Vanguard Real Estate ETF
719 hedge funds and large institutions have $15.6B invested in Vanguard Real Estate ETF in 2014 Q4 according to their latest regulatory filings, with 140 funds opening new positions, 322 increasing their positions, 176 reducing their positions, and 21 closing their positions.
567% more first-time investments, than exits
New positions opened: 140 | Existing positions closed: 21
83% more repeat investments, than reductions
Existing positions increased: 322 | Existing positions reduced: 176
27% more funds holding in top 10
Funds holding in top 10: 97 → 123 (+26)
18% more funds holding
Funds holding: 611 → 719 (+108)
17% more capital invested
Capital invested by funds: $13.4B → $15.6B (+$2.24B)
0.1% more ownership
Funds ownership: 57.48% → 57.58% (+0.1%)
87% less call options, than puts
Call options by funds: $16.7M | Put options by funds: $127M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$86.8M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$75.5M |
| 3 |
Creative Planning
Overland Park,
Kansas
|
+$54M |
| 4 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$51M |
| 5 |
Citigroup
New York
|
+$38.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$256M |
| 2 |
WIM
Windhaven Investment Management
Boston,
Massachusetts
|
-$114M |
| 3 |
BNP Paribas Financial Markets
Paris,
France
|
-$70.1M |
| 4 |
Morgan Stanley
New York
|
-$41.9M |
| 5 |
EFS
Edelman Financial Services
Fairfax,
Virginia
|
-$27.4M |
VNQ Hedge Fund Activity: Q4 2014 in Review
719 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in Vanguard Real Estate ETF (VNQ) for Q4 2014, worth a combined $15.6B — up 17% from $13.4B a quarter earlier.
Buyers outnumbered sellers: 140 funds opened new VNQ positions and 21 closed out — a net gain of 119 holders — while 322 added to existing stakes and 176 trimmed.
The largest buyer was Wells Fargo, adding an estimated $86.8M. The largest seller was JP Morgan Chase, cutting an estimated $256M.
- 719 institutional investors held Vanguard Real Estate ETF (VNQ) as of Q4 2014, up from 611 in Q3 2014.
- Funds reported $15.6B of Vanguard Real Estate ETF stock for Q4 2014, up 17% quarter-over-quarter.
- 140 funds opened new Vanguard Real Estate ETF positions in Q4 2014 and 21 closed out, a net change of +119 holders.
- The largest Vanguard Real Estate ETF buyer in Q4 2014 was Wells Fargo, an estimated $86.8M added.
- The largest Vanguard Real Estate ETF seller in Q4 2014 was JP Morgan Chase, an estimated $256M sold.
Based on aggregated 13F filings for Q4 2014.