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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

Rank Fund Capital Flow
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

Rank Fund Capital Flow
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
SGC
526
South Georgia Capital
Illinois
$15K +$15.7K +235 New
KCPG
527
Kavar Capital Partners Group
Kansas
$14K +$14.8K +221 New
WCMN
528
Westchester Capital Management (Nebraska)
Nebraska
$10K +$10.2K +152 New
CFN
529
Cordasco Financial Network
Florida
$10K +$10.7K +160 New
MWP
530
MYCIO Wealth Partners
Pennsylvania
$9K – – –
ARMC
531
American Research & Management Company
Massachusetts
$7K – – –
EWM
532
Edge Wealth Management
New York
$7K – – –
HI
533
Hudock Inc
Pennsylvania
$7K – – –
FA
534
Financial Advantage
Maryland
$6K +$5.95K +89 New
HCM
535
Highlander Capital Management
New Jersey
$5.17K – – –
HR
536
Howe & Rusling
New York
$4K -$63.5K -950 -94%
PFO
537
Pathstone Family Office
New Jersey
$4K – – –
Parallax Volatility Advisers
538
Parallax Volatility Advisers
California
$3K -$68.4K -1,023 -95%
BBHC
539
Brown Brothers Harriman & Co
New York
$3K +$3.14K +47 New
TAT
540
TD Ameritrade Trust
Colorado
$2K – – –
WCM
541
Wealthcare Capital Management
Virginia
$2K – – –
ECM
542
Exchange Capital Management
Michigan
$2K +$1.6K +24 New
MIM
543
Marco Investment Management
Georgia
$1.64K – – –
CP
544
Corbenic Partners
Pennsylvania
$1K – – –
WTB
545
Washington Trust Bank
Washington
$371 – – –
NDSI
546
Newman Dignan & Sheerar Inc
Rhode Island
$329 +$35.6K +532 +12%
DIA
547
Denver Investment Advisors
Colorado
$323 +$91.6K +1,369 +38%
RMPT
548
Raytheon Master Pension Trust
Massachusetts
– -$28.2M -425,850 Closed
AC
549
Ascend Capital
California
– -$21.3M -322,700 Closed
STMM
550
South Texas Money Management
Texas
– -$16.5M -249,964 Closed
20 21
22
23 24

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.