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Vanguard Real Estate ETF

769 hedge funds and large institutions have $15.4B invested in Vanguard Real Estate ETF in 2015 Q4 according to their latest regulatory filings, with 118 funds opening new positions, 324 increasing their positions, 236 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

181% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 42

37% more repeat investments, than reductions

Existing positions increased: 324 | Existing positions reduced: 236

22% more funds holding in top 10

Funds holding in top 10: 98120 (+22)

16% more capital invested

Capital invested by funds: $13.3B → $15.4B (+$2.11B)

10% more funds holding

Funds holding: 701769 (+68)

1.49% more ownership

Funds ownership: 54.39%55.88% (+1.5%)

93% less call options, than puts

Call options by funds: $25.3M | Put options by funds: $384M

Holders
769
Holders Change
+68
Holders Change %
+9.7%
% of All Funds
20.17%
Holding in Top 10
120
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+22.45%
% of All Funds
3.15%
New
118
Increased
324
Reduced
236
Closed
42
Calls
$25.3M
Puts
$384M
Net Calls
-$358M
Net Calls Change
-$241M
Name Holding Trade Value Shares
Change
Change in
Stake
MAM
726
Mizuho Asset Management
Japan
$43K -$6.57K -83 -13%
SIG
727
Stanford Investment Group
California
$40K
TG
728
TLP Group
Illinois
$40K +$39.6K +500 New
ATC
729
Adirondack Trust Company
New York
$38K
EDRE
730
Edmond de Rothschild (Europe)
Luxembourg
$36K
MDCM
731
Morgan Dempsey Capital Management
Wisconsin
$36K +$36K +455 New
RFA
732
Reilly Financial Advisors
California
$35K +$26.8K +338 +345%
BAM
733
Barrett Asset Management
New York
$32K
WOC
734
West Oak Capital
California
$31.9K
AIC
735
Ayalon Insurance Company
Israel
$31K
WEC
736
Winslow Evans & Crocker
Massachusetts
$30.6K -$30.4K -384 -50%
AA
737
Apriem Advisors
California
$29K +$396 +5 +1%
DOA
738
D'Orazio & Associates
Virginia
$28K +$27.3K +345 New
FAM
739
Formidable Asset Management
Ohio
$27K
DIA
740
Davidson Investment Advisors
Montana
$27K +$27.7K +350 New
MWP
741
MYCIO Wealth Partners
Pennsylvania
$21K +$158 +2 +0.8%
VNA
742
Valley National Advisers
Pennsylvania
$20K +$6.09K +77 +46%
OSNBOA
743
Old Second National Bank of Aurora
Illinois
$19K
EWM
744
Edge Wealth Management
New York
$17K -$27.7K -350 -62%
EWM
745
Endurance Wealth Management
Rhode Island
$17K
KT
746
Kanaly Trust
Texas
$15K
CFG
747
Citizens Financial Group
Rhode Island
$15K +$14.8K +187 New
RFWA
748
RPg Family Wealth Advisory
Massachusetts
$14.1K +$14K +177 New
AP
749
Atwood & Palmer
Missouri
$14K
PSC
750
Prentiss Smith & Co
Vermont
$14K

VNQ Hedge Fund Activity: Q4 2015 in Review

769 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Vanguard Real Estate ETF (VNQ) for Q4 2015, worth a combined $15.4B — up 16% from $13.3B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new VNQ positions and 42 closed out — a net gain of 76 holders — while 324 added to existing stakes and 236 trimmed.

The largest buyer was Wells Fargo, adding an estimated $242M. The largest seller was Goldman Sachs, cutting an estimated $58.8M.

  • 769 institutional investors held Vanguard Real Estate ETF (VNQ) as of Q4 2015, up from 701 in Q3 2015.
  • Funds reported $15.4B of Vanguard Real Estate ETF stock for Q4 2015, up 16% quarter-over-quarter.
  • 118 funds opened new Vanguard Real Estate ETF positions in Q4 2015 and 42 closed out, a net change of +76 holders.
  • The largest Vanguard Real Estate ETF buyer in Q4 2015 was Wells Fargo, an estimated $242M added.
  • The largest Vanguard Real Estate ETF seller in Q4 2015 was Goldman Sachs, an estimated $58.8M sold.

Based on aggregated 13F filings for Q4 2015.