Vanguard Real Estate ETF
905 hedge funds and large institutions have $18.3B invested in Vanguard Real Estate ETF in 2016 Q4 according to their latest regulatory filings, with 131 funds opening new positions, 373 increasing their positions, 319 reducing their positions, and 64 closing their positions.
105% more first-time investments, than exits
New positions opened: 131 | Existing positions closed: 64
17% more repeat investments, than reductions
Existing positions increased: 373 | Existing positions reduced: 319
6% more funds holding
Funds holding: 851 → 905 (+54)
2.23% more ownership
Funds ownership: 54.17% → 56.41% (+2.2%)
3% less capital invested
Capital invested by funds: $18.9B → $18.3B (-$617M)
2% less funds holding in top 10
Funds holding in top 10: 137 → 134 (-3)
46% less call options, than puts
Call options by funds: $181M | Put options by funds: $335M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IRF
IBM Retirement Fund
Armonk,
New York
|
+$269M |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$263M |
| 3 |
JP Morgan Chase
New York
|
+$85.2M |
| 4 |
MTWSIF
Mivtachim The Workers Social Insurance Fund
Tel Aviv,
Israel
|
+$70.4M |
| 5 |
EFS
Edelman Financial Services
Fairfax,
Virginia
|
+$57.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WIM
Windhaven Investment Management
Boston,
Massachusetts
|
-$478M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$172M |
| 3 |
SLF
Sun Life Financial
Toronto,
Ontario, Canada
|
-$81.4M |
| 4 |
Allianz Asset Management
Munich,
Germany
|
-$70.5M |
| 5 |
State Street
Boston,
Massachusetts
|
-$61.6M |
VNQ Hedge Fund Activity: Q4 2016 in Review
905 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in Vanguard Real Estate ETF (VNQ) for Q4 2016, worth a combined $18.3B — down 3.3% from $18.9B a quarter earlier.
Buyers outnumbered sellers: 131 funds opened new VNQ positions and 64 closed out — a net gain of 67 holders — while 373 added to existing stakes and 319 trimmed.
The largest buyer was IBM Retirement Fund, opening a new position worth an estimated $269M. The largest seller was Windhaven Investment Management, exiting entirely with an estimated $478M sold.
- 905 institutional investors held Vanguard Real Estate ETF (VNQ) as of Q4 2016, up from 851 in Q3 2016.
- Funds reported $18.3B of Vanguard Real Estate ETF stock for Q4 2016, down 3.3% quarter-over-quarter.
- 131 funds opened new Vanguard Real Estate ETF positions in Q4 2016 and 64 closed out, a net change of +67 holders.
- The largest Vanguard Real Estate ETF buyer in Q4 2016 was IBM Retirement Fund, an estimated $269M added.
- The largest Vanguard Real Estate ETF seller in Q4 2016 was Windhaven Investment Management, an estimated $478M sold.
Based on aggregated 13F filings for Q4 2016.