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Vanguard Real Estate ETF
VNQ

544 hedge funds and large institutions have $9.94B invested in Vanguard Real Estate ETF in 2013 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 240 increasing their positions, 143 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

194% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 36

68% more repeat investments, than reductions

Existing positions increased: 240 | Existing positions reduced: 143

14% more funds holding

Funds holding: 478 → 544 (+66)

12% more capital invested

Capital invested by funds: $8.89B → $9.94B (+$1.05B)

3% more funds holding in top 10

Funds holding in top 10: 72 → 74 (+2)

1.98% more ownership

Funds ownership: 54.78% → 56.75% (+2%)

14% less call options, than puts

Call options by funds: $11.2M | Put options by funds: $12.9M

Holders
544
Holders Change
+66
Holders Change %
+13.81%
% of All Funds
15.79%
Holding in Top 10
74
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.78%
% of All Funds
2.15%
New
106
Increased
240
Reduced
143
Closed
36
Calls
$11.2M
Puts
$12.9M
Net Calls
-$1.77M
Net Calls Change
-$6.6M

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
+$199M
2
Bank of America
Bank of America
North Carolina
+$148M
3
Wells Fargo
Wells Fargo
California
+$86.2M
4
EFS
Edelman Financial Services
Virginia
+$39M
5
U
UBS
Switzerland
+$37M

Top Sellers

1
WIM
Windhaven Investment Management
Massachusetts
-$166M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$36.8M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$35M
4
Rafferty Asset Management
Rafferty Asset Management
New York
-$30.7M
5
RMPT
Raytheon Master Pension Trust
Massachusetts
-$28.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
BTS
26
BB&T Securities
Virginia
$53M +$2.98M +44,530 +119%
Ameriprise
27
Ameriprise
Minnesota
$52.1M +$7.74M +115,748 +17%
FWP
28
FAS Wealth Partners
Kansas
$51.3M +$57.8M +863,481 New
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$51M +$20.5M +307,173 +64%
TI
30
Truepoint Inc
Ohio
$46.5M +$3.26M +48,699 +7%
TCT
31
TIAA CREF Trust
Missouri
$45.3M +$2.33M +34,831 +5%
WCM
32
Windham Capital Management
Massachusetts
$44.7M +$18.7M +279,278 +68%
RCM
33
Riverhead Capital Management
Delaware
$44.5M – – –
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$41.9M +$5.87M +87,822 +16%
LC
35
Lourd Capital
California
$38.4M +$5.46M +81,578 +16%
PS
36
Portfolio Solutions
Michigan
$38.1M +$1.33M +19,931 +3%
APCM
37
Alaska Permanent Capital Management
Alaska
$36.9M -$2.02M -30,228 -5%
TAIM
38
TD Ameritrade Investment Management
Nebraska
$34.4M +$2.89M +43,138 +9%
BFPW
39
BOK Financial Private Wealth
Colorado
$33.5M +$2.65M +39,678 +8%
BIT
40
BlackRock Institutional Trust
California
$31.9M +$14.2M +212,391 +76%
CIM
41
Confluence Investment Management
Missouri
$30.5M -$2.67M -39,906 -8%
Barclays
42
Barclays
United Kingdom
$30.3M -$6.26M -93,551 -17%
SCM
43
SCS Capital Management
Massachusetts
$29.3M +$7.4M +110,707 +32%
VCP
44
Vista Capital Partners
Oregon
$28.4M +$1.52M +22,704 +5%
QI
45
QS Investors
New York
$28M +$16.6M +248,604 +134%
Prudential Financial
46
Prudential Financial
New Jersey
$27.9M +$3.38M +50,500 +13%
BJ
47
Brouwer & Janachowski
California
$26.1M +$27M +403,626 New
ONB
48
Old National Bancorp
Indiana
$24.5M -$268K -4,002 -1%
CBT
49
Central Bank & Trust
Kentucky
$23.8M +$3.39M +50,660 +16%
HTC
50
Haverford Trust Company
Pennsylvania
$22.3M +$23.1M +345,422 New
1
2
3 4 5

VNQ Hedge Fund Activity: Q4 2013 in Review

544 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Vanguard Real Estate ETF (VNQ) for Q4 2013, worth a combined $9.94B — up 12% from $8.89B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new VNQ positions and 36 closed out — a net gain of 70 holders — while 240 added to existing stakes and 143 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $199M. The largest seller was Windhaven Investment Management, cutting an estimated $166M.

  • 544 institutional investors held Vanguard Real Estate ETF (VNQ) as of Q4 2013, up from 478 in Q3 2013.
  • Funds reported $9.94B of Vanguard Real Estate ETF stock for Q4 2013, up 12% quarter-over-quarter.
  • 106 funds opened new Vanguard Real Estate ETF positions in Q4 2013 and 36 closed out, a net change of +70 holders.
  • The largest Vanguard Real Estate ETF buyer in Q4 2013 was AllianceBernstein, an estimated $199M added.
  • The largest Vanguard Real Estate ETF seller in Q4 2013 was Windhaven Investment Management, an estimated $166M sold.

Based on aggregated 13F filings for Q4 2013.