Vanguard Morningstar Mega Cap Growth ETF
65 hedge funds and large institutions have $399M invested in Vanguard Morningstar Mega Cap Growth ETF in 2013 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 23 increasing their positions, 19 reducing their positions, and 5 closing their positions.
150% more funds holding in top 10
Funds holding in top 10: 2 → 5 (+3)
100% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 5
21% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 19
14% more capital invested
Capital invested by funds: $351M → $399M (+$48.5M)
7% more funds holding
Funds holding: 61 → 65 (+4)
4.64% more ownership
Funds ownership: 161.28% → 165.92% (+4.6%)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $268K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
+$11.7M |
| 2 |
Goldman Sachs
New York
|
+$5.39M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.8M |
| 4 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$1.6M |
| 5 |
DS
DRW Securities
Chicago,
Illinois
|
+$1.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$33.6M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$3.79M |
| 3 |
U
UBS
Zurich,
Switzerland
|
-$2.73M |
| 4 |
MAA
Managed Account Advisors
Jersey City,
New Jersey
|
-$2.12M |
| 5 |
TH
Timber Hill
Greenwich,
Connecticut
|
-$1.83M |
MGK Hedge Fund Activity: Q4 2013 in Review
65 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mega Cap Growth ETF (MGK) for Q4 2013, worth a combined $399M — up 14% from $351M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new MGK positions and 5 closed out — a net gain of 5 holders — while 23 added to existing stakes and 19 trimmed.
The largest buyer was HighTower Advisors, adding an estimated $11.7M. The largest seller was Morgan Stanley, cutting an estimated $33.6M.
- 65 institutional investors held Vanguard Morningstar Mega Cap Growth ETF (MGK) as of Q4 2013, up from 61 in Q3 2013.
- Funds reported $399M of Vanguard Morningstar Mega Cap Growth ETF stock for Q4 2013, up 14% quarter-over-quarter.
- 10 funds opened new Vanguard Morningstar Mega Cap Growth ETF positions in Q4 2013 and 5 closed out, a net change of +5 holders.
- The largest Vanguard Morningstar Mega Cap Growth ETF buyer in Q4 2013 was HighTower Advisors, an estimated $11.7M added.
- The largest Vanguard Morningstar Mega Cap Growth ETF seller in Q4 2013 was Morgan Stanley, an estimated $33.6M sold.
Based on aggregated 13F filings for Q4 2013.