Vanguard Morningstar Mega Cap ETF
76 hedge funds and large institutions have $424M invested in Vanguard Morningstar Mega Cap ETF in 2015 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 28 increasing their positions, 17 reducing their positions, and 8 closing their positions.
65% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 17
38% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 8
6% more capital invested
Capital invested by funds: $400M → $424M (+$23.9M)
3% more funds holding
Funds holding: 74 → 76 (+2)
3.78% less ownership
Funds ownership: 43.11% → 39.33% (-3.8%)
29% less funds holding in top 10
Funds holding in top 10: 7 → 5 (-2)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $331K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$8.97M |
| 2 |
Jane Street
New York
|
+$3.79M |
| 3 |
Morgan Stanley
New York
|
+$3.74M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
+$3.04M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$2.52M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AA
Ancora Advisors
Cleveland,
Ohio
|
-$15.4M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$8.78M |
| 3 |
NPC
National Planning Corporation
El Segundo,
California
|
-$2.39M |
| 4 |
VFP
Verus Financial Partners
Richmond,
Virginia
|
-$1.74M |
| 5 |
AIM
Advantage Investment Management
Cedar Rapids,
Iowa
|
-$1.03M |
MGC Hedge Fund Activity: Q1 2015 in Review
76 of the 3,770 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mega Cap ETF (MGC) for Q1 2015, worth a combined $424M — up 6% from $400M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new MGC positions and 8 closed out — a net gain of 3 holders — while 28 added to existing stakes and 17 trimmed.
The largest buyer was Bank of America, adding an estimated $8.97M. The largest seller was Ancora Advisors, exiting entirely with an estimated $15.4M sold.
- 76 institutional investors held Vanguard Morningstar Mega Cap ETF (MGC) as of Q1 2015, up from 74 in Q4 2014.
- Funds reported $424M of Vanguard Morningstar Mega Cap ETF stock for Q1 2015, up 6% quarter-over-quarter.
- 11 funds opened new Vanguard Morningstar Mega Cap ETF positions in Q1 2015 and 8 closed out, a net change of +3 holders.
- The largest Vanguard Morningstar Mega Cap ETF buyer in Q1 2015 was Bank of America, an estimated $8.97M added.
- The largest Vanguard Morningstar Mega Cap ETF seller in Q1 2015 was Ancora Advisors, an estimated $15.4M sold.
Based on aggregated 13F filings for Q1 2015.