Vanguard Morningstar Mega Cap ETF
74 hedge funds and large institutions have $400M invested in Vanguard Morningstar Mega Cap ETF in 2014 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 26 increasing their positions, 18 reducing their positions, and 4 closing their positions.
300% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 4
44% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 18
17% more capital invested
Capital invested by funds: $342M → $400M (+$58M)
16% more funds holding
Funds holding: 64 → 74 (+10)
1.28% more ownership
Funds ownership: 41.83% → 43.11% (+1.3%)
0% more funds holding in top 10
Funds holding in top 10: 7 → 7 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$12M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$9.71M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$6.56M |
| 4 |
Morgan Stanley
New York
|
+$4.1M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$3.86M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$3.24M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.74M |
| 3 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$1.63M |
| 4 |
NFG
Next Financial Group
Houston,
Texas
|
-$1.45M |
| 5 |
VFP
Verus Financial Partners
Richmond,
Virginia
|
-$1.3M |
MGC Hedge Fund Activity: Q4 2014 in Review
74 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mega Cap ETF (MGC) for Q4 2014, worth a combined $400M — up 17% from $342M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new MGC positions and 4 closed out — a net gain of 12 holders — while 26 added to existing stakes and 18 trimmed.
The largest buyer was Bank of America, adding an estimated $12M. The largest seller was Royal Bank of Canada, cutting an estimated $3.24M.
- 74 institutional investors held Vanguard Morningstar Mega Cap ETF (MGC) as of Q4 2014, up from 64 in Q3 2014.
- Funds reported $400M of Vanguard Morningstar Mega Cap ETF stock for Q4 2014, up 17% quarter-over-quarter.
- 16 funds opened new Vanguard Morningstar Mega Cap ETF positions in Q4 2014 and 4 closed out, a net change of +12 holders.
- The largest Vanguard Morningstar Mega Cap ETF buyer in Q4 2014 was Bank of America, an estimated $12M added.
- The largest Vanguard Morningstar Mega Cap ETF seller in Q4 2014 was Royal Bank of Canada, an estimated $3.24M sold.
Based on aggregated 13F filings for Q4 2014.