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Vanguard Real Estate ETF
VNQ

615 hedge funds and large institutions have $14B invested in Vanguard Real Estate ETF in 2014 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 315 increasing their positions, 157 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

139% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 23

101% more repeat investments, than reductions

Existing positions increased: 315 | Existing positions reduced: 157

15% more capital invested

Capital invested by funds: $12.1B → $14B (+$1.85B)

5% more funds holding in top 10

Funds holding in top 10: 93 → 98 (+5)

5% more funds holding

Funds holding: 587 → 615 (+28)

0.69% more ownership

Funds ownership: 57.44% → 58.13% (+0.69%)

17% less call options, than puts

Call options by funds: $14.3M | Put options by funds: $17.1M

Holders
615
Holders Change
+28
Holders Change %
+4.77%
% of All Funds
17.68%
Holding in Top 10
98
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+5.38%
% of All Funds
2.82%
New
55
Increased
315
Reduced
157
Closed
23
Calls
$14.3M
Puts
$17.1M
Net Calls
-$2.84M
Net Calls Change
-$23M

Top Buyers

1
WIM
Windhaven Investment Management
Massachusetts
+$553M
2
Bank of America
Bank of America
North Carolina
+$105M
3
Goldman Sachs
Goldman Sachs
New York
+$64M
4
KAH
Kathryn A. Hall
+$56M
5
Morgan Stanley
Morgan Stanley
New York
+$52.2M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
-$149M
2
HS
HighVista Strategies
Massachusetts
-$34.6M
3
TAIM
TD Ameritrade Investment Management
Nebraska
-$33.8M
4
FWP
FAS Wealth Partners
Kansas
-$28.3M
5
Deutsche Bank
Deutsche Bank
Germany
-$25.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
WB
326
WesBanco Bank
West Virginia
$1.25M -$155K -2,105 -11%
PAS
327
Partnervest Advisory Services
California
$1.23M -$12.2K -166 -1%
Millennium Management
328
Millennium Management
New York
$1.23M -$1.97M -26,782 -62%
B
329
Bailard
California
$1.22M +$254K +3,450 +27%
BFA
330
Bragg Financial Advisors
North Carolina
$1.18M +$253K +3,440 +28%
KFA
331
Kelleher Financial Advisors
New York
$1.17M +$25.4K +345 +2%
AWP
332
Ascent Wealth Partners
New York
$1.17M +$163K +2,215 +16%
GI
333
Glovista Investments
New Jersey
$1.15M +$173K +2,350 +18%
ST
334
Sabal Trust
Florida
$1.15M -$9.93K -135 -0.9%
FIMS
335
FBL Investment Management Services
Iowa
$1.15M -$412K -5,600 -27%
IC
336
Iconiq Capital
California
$1.14M +$475K +6,461 +74%
WTB
337
Washington Trust Bank
Washington
$1.13M +$166K +2,253 +18%
RJT
338
Raymond James Trust
Florida
$1.12M +$203K +2,763 +23%
ZF
339
Zhang Financial
Michigan
$1.11M +$226K +3,074 +26%
MBT
340
Montecito Bank & Trust
California
$1.1M -$12.9K -176 -1%
TH
341
Timber Hill
Connecticut
$1.09M +$1.07M +14,608 New
SI
342
SII Investments
Wisconsin
$1.06M +$230K +3,126 +28%
CWM
343
Concert Wealth Management
California
$1.03M +$49.1K +668 +5%
CB
344
Chemical Bank
Michigan
$1.03M +$34.2K +465 +4%
WTIM
345
Wilmington Trust Investment Management
Delaware
$1.02M -$394K -5,360 -28%
BFS
346
Bradley Foster & Sargent
Connecticut
$985K +$50.4K +685 +5%
NAMP
347
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$985K +$130K +1,765 +15%
FFBTD
348
First Financial Bank - Trust Division
Ohio
$983K +$187K +2,544 +24%
AMG
349
Asset Management Group
Connecticut
$974K +$209K +2,849 +28%
N
350
Nuveen
North Carolina
$947K -$262K -3,559 -22%
12 13
14
15 16

VNQ Hedge Fund Activity: Q2 2014 in Review

615 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Vanguard Real Estate ETF (VNQ) for Q2 2014, worth a combined $14B — up 15% from $12.1B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new VNQ positions and 23 closed out — a net gain of 32 holders — while 315 added to existing stakes and 157 trimmed.

The largest buyer was Windhaven Investment Management, adding an estimated $553M. The largest seller was AllianceBernstein, cutting an estimated $149M.

  • 615 institutional investors held Vanguard Real Estate ETF (VNQ) as of Q2 2014, up from 587 in Q1 2014.
  • Funds reported $14B of Vanguard Real Estate ETF stock for Q2 2014, up 15% quarter-over-quarter.
  • 55 funds opened new Vanguard Real Estate ETF positions in Q2 2014 and 23 closed out, a net change of +32 holders.
  • The largest Vanguard Real Estate ETF buyer in Q2 2014 was Windhaven Investment Management, an estimated $553M added.
  • The largest Vanguard Real Estate ETF seller in Q2 2014 was AllianceBernstein, an estimated $149M sold.

Based on aggregated 13F filings for Q2 2014.