Vanguard Energy ETF
132 hedge funds and large institutions have $872M invested in Vanguard Energy ETF in 2013 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 45 increasing their positions, 27 reducing their positions, and 16 closing their positions.
103% more call options, than puts
Call options by funds: $949K | Put options by funds: $468K
75% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 16
67% more repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 27
50% more funds holding in top 10
Funds holding in top 10: 4 → 6 (+2)
16% more capital invested
Capital invested by funds: $749M → $872M (+$123M)
8% more funds holding
Funds holding: 122 → 132 (+10)
1.98% more ownership
Funds ownership: 32.4% → 34.38% (+2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$26.4M |
| 2 |
Creative Planning
Overland Park,
Kansas
|
+$19.5M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$12.4M |
| 4 |
MAA
Managed Account Advisors
Jersey City,
New Jersey
|
+$8.56M |
| 5 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$5.11M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$37.2M |
| 2 |
LPL Financial
San Diego,
California
|
-$3.64M |
| 3 |
FAAS
First Allied Advisory Services
San Diego,
California
|
-$3.28M |
| 4 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$2.74M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$2.16M |
VDE Hedge Fund Activity: Q4 2013 in Review
132 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in Vanguard Energy ETF (VDE) for Q4 2013, worth a combined $872M — up 16% from $749M a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new VDE positions and 16 closed out — a net gain of 12 holders — while 45 added to existing stakes and 27 trimmed.
The largest buyer was Bank of America, adding an estimated $26.4M. The largest seller was Vanguard Group, cutting an estimated $37.2M.
- 132 institutional investors held Vanguard Energy ETF (VDE) as of Q4 2013, up from 122 in Q3 2013.
- Funds reported $872M of Vanguard Energy ETF stock for Q4 2013, up 16% quarter-over-quarter.
- 28 funds opened new Vanguard Energy ETF positions in Q4 2013 and 16 closed out, a net change of +12 holders.
- The largest Vanguard Energy ETF buyer in Q4 2013 was Bank of America, an estimated $26.4M added.
- The largest Vanguard Energy ETF seller in Q4 2013 was Vanguard Group, an estimated $37.2M sold.
Based on aggregated 13F filings for Q4 2013.