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Vanguard S&P 500 ETF

844 hedge funds and large institutions have $40.7B invested in Vanguard S&P 500 ETF in 2017 Q4 according to their latest regulatory filings, with 157 funds opening new positions, 315 increasing their positions, 225 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

504% more first-time investments, than exits

New positions opened: 157 | Existing positions closed: 26

40% more repeat investments, than reductions

Existing positions increased: 315 | Existing positions reduced: 225

20% more call options, than puts

Call options by funds: $27M | Put options by funds: $22.5M

17% more funds holding

Funds holding: 720844 (+124)

17% more capital invested

Capital invested by funds: $34.9B → $40.7B (+$5.82B)

16% more funds holding in top 10

Funds holding in top 10: 154178 (+24)

1.63% more ownership

Funds ownership: 47.06%48.69% (+1.6%)

Holders
844
Holders Change
+124
Holders Change %
+17.22%
% of All Funds
19.14%
Holding in Top 10
178
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+15.58%
% of All Funds
4.04%
New
157
Increased
315
Reduced
225
Closed
26
Calls
$27M
Puts
$22.5M
Net Calls
+$4.54M
Net Calls Change
+$6.98M
Name Holding Trade Value Shares
Change
Change in
Stake
CL
226
Choreo LLC
Illinois
$9.59M +$214K +896 +2%
VC
227
Vicus Capital
Pennsylvania
$9.45M -$1.16M -4,873 -11%
PCM
228
Parsons Capital Management
Rhode Island
$9.11M +$478K +1,998 +6%
MFS
229
Monetta Financial Services
Illinois
$9.09M
Millennium Management
230
Millennium Management
New York
$8.79M +$1.95M +8,159 +29%
GC
231
Guggenheim Capital
Illinois
$8.77M -$452K -1,892 -5%
RFC
232
Regions Financial Corp
Alabama
$8.76M -$24.1K -101 -0.3%
NB
233
NBT Bank
New York
$8.68M
DCM
234
Dupont Capital Management
Delaware
$8.53M -$63.6M -265,913 -88%
GWA
235
Guidant Wealth Advisors
Illinois
$8.49M +$180K +754 +2%
NG
236
NatWest Group
United Kingdom
$8.15M +$1.61M +6,754 +25%
VCM
237
Vision Capital Management
Oregon
$8.13M -$1.27M -5,330 -14%
OC
238
Oppenheimer & Co
New York
$8.11M -$104K -434 -1%
BSB
239
Bangor Savings Bank
Maine
$8.04M +$203K +850 +3%
AWA
240
Arete Wealth Advisors
Illinois
$8.02M -$55.9K -234 -0.7%
TF
241
Tompkins Financial
New York
$7.82M +$469K +1,962 +7%
AAM
242
Autus Asset Management
Arizona
$7.78M +$28K +117 +0.4%
PVH
243
Psagot Value Holdings
Israel
$7.63M +$307K +1,283 +4%
MCM
244
Manchester Capital Management
Vermont
$7.62M -$33.2K -139 -0.4%
GA
245
GFS Advisors
Texas
$7.59M
DS
246
DRW Securities
Illinois
$7.48M +$7.29M +30,488 New
WI
247
Wintrust Investments
Illinois
$7.47M -$933K -3,903 -11%
FAIM
248
Financial Advocates Investment Management
Washington
$7.47M +$7.28M +30,441 New
Luther King Capital Management (LKCM)
249
Luther King Capital Management (LKCM)
Texas
$7.42M +$70.7K +296 +1%
WA
250
Waverly Advisors
Alabama
$7.38M +$1.01M +4,243 +16%

VOO Hedge Fund Activity: Q4 2017 in Review

844 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 ETF (VOO) for Q4 2017, worth a combined $40.7B — up 17% from $34.9B a quarter earlier.

Buyers outnumbered sellers: 157 funds opened new VOO positions and 26 closed out — a net gain of 131 holders — while 315 added to existing stakes and 225 trimmed.

The largest buyer was Bank of America, adding an estimated $1.31B. The largest seller was JP Morgan Chase, cutting an estimated $1.11B.

  • 844 institutional investors held Vanguard S&P 500 ETF (VOO) as of Q4 2017, up from 720 in Q3 2017.
  • Funds reported $40.7B of Vanguard S&P 500 ETF stock for Q4 2017, up 17% quarter-over-quarter.
  • 157 funds opened new Vanguard S&P 500 ETF positions in Q4 2017 and 26 closed out, a net change of +131 holders.
  • The largest Vanguard S&P 500 ETF buyer in Q4 2017 was Bank of America, an estimated $1.31B added.
  • The largest Vanguard S&P 500 ETF seller in Q4 2017 was JP Morgan Chase, an estimated $1.11B sold.

Based on aggregated 13F filings for Q4 2017.