. Registered in England No.
1833679
About Vodafone Group
everyone.connected
Vodafone is a leading European and African telecoms
company.
We serve around 370 million mobile and broadband customers,
operating networks in 17 countries with investments in a further
three and partners in over 40 more. We have capacity on more than
70 subsea cable systems – the backbone of the internet
– and we are developing a new direct-to-mobile satellite
communications service to connect areas without coverage. Vodafone
runs one of the world’s largest IoT platforms, with over 240
million IoT connections globally, and we provide financial services
to around 103 million customers across eight African countries
– managing more transactions than any other
provider.
From the seabed to the stars, Vodafone’s mission is to
connect everyone.
For more information, please visit
www.vodafone.com
follow us on X at
@VodafoneGroup or connect with us on LinkedIn at
www.linkedin.com/company/vodafone.
SIGNATURES
Pursuant
to the requirements of the Securities Exchange Act of 1934, the
registrant has duly caused this report to be signed on its behalf
by the undersigned, thereunto duly authorised.
VODAFONE
GROUP
PUBLIC
LIMITED COMPANY
(Registrant)
Date:
October 22, 2026
By: /s/ M D B
Name: Maaike de Bie
Title: Group General Counsel and Company Secretary
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