Vanguard Real Estate ETF
611 hedge funds and large institutions have $13.4B invested in Vanguard Real Estate ETF in 2014 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 297 increasing their positions, 175 reducing their positions, and 41 closing their positions.
70% more repeat investments, than reductions
Existing positions increased: 297 | Existing positions reduced: 175
2% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 41
0.66% less ownership
Funds ownership: 58.13% → 57.48% (-0.66%)
1% less funds holding
Funds holding: 616 → 611 (-5)
4% less capital invested
Capital invested by funds: $13.9B → $13.4B (-$521M)
1% less funds holding in top 10
Funds holding in top 10: 98 → 97 (-1)
85% less call options, than puts
Call options by funds: $22.6M | Put options by funds: $154M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$67.5M |
| 2 |
Creative Planning
Overland Park,
Kansas
|
+$57M |
| 3 |
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
+$54.3M |
| 4 |
State Street
Boston,
Massachusetts
|
+$50.6M |
| 5 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$42.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$228M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$84.7M |
| 3 |
WIM
Windhaven Investment Management
Boston,
Massachusetts
|
-$36.6M |
| 4 |
KAH
Kathryn A. Hall
|
-$18.8M |
| 5 |
HS
HighVista Strategies
Boston,
Massachusetts
|
-$18.5M |
VNQ Hedge Fund Activity: Q3 2014 in Review
611 of the 3,455 institutional investors tracked by Wall St. Rank reported a position in Vanguard Real Estate ETF (VNQ) for Q3 2014, worth a combined $13.4B — down 3.8% from $13.9B a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new VNQ positions and 41 closed out — a net gain of 1 holder — while 297 added to existing stakes and 175 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $67.5M. The largest seller was Goldman Sachs, cutting an estimated $228M.
- 611 institutional investors held Vanguard Real Estate ETF (VNQ) as of Q3 2014, down from 616 in Q2 2014.
- Funds reported $13.4B of Vanguard Real Estate ETF stock for Q3 2014, down 3.8% quarter-over-quarter.
- 42 funds opened new Vanguard Real Estate ETF positions in Q3 2014 and 41 closed out, a net change of +1 holder.
- The largest Vanguard Real Estate ETF buyer in Q3 2014 was Morgan Stanley, an estimated $67.5M added.
- The largest Vanguard Real Estate ETF seller in Q3 2014 was Goldman Sachs, an estimated $228M sold.
Based on aggregated 13F filings for Q3 2014.