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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

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

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
Wells Fargo
1
Wells Fargo
California
$2.02B +$86.2M +1,289,517 +4%
Bank of America
2
Bank of America
North Carolina
$1.68B +$148M +2,218,570 +9%
Morgan Stanley
3
Morgan Stanley
New York
$543M -$18M -268,895 -3%
EFS
4
Edelman Financial Services
Virginia
$491M +$39M +582,605 +8%
WIM
5
Windhaven Investment Management
Massachusetts
$344M -$166M -2,481,630 -32%
Fifth Third Bancorp
6
Fifth Third Bancorp
Ohio
$258M +$35M +523,851 +15%
JP Morgan Chase
7
JP Morgan Chase
New York
$245M +$25.1M +375,260 +11%
Goldman Sachs
8
Goldman Sachs
New York
$236M +$31.3M +467,839 +15%
AllianceBernstein
9
AllianceBernstein
Tennessee
$193M +$199M +2,974,827 +27,200%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$191M +$983K +14,698 +0.5%
Creative Planning
11
Creative Planning
Kansas
$178M +$26.8M +400,952 +17%
MTWSIF
12
Mivtachim The Workers Social Insurance Fund
Israel
$171M +$177M +2,652,704 New
State Street
13
State Street
Massachusetts
$142M +$4.96M +74,096 +3%
U
14
UBS
Switzerland
$125M +$37M +552,580 +40%
Vanguard Group
15
Vanguard Group
Pennsylvania
$92.3M +$62K +927 +0.1%
SLF
16
Sun Life Financial
Ontario, Canada
$76.1M -$1.56M -23,290 -2%
HS
17
HighVista Strategies
Massachusetts
$67.4M +$1.99M +29,764 +3%
EU
18
Emory University
Georgia
$66.5M – – –
Bank of Montreal
19
Bank of Montreal
Ontario, Canada
$63.1M +$667K +9,973 +1%
LPL Financial
20
LPL Financial
California
$60.5M -$8.18M -122,287 -12%
Mariner
21
Mariner
Kansas
$59.1M +$34.8M +520,132 +131%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$58.7M +$4.1M +61,376 +7%
Schroder Investment Management Group
23
Schroder Investment Management Group
United Kingdom
$57.6M +$17.9M +267,171 +43%
CC
24
Curian Capital
Colorado
$56.4M -$9.84M -147,193 -14%
GC
25
Gibson Capital
Pennsylvania
$55.5M -$360K -5,376 -0.6%
1
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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.