Vanguard Energy ETF
192 hedge funds and large institutions have $1.4B invested in Vanguard Energy ETF in 2014 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 63 increasing their positions, 41 reducing their positions, and 22 closing their positions.
150% more first-time investments, than exits
New positions opened: 55 | Existing positions closed: 22
54% more repeat investments, than reductions
Existing positions increased: 63 | Existing positions reduced: 41
17% more funds holding
Funds holding: 164 → 192 (+28)
13% more funds holding in top 10
Funds holding in top 10: 8 → 9 (+1)
12% more capital invested
Capital invested by funds: $1.25B → $1.4B (+$149M)
4.47% more ownership
Funds ownership: 38.26% → 42.73% (+4.5%)
54% less call options, than puts
Call options by funds: $2.76M | Put options by funds: $6.01M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
SCS Capital Management
Boston,
Massachusetts
|
+$102M |
| 2 |
MAA
Managed Account Advisors
Jersey City,
New Jersey
|
+$73.9M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$72.5M |
| 4 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$40.6M |
| 5 |
Morgan Stanley
New York
|
+$14.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RBA
Richard Bernstein Advisors
New York
|
-$25.7M |
| 2 |
Creative Planning
Overland Park,
Kansas
|
-$13.1M |
| 3 |
RVP
Relative Value Partners
Northbrook,
Illinois
|
-$10.6M |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$10.2M |
| 5 |
RCS
Retirement Capital Strategies
San Jose,
California
|
-$7.53M |
VDE Hedge Fund Activity: Q4 2014 in Review
192 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in Vanguard Energy ETF (VDE) for Q4 2014, worth a combined $1.4B — up 12% from $1.25B a quarter earlier.
Buyers outnumbered sellers: 55 funds opened new VDE positions and 22 closed out — a net gain of 33 holders — while 63 added to existing stakes and 41 trimmed.
The largest buyer was SCS Capital Management, opening a new position worth an estimated $102M. The largest seller was Richard Bernstein Advisors, exiting entirely with an estimated $25.7M sold.
- 192 institutional investors held Vanguard Energy ETF (VDE) as of Q4 2014, up from 164 in Q3 2014.
- Funds reported $1.4B of Vanguard Energy ETF stock for Q4 2014, up 12% quarter-over-quarter.
- 55 funds opened new Vanguard Energy ETF positions in Q4 2014 and 22 closed out, a net change of +33 holders.
- The largest Vanguard Energy ETF buyer in Q4 2014 was SCS Capital Management, an estimated $102M added.
- The largest Vanguard Energy ETF seller in Q4 2014 was Richard Bernstein Advisors, an estimated $25.7M sold.
Based on aggregated 13F filings for Q4 2014.