Vanguard Real Estate ETF
730 hedge funds and large institutions have $15.8B invested in Vanguard Real Estate ETF in 2015 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 313 increasing their positions, 259 reducing their positions, and 56 closing their positions.
38% more first-time investments, than exits
New positions opened: 77 | Existing positions closed: 56
21% more repeat investments, than reductions
Existing positions increased: 313 | Existing positions reduced: 259
2% more funds holding
Funds holding: 717 → 730 (+13)
1% more capital invested
Capital invested by funds: $15.6B → $15.8B (+$227M)
2% less funds holding in top 10
Funds holding in top 10: 123 → 121 (-2)
3.11% less ownership
Funds ownership: 57.58% → 54.46% (-3.1%)
92% less call options, than puts
Call options by funds: $50.6M | Put options by funds: $646M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MTWSIF
Mivtachim The Workers Social Insurance Fund
Tel Aviv,
Israel
|
+$122M |
| 2 |
JP Morgan Chase
New York
|
+$63.7M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$58M |
| 4 |
SWA
SFMG Wealth Advisors
Plano,
Texas
|
+$55.4M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$46.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HS
HighVista Strategies
Boston,
Massachusetts
|
-$150M |
| 2 |
WIM
Windhaven Investment Management
Boston,
Massachusetts
|
-$125M |
| 3 |
Morgan Stanley
New York
|
-$98.2M |
| 4 |
Schroder Investment Management Group
London,
United Kingdom
|
-$98.1M |
| 5 |
SGS
Sterling Global Strategies
Carlsbad,
California
|
-$81.7M |
VNQ Hedge Fund Activity: Q1 2015 in Review
730 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Vanguard Real Estate ETF (VNQ) for Q1 2015, worth a combined $15.8B — up 1.5% from $15.6B a quarter earlier.
Buyers outnumbered sellers: 77 funds opened new VNQ positions and 56 closed out — a net gain of 21 holders — while 313 added to existing stakes and 259 trimmed.
The largest buyer was Mivtachim The Workers Social Insurance Fund, adding an estimated $122M. The largest seller was HighVista Strategies, cutting an estimated $150M.
- 730 institutional investors held Vanguard Real Estate ETF (VNQ) as of Q1 2015, up from 717 in Q4 2014.
- Funds reported $15.8B of Vanguard Real Estate ETF stock for Q1 2015, up 1.5% quarter-over-quarter.
- 77 funds opened new Vanguard Real Estate ETF positions in Q1 2015 and 56 closed out, a net change of +21 holders.
- The largest Vanguard Real Estate ETF buyer in Q1 2015 was Mivtachim The Workers Social Insurance Fund, an estimated $122M added.
- The largest Vanguard Real Estate ETF seller in Q1 2015 was HighVista Strategies, an estimated $150M sold.
Based on aggregated 13F filings for Q1 2015.