Vanguard Morningstar Mega Cap ETF
98 hedge funds and large institutions have $489M invested in Vanguard Morningstar Mega Cap ETF in 2016 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 31 increasing their positions, 28 reducing their positions, and 9 closing their positions.
78% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 9
33% more funds holding in top 10
Funds holding in top 10: 6 → 8 (+2)
11% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 28
7% more funds holding
Funds holding: 92 → 98 (+6)
6% more capital invested
Capital invested by funds: $462M → $489M (+$27M)
0.79% more ownership
Funds ownership: 44.08% → 44.86% (+0.79%)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $229K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NLI
Nippon Life Insurance
Tokyo,
Japan
|
+$8.64M |
| 2 |
B
BancorpSouth
Tupelo,
Mississippi
|
+$3.1M |
| 3 |
WCWM
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
|
+$2.24M |
| 4 |
LPL Financial
San Diego,
California
|
+$1.45M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$1.37M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$3.93M |
| 2 |
BJ
Brouwer & Janachowski
Mill Valley,
California
|
-$3.54M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$2.1M |
| 4 |
VFP
Verus Financial Partners
Richmond,
Virginia
|
-$1.3M |
| 5 |
LPT
Legacy Private Trust
Neenah,
Wisconsin
|
-$1.26M |
MGC Hedge Fund Activity: Q4 2016 in Review
98 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mega Cap ETF (MGC) for Q4 2016, worth a combined $489M — up 5.8% from $462M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new MGC positions and 9 closed out — a net gain of 7 holders — while 31 added to existing stakes and 28 trimmed.
The largest buyer was Nippon Life Insurance, opening a new position worth an estimated $8.64M. The largest seller was Raymond James & Associates, cutting an estimated $3.93M.
- 98 institutional investors held Vanguard Morningstar Mega Cap ETF (MGC) as of Q4 2016, up from 92 in Q3 2016.
- Funds reported $489M of Vanguard Morningstar Mega Cap ETF stock for Q4 2016, up 5.8% quarter-over-quarter.
- 16 funds opened new Vanguard Morningstar Mega Cap ETF positions in Q4 2016 and 9 closed out, a net change of +7 holders.
- The largest Vanguard Morningstar Mega Cap ETF buyer in Q4 2016 was Nippon Life Insurance, an estimated $8.64M added.
- The largest Vanguard Morningstar Mega Cap ETF seller in Q4 2016 was Raymond James & Associates, an estimated $3.93M sold.
Based on aggregated 13F filings for Q4 2016.