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Vanguard Real Estate ETF
VNQ

478 hedge funds and large institutions have $8.89B invested in Vanguard Real Estate ETF in 2013 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 230 increasing their positions, 147 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 147

38% more call options, than puts

Call options by funds: $17.6M | Put options by funds: $12.8M

17% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 46

1.96% more ownership

Funds ownership: 52.82% → 54.78% (+2%)

1% more funds holding

Funds holding: 475 → 478 (+3)

0% more funds holding in top 10

Funds holding in top 10: 72 → 72 (0)

52% less capital invested

Capital invested by funds: $18.4B → $8.89B (-$9.49B)

Holders
478
Holders Change
+3
Holders Change %
+0.63%
% of All Funds
15.5%
Holding in Top 10
72
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
2.33%
New
54
Increased
230
Reduced
147
Closed
46
Calls
$17.6M
Puts
$12.8M
Net Calls
+$4.82M
Net Calls Change
-$6.89M

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$151M
2
Bank of America
Bank of America
North Carolina
+$146M
3
HS
HighVista Strategies
Massachusetts
+$68.6M
4
Wells Fargo
Wells Fargo
California
+$68.3M
5
EFS
Edelman Financial Services
Virginia
+$39.9M

Top Sellers

Rank Fund Capital Flow
1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$185M
2
JP Morgan Chase
JP Morgan Chase
New York
-$160M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$87.2M
4
CS
Credit Suisse
Switzerland
-$68.3M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$40.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
476
Solaris Asset Management
New York
$5K – – –
PFO
477
Pathstone Family Office
New Jersey
$4K – – –
S
478
SignatureFD
Georgia
$4K +$3.94K +58 New
TAT
479
TD Ameritrade Trust
Colorado
$2K -$1.02M -14,983 -100%
WCM
480
Wealthcare Capital Management
Virginia
$2K – – –
CP
481
Corbenic Partners
Pennsylvania
$1K +$1.09K +16 New
HTC
482
Haverford Trust Company
Pennsylvania
– -$21.9M -318,438 Closed
SG Americas Securities
483
SG Americas Securities
New York
– -$7.1M -103,300 Closed
Lazard Asset Management
484
Lazard Asset Management
New York
– -$6.76M -98,409 Closed
AUIM
485
Aegon USA Investment Management
Iowa
– -$6.57M -95,634 Closed
LG
486
Leuthold Group
Minnesota
– -$4.65M -67,610 Closed
BII
487
Bainco International Investors
Massachusetts
– -$3.7M -53,895 Closed
CFA
488
Camarda Financial Advisors
Florida
– -$3.63M -52,811 Closed
HP
489
HT Partners
Connecticut
– -$3.24M -47,138 Closed
RTS
490
Round Table Services
New Jersey
– -$2.93M -42,700 Closed
IAS
491
IMA Advisory Services
Colorado
– -$2.47M -35,985 Closed
FMBTD
492
First Midwest Bank Trust Division
Illinois
– -$2.35M -34,207 Closed
VF
493
Virtu Financial
New York
– -$1.99M -28,883 Closed
BWM
494
Braver Wealth Management
Massachusetts
– -$1.85M -26,899 Closed
WCM
495
Weatherstone Capital Management
Colorado
– -$1.73M -24,947 Closed
SCM
496
Stevens Capital Management
Pennsylvania
– -$1.35M -19,700 Closed
YIA
497
YHB Investment Advisors
Connecticut
– -$1.06M -15,490 Closed
WA
498
WESPAC Advisors
California
– -$763K -11,109 Closed
NEAM
499
New England Asset Management
Connecticut
– -$713K -10,375 Closed
PTB
500
Pioneer Trust Bank
Oregon
– -$621K -9,035 Closed
18 19
20
21 22

VNQ Hedge Fund Activity: Q3 2013 in Review

478 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Vanguard Real Estate ETF (VNQ) for Q3 2013, worth a combined $8.89B — down 52% from $18.4B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new VNQ positions and 46 closed out — a net gain of 8 holders — while 230 added to existing stakes and 147 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $151M. The largest seller was Schroder Investment Management Group, cutting an estimated $185M.

  • 478 institutional investors held Vanguard Real Estate ETF (VNQ) as of Q3 2013, up from 475 in Q2 2013.
  • Funds reported $8.89B of Vanguard Real Estate ETF stock for Q3 2013, down 52% quarter-over-quarter.
  • 54 funds opened new Vanguard Real Estate ETF positions in Q3 2013 and 46 closed out, a net change of +8 holders.
  • The largest Vanguard Real Estate ETF buyer in Q3 2013 was Goldman Sachs, an estimated $151M added.
  • The largest Vanguard Real Estate ETF seller in Q3 2013 was Schroder Investment Management Group, an estimated $185M sold.

Based on aggregated 13F filings for Q3 2013.