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VanEck Natural Resources ETF

22 hedge funds and large institutions have $28.2M invested in VanEck Natural Resources ETF in 2013 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 4

25% more capital invested

Capital invested by funds: $22.5M → $28.2M (+$5.68M)

5.01% more ownership

Funds ownership: 23.38%28.39% (+5%)

0% more funds holding

Funds holding: 2222 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

Holders
22
Holders Change
Holders Change %
0%
% of All Funds
0.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
9
Reduced
4
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
1
TD Capital Management
Tennessee
$11.2M +$283K +7,615 +3%
Morgan Stanley
2
Morgan Stanley
New York
$4.01M +$2.57M +69,211 +182%
Wells Fargo
3
Wells Fargo
California
$3.02M -$311K -8,380 -9%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$2.99M +$662K +17,824 +29%
Jane Street
5
Jane Street
New York
$2.21M +$620K +16,678 +39%
Bank of America
6
Bank of America
North Carolina
$1.53M +$265K +7,130 +21%
BEC
7
Blue Edge Capital
Virginia
$1.31M +$1.3M +34,900 New
LPL Financial
8
LPL Financial
California
$502K -$30.8K -828 -6%
AA
9
Ancora Advisors
Ohio
$310K +$1.52K +41 +0.5%
BOS
10
Bingham Osborn & Scarborough
California
$303K
LIM
11
Leavell Investment Management
Alabama
$266K -$13.4K -361 -5%
U
12
UBS
Switzerland
$175K +$1.11K +30 +0.6%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$113K -$419K -11,285 -79%
NES
14
New England Securities
New York
$73K +$22.9K +616 +46%
AIG
15
American International Group
New York
$63.6K
US Bancorp
16
US Bancorp
Minnesota
$50K +$49.7K +1,338 New
Canada Life
17
Canada Life
Manitoba, Canada
$22K
WA
18
WFG Advisors
Texas
$19K
EWM
19
Evercore Wealth Management
New York
$15K
Ameriprise
20
Ameriprise
Minnesota
$8K +$111 +3 +1%
BPBT
21
Boston Private Bank & Trust
Massachusetts
$7K
EAMA
22
EFG Asset Management (Americas)
Florida
$5.88K +$5.83K +157 New
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
-$60K -1,638 Closed
TFA
24
Transamerica Financial Advisors
Florida
-$6K -144 Closed
CFA
25
Carroll Financial Associates
North Carolina
-$1K -50 Closed

HAP Hedge Fund Activity: Q4 2013 in Review

22 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in VanEck Natural Resources ETF (HAP) for Q4 2013, worth a combined $28.2M — up 25% from $22.5M a quarter earlier.

Fund positioning in HAP was balanced in Q4 2013: 3 funds opened new positions, 3 closed out, 9 added to existing stakes and 4 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.57M. The largest seller was Royal Bank of Canada, cutting an estimated $419K.

  • 22 institutional investors held VanEck Natural Resources ETF (HAP) as of Q4 2013, unchanged from Q3 2013.
  • Funds reported $28.2M of VanEck Natural Resources ETF stock for Q4 2013, up 25% quarter-over-quarter.
  • 3 funds opened new VanEck Natural Resources ETF positions in Q4 2013 and 3 closed out, a net change of 0 holders.
  • The largest VanEck Natural Resources ETF buyer in Q4 2013 was Morgan Stanley, an estimated $2.57M added.
  • The largest VanEck Natural Resources ETF seller in Q4 2013 was Royal Bank of Canada, an estimated $419K sold.

Based on aggregated 13F filings for Q4 2013.