Vanguard Morningstar Mega Cap Value ETF
68 hedge funds and large institutions have $420M invested in Vanguard Morningstar Mega Cap Value ETF in 2014 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 26 increasing their positions, 17 reducing their positions, and 2 closing their positions.
600% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 2
53% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 17
50% more call options, than puts
Call options by funds: $474K | Put options by funds: $316K
37% more capital invested
Capital invested by funds: $307M → $420M (+$113M)
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
15% more funds holding
Funds holding: 59 → 68 (+9)
9.39% more ownership
Funds ownership: 35.8% → 45.18% (+9.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$53.7M |
| 2 |
CA
Capital Advantage
Walnut Creek,
California
|
+$17.6M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
+$6M |
| 4 |
Jane Street
New York
|
+$4.87M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$4.79M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MAA
Managed Account Advisors
Jersey City,
New Jersey
|
-$669K |
| 2 |
RT
Reliance Trust
Atlanta,
Georgia
|
-$598K |
| 3 |
CLOS
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
-$327K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$295K |
| 5 |
BEC
Blue Edge Capital
Richmond,
Virginia
|
-$281K |
MGV Hedge Fund Activity: Q4 2014 in Review
68 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mega Cap Value ETF (MGV) for Q4 2014, worth a combined $420M — up 37% from $307M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new MGV positions and 2 closed out — a net gain of 12 holders — while 26 added to existing stakes and 17 trimmed.
The largest buyer was PNC Financial Services Group, adding an estimated $53.7M. The largest seller was Managed Account Advisors, cutting an estimated $669K.
- 68 institutional investors held Vanguard Morningstar Mega Cap Value ETF (MGV) as of Q4 2014, up from 59 in Q3 2014.
- Funds reported $420M of Vanguard Morningstar Mega Cap Value ETF stock for Q4 2014, up 37% quarter-over-quarter.
- 14 funds opened new Vanguard Morningstar Mega Cap Value ETF positions in Q4 2014 and 2 closed out, a net change of +12 holders.
- The largest Vanguard Morningstar Mega Cap Value ETF buyer in Q4 2014 was PNC Financial Services Group, an estimated $53.7M added.
- The largest Vanguard Morningstar Mega Cap Value ETF seller in Q4 2014 was Managed Account Advisors, an estimated $669K sold.
Based on aggregated 13F filings for Q4 2014.