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Vanguard Real Estate ETF
VNQ

478 hedge funds and large institutions have $8.89B invested in Vanguard Real Estate ETF in 2013 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 230 increasing their positions, 147 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 147

38% more call options, than puts

Call options by funds: $17.6M | Put options by funds: $12.8M

17% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 46

1.96% more ownership

Funds ownership: 52.82% → 54.78% (+2%)

1% more funds holding

Funds holding: 475 → 478 (+3)

0% more funds holding in top 10

Funds holding in top 10: 72 → 72 (0)

52% less capital invested

Capital invested by funds: $18.4B → $8.89B (-$9.49B)

Holders
478
Holders Change
+3
Holders Change %
+0.63%
% of All Funds
15.5%
Holding in Top 10
72
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
2.33%
New
54
Increased
230
Reduced
147
Closed
46
Calls
$17.6M
Puts
$12.8M
Net Calls
+$4.82M
Net Calls Change
-$6.89M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$151M
2
Bank of America
Bank of America
North Carolina
+$146M
3
HS
HighVista Strategies
Massachusetts
+$68.6M
4
Wells Fargo
Wells Fargo
California
+$68.3M
5
EFS
Edelman Financial Services
Virginia
+$39.9M

Top Sellers

1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$185M
2
JP Morgan Chase
JP Morgan Chase
New York
-$160M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$87.2M
4
CS
Credit Suisse
Switzerland
-$68.3M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$40.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
1
Wells Fargo
California
$1.99B +$68.3M +1,004,455 +3%
Bank of America
2
Bank of America
North Carolina
$1.57B +$146M +2,144,305 +10%
Morgan Stanley
3
Morgan Stanley
New York
$574M -$14.6M -214,341 -2%
EFS
4
Edelman Financial Services
Virginia
$464M +$39.9M +587,351 +9%
Fifth Third Bancorp
5
Fifth Third Bancorp
Ohio
$230M +$2.79M +41,065 +1%
JP Morgan Chase
6
JP Morgan Chase
New York
$227M -$160M -2,350,191 -41%
Goldman Sachs
7
Goldman Sachs
New York
$211M +$151M +2,229,131 +232%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$195M +$2.93M +43,056 +1%
Creative Planning
9
Creative Planning
Kansas
$156M +$18.1M +266,121 +13%
State Street
10
State Street
Massachusetts
$141M +$34.4M +505,507 +31%
Vanguard Group
11
Vanguard Group
Pennsylvania
$94.5M +$4.44M +65,378 +5%
U
12
UBS
Switzerland
$92M +$986K +14,507 +1%
SLF
13
Sun Life Financial
Ontario, Canada
$79.5M -$830K -12,219 -1%
LPL Financial
14
LPL Financial
California
$71.9M -$6.57M -96,698 -8%
EU
15
Emory University
Georgia
$68.1M – – –
CC
16
Curian Capital
Colorado
$67.5M -$272K -4,002 -0.4%
HS
17
HighVista Strategies
Massachusetts
$67.1M +$68.6M +1,009,806 +20,804%
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$64M -$425K -6,247 -0.6%
GC
19
Gibson Capital
Pennsylvania
$57.2M +$1.14M +16,726 +2%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$56.1M +$7.46M +109,771 +15%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$51.6M +$26.9M +395,408 +103%
Ameriprise
22
Ameriprise
Minnesota
$45.7M -$5.74M -84,502 -11%
RCM
23
Riverhead Capital Management
Delaware
$45.6M – – –
TI
24
Truepoint Inc
Ohio
$44.4M +$1.5M +22,033 +3%
TCT
25
TIAA CREF Trust
Missouri
$44.1M +$182K +2,681 +0.4%
1
2 3 4 5

VNQ Hedge Fund Activity: Q3 2013 in Review

478 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Vanguard Real Estate ETF (VNQ) for Q3 2013, worth a combined $8.89B — down 52% from $18.4B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new VNQ positions and 46 closed out — a net gain of 8 holders — while 230 added to existing stakes and 147 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $151M. The largest seller was Schroder Investment Management Group, cutting an estimated $185M.

  • 478 institutional investors held Vanguard Real Estate ETF (VNQ) as of Q3 2013, up from 475 in Q2 2013.
  • Funds reported $8.89B of Vanguard Real Estate ETF stock for Q3 2013, down 52% quarter-over-quarter.
  • 54 funds opened new Vanguard Real Estate ETF positions in Q3 2013 and 46 closed out, a net change of +8 holders.
  • The largest Vanguard Real Estate ETF buyer in Q3 2013 was Goldman Sachs, an estimated $151M added.
  • The largest Vanguard Real Estate ETF seller in Q3 2013 was Schroder Investment Management Group, an estimated $185M sold.

Based on aggregated 13F filings for Q3 2013.