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Vanguard S&P 500 ETF
VOO

271 hedge funds and large institutions have $8.55B invested in Vanguard S&P 500 ETF in 2014 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 140 increasing their positions, 47 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

198% more repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 47

115% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 20

36% more funds holding in top 10

Funds holding in top 10: 33 → 45 (+12)

11% more capital invested

Capital invested by funds: $7.67B → $8.55B (+$880M)

8% more funds holding

Funds holding: 250 → 271 (+21)

0.24% less ownership

Funds ownership: 39.61% → 39.37% (-0.24%)

34% less call options, than puts

Call options by funds: $20.6M | Put options by funds: $31M

Holders
271
Holders Change
+21
Holders Change %
+8.4%
% of All Funds
7.86%
Holding in Top 10
45
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+36.36%
% of All Funds
1.31%
New
43
Increased
140
Reduced
47
Closed
20
Calls
$20.6M
Puts
$31M
Net Calls
-$10.4M
Net Calls Change
-$9.91M

Top Buyers

1
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
+$357M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$101M
3
PPFA
Provida Pension Fund Administrator
Chile
+$81.2M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$80.2M
5
NLI
Nippon Life Insurance
Japan
+$57M

Top Sellers

1
AUIM
Aegon USA Investment Management
Iowa
-$205M
2
Goldman Sachs
Goldman Sachs
New York
-$177M
3
AWA
AmeriServ Wealth Advisors
Pennsylvania
-$19.6M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$16.5M
5
WCM
Weatherstone Capital Management
Colorado
-$13.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
APFBOT
276
Amica Pension Fund Board of Trustees
Rhode Island
– -$4.37M -24,353 Closed
ARMT
277
Amica Retiree Medical Trust
Rhode Island
– -$1.45M -8,060 Closed
Connor, Clark & Lunn Investment Management (CC&L)
278
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$1.43M -7,492 Closed
FNFDCM
279
Folger Nolan Fleming Douglas Capital Management
District of Columbia
– -$976K -5,437 Closed
Lazard Asset Management
280
Lazard Asset Management
New York
– -$959K -5,345 Closed
GI
281
Glovista Investments
New Jersey
– -$709K -3,950 Closed
PVWM
282
Point View Wealth Management
New Jersey
– -$666K -3,714 Closed
NEAM
283
New England Asset Management
Connecticut
– -$610K -3,400 Closed
TAM
284
Tocqueville Asset Management
New York
– -$597K -3,325 Closed
TRCT
285
Tower Research Capital (TRC)
New York
– -$544K -3,031 Closed
Citadel Advisors
286
Citadel Advisors
Florida
– -$327K -1,806 Closed
MGIA
287
Moneta Group Investment Advisors
Missouri
– -$273K -1,520 Closed
BSW
288
Buckingham Strategic Wealth
Missouri
– -$262K -1,462 Closed
AA
289
Alesco Advisors
New York
– -$260K -1,450 Closed
AA
290
Apriem Advisors
California
– -$83K -463 Closed
BRWA
291
B. Riley Wealth Advisors
Florida
– -$33.7K -188 Closed
PAS
292
Partnervest Advisory Services
California
– -$19K -103 Closed
8 9 10 11
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VOO Hedge Fund Activity: Q3 2014 in Review

271 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 ETF (VOO) for Q3 2014, worth a combined $8.55B — up 11% from $7.67B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new VOO positions and 20 closed out — a net gain of 23 holders — while 140 added to existing stakes and 47 trimmed.

The largest buyer was National Mutual Insurance Federation of Agricultural Cooperatives, adding an estimated $357M. The largest seller was Aegon USA Investment Management, cutting an estimated $205M.

  • 271 institutional investors held Vanguard S&P 500 ETF (VOO) as of Q3 2014, up from 250 in Q2 2014.
  • Funds reported $8.55B of Vanguard S&P 500 ETF stock for Q3 2014, up 11% quarter-over-quarter.
  • 43 funds opened new Vanguard S&P 500 ETF positions in Q3 2014 and 20 closed out, a net change of +23 holders.
  • The largest Vanguard S&P 500 ETF buyer in Q3 2014 was National Mutual Insurance Federation of Agricultural Cooperatives, an estimated $357M added.
  • The largest Vanguard S&P 500 ETF seller in Q3 2014 was Aegon USA Investment Management, an estimated $205M sold.

Based on aggregated 13F filings for Q3 2014.