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Vanguard S&P 500 ETF
VOO

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: 720 → 844 (+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: 154 → 178 (+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

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$1.31B
2
BAPIM
British Airways Pensions Investment Management
United Kingdom
+$346M
3
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
+$227M
4
NYLIC
New York Life Insurance Company
New York
+$174M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$141M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$1.11B
2
CI
Clal Insurance
Israel
-$201M
3
RJA
Raymond James & Associates
Florida
-$124M
4
AWM
AE Wealth Management
Kansas
-$73.8M
5
DCM
Dupont Capital Management
Delaware
-$63.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
651
Doyle Wealth Management
Florida
$385K +$88.4K +370 +31%
SC
652
Savant Capital
Illinois
$380K – – –
RE
653
RBC Europe
United Kingdom
$378K +$15.8K +66 +4%
GWM
654
Geneos Wealth Management
Colorado
$372K -$231K -966 -39%
BOS
655
Bingham Osborn & Scarborough
California
$372K – – –
TCM
656
Traynor Capital Management
Pennsylvania
$359K +$350K +1,466 New
Franklin Resources
657
Franklin Resources
California
$357K – – –
GC
658
Grimes & Company
Massachusetts
$357K +$348K +1,455 New
WCM
659
Windham Capital Management
Massachusetts
$349K – – –
RCAG
660
Rehmann Capital Advisory Group
Michigan
$349K +$239 +1 +0.1%
MSAM
661
Moloney Securities Asset Management
Missouri
$346K -$1.2K -5 -0.4%
IAM
662
Integre Asset Management
New York
$339K – – –
MCM
663
McRae Capital Management
New Jersey
$337K – – –
CAG
664
Csenge Advisory Group
Florida
$335K +$326K +1,365 New
PPCM
665
Pillar Pacific Capital Management
California
$331K – – –
WPC
666
Waters Parkerson & Co
Louisiana
$329K -$11.9K -50 -4%
BAM
667
Berkshire Asset Management
Pennsylvania
$327K – – –
Simplex Trading
668
Simplex Trading
Illinois
$323K +$315K +1,318 New
CAM
669
Cidel Asset Management
Ontario, Canada
$320K – – –
FIM
670
Freedom Investment Management
Connecticut
$315K -$13.9K -58 -4%
SG
671
StoneX Group
New York
$315K -$5.74K -24 -2%
1IA
672
1834 Investment Advisors
Wisconsin
$312K +$304K +1,271 New
FTC
673
Farmers Trust Company
Ohio
$310K +$302K +1,262 New
1WA
674
180 Wealth Advisors
Washington
$309K +$301K +1,261 New
BAS
675
Brown Advisory Securities
Maryland
$305K +$19.6K +82 +7%
25 26
27
28 29

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.