Vanguard Real Estate ETF
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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
+$199M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$148M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$86.2M |
| 4 |
EFS
Edelman Financial Services
Fairfax,
Virginia
|
+$39M |
| 5 |
U
UBS
Zurich,
Switzerland
|
+$37M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WIM
Windhaven Investment Management
Boston,
Massachusetts
|
-$166M |
| 2 |
BNP Paribas Financial Markets
Paris,
France
|
-$36.8M |
| 3 |
Bank of New York Mellon
New York
|
-$35M |
| 4 |
Rafferty Asset Management
New York
|
-$30.7M |
| 5 |
RMPT
Raytheon Master Pension Trust
Waltham,
Massachusetts
|
-$28.2M |
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.