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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
TSS
851
Two Sigma Securities
New York
– -$8.23M -35,661 Closed
ST
852
Sabal Trust
Florida
– -$7.62M -33,000 Closed
AI
853
Ariel Investments
Illinois
– -$4.91M -21,290 Closed
ACS
854
Archford Capital Strategies
Illinois
– -$2.13M -9,225 Closed
BMCM
855
Bryn Mawr Capital Management
Pennsylvania
– -$1.96M -8,483 Closed
Legal & General Group
856
Legal & General Group
United Kingdom
– -$1.92M -8,337 Closed
Wolverine Trading
857
Wolverine Trading
Illinois
– -$1.41M -6,107 Closed
AFG
858
American Financial Group
Ohio
– -$1.02M -4,432 Closed
UBV
859
United Bank (Virginia)
Virginia
– -$693K -3,002 Closed
WCF
860
West Coast Financial
California
– -$462K -2,000 Closed
NPC
861
National Planning Corporation
California
– -$458K -1,983 Closed
TA
862
Tiedemann Advisors
New York
– -$411K -1,784 Closed
Verition Fund Management
863
Verition Fund Management
Connecticut
– -$398K -1,725 Closed
AAM
864
Aureus Asset Management
Massachusetts
– -$331K -1,435 Closed
DPI
865
Diversified Portfolios Inc
Michigan
– -$298K -1,293 Closed
SIA
866
Starfire Investment Advisers
Michigan
– -$231K -1,003 Closed
STMM
867
South Texas Money Management
Texas
– -$214K -928 Closed
RC
868
Rinet Company
Massachusetts
– -$204K -885 Closed
GBBWRPM
869
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
– -$37K -162 Closed
NIC
870
Northwest Investment Counselors
Oregon
– -$29K -125 Closed
WCM
871
Wealthcare Capital Management
Virginia
– -$4K -18 Closed
31 32 33 34
35

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.