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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
AL
151
Aspiriant LLC
California
$4.76M +$3.98M +59,489 +419%
Nomura Asset Management
152
Nomura Asset Management
Japan
$4.73M +$4.5M +67,330 +1,122%
BNP Paribas Financial Markets
153
BNP Paribas Financial Markets
France
$4.57M -$36.8M -549,730 -89%
Kayne Anderson Rudnick Investment Management
154
Kayne Anderson Rudnick Investment Management
California
$4.55M -$112K -1,671 -2%
TRCT
155
Tower Research Capital (TRC)
New York
$4.52M +$3.75M +56,081 +403%
BFG
156
Bouchey Financial Group
New York
$4.51M +$4.48M +67,017 New
AIG
157
American International Group
New York
$4.44M +$130K +1,942 +3%
MCM
158
Maryland Capital Management
Maryland
$4.36M +$194K +2,900 +4%
CAL
159
Capital Analysts LLC
Pennsylvania
$4.09M +$135K +2,015 +3%
MC
160
Miles Capital
Iowa
$4.04M +$143K +2,132 +4%
RH
161
Rayner & Haynor
California
$3.97M +$4.11M +61,475 New
HPBT
162
High Point Bank & Trust
North Carolina
$3.94M +$70.8K +1,058 +2%
FIMS
163
FBL Investment Management Services
Iowa
$3.91M – – –
CPO
164
Cerity Partners OCIO
New York
$3.76M +$915K +13,688 +31%
RMC
165
Regis Management Company
California
$3.75M -$1.16M -17,325 -23%
WTNA
166
Wilmington Trust National Association
Delaware
$3.69M +$413K +6,180 +12%
HRIA
167
Haberer Registered Investment Advisor
Ohio
$3.69M -$930K -13,910 -20%
M&T Bank
168
M&T Bank
New York
$3.69M -$96.3K -1,440 -2%
FAAS
169
First Allied Advisory Services
California
$3.63M -$9.59M -143,454 -72%
RW
170
Rand Wealth
Maryland
$3.59M +$403K +6,029 +12%
ST
171
Smithfield Trust
Pennsylvania
$3.57M +$265K +3,958 +8%
LWA
172
Lenox Wealth Advisors
New York
$3.56M -$2.9M -43,399 -44%
FHA
173
First Horizon Advisors
Tennessee
$3.48M +$85.1K +1,273 +2%
V
174
Veritable
Delaware
$3.35M +$459K +6,865 +15%
Fidelity Investments
175
Fidelity Investments
Massachusetts
$3.33M -$1.14M -16,982 -25%
5 6
7
8 9

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.