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Vanguard S&P 500 ETF
VOO

1,125 hedge funds and large institutions have $58.2B invested in Vanguard S&P 500 ETF in 2019 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 521 increasing their positions, 331 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more repeat investments, than reductions

Existing positions increased: 521 | Existing positions reduced: 331

43% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 53

7% more capital invested

Capital invested by funds: $54.3B → $58.2B (+$3.95B)

7% more funds holding in top 10

Funds holding in top 10: 216 → 231 (+15)

1% more funds holding

Funds holding: 1,115 → 1,125 (+10)

0.72% more ownership

Funds ownership: 47.28% → 48% (+0.72%)

59% less call options, than puts

Call options by funds: $70.1M | Put options by funds: $170M

Holders
1,125
Holders Change
+10
Holders Change %
+0.9%
% of All Funds
24.67%
Holding in Top 10
231
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+6.94%
% of All Funds
5.07%
New
76
Increased
521
Reduced
331
Closed
53
Calls
$70.1M
Puts
$170M
Net Calls
-$100M
Net Calls Change
-$113M

Top Buyers

Rank Fund Capital Flow
1
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
+$878M
2
S
Schroders
United Kingdom
+$352M
3
VMPIC
Varma Mutual Pension Insurance Co
Finland
+$334M
4
SMFG
Sumitomo Mitsui Financial Group
Japan
+$277M
5
TF
TIAA FSB
Florida
+$206M

Top Sellers

Rank Fund Capital Flow
1
CI
Clal Insurance
Israel
-$369M
2
KIM
Karpus Investment Management
New York
-$297M
3
USAA
United Services Automobile Association
Texas
-$285M
4
Jane Street
Jane Street
New York
-$129M
5
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
-$96.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
BAAM
926
Baker Avenue Asset Management
California
$360K +$7.06K +26 +2%
TWM
927
Titus Wealth Management
California
$358K +$356K +1,313 New
CC
928
Chanos & Company
New York
$358K +$357K +1,314 New
GFS
929
GYL Financial Synergies
Connecticut
$354K -$2.17K -8 -0.6%
TAM
930
Taurus Asset Management
New York
$354K – – –
SFS
931
Summit Financial Strategies
Ohio
$351K +$349K +1,286 New
TWM
932
Tolleson Wealth Management
Texas
$346K -$126K -465 -27%
1IA
933
1834 Investment Advisors
Wisconsin
$346K – – –
RM
934
Resource Management
Louisiana
$343K +$1.09K +4 +0.3%
CHA
935
Carmichael Hill & Associates
Maryland
$339K -$82.2K -303 -20%
RIL
936
Rothschild Investment LLC
Illinois
$336K +$35.3K +130 +12%
RMC
937
Resources Management Corp
Connecticut
$333K +$332K +1,222 New
CCM
938
Covington Capital Management
California
$332K – – –
FGP
939
Foyston, Gordon, & Payne
Ontario, Canada
$331K +$329K +1,213 New
FC
940
FCA Corp
Texas
$330K -$67.3K -248 -17%
GWM
941
GSB Wealth Management
Connecticut
$330K +$328K +1,210 New
AA
942
Apriem Advisors
California
$327K – – –
CC
943
Capital Counsel
New York
$327K – – –
HWA
944
HHM Wealth Advisors
Tennessee
$326K +$83.9K +309 +35%
B
945
Brightworth
Georgia
$325K -$8.41K -31 -3%
DMC
946
Drexel Morgan & Co
Pennsylvania
$319K – – –
SQA
947
Simon Quick Advisors
New Jersey
$319K +$1.63K +6 +0.5%
CC
948
Cannell & Co
New York
$319K +$19.5K +72 +7%
ST
949
Sentinel Trust
Texas
$314K – – –
NAMP
950
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$311K – – –
36 37
38
39 40

VOO Hedge Fund Activity: Q3 2019 in Review

1,125 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 ETF (VOO) for Q3 2019, worth a combined $58.2B — up 7.3% from $54.3B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new VOO positions and 53 closed out — a net gain of 23 holders — while 521 added to existing stakes and 331 trimmed.

The largest buyer was State Farm Mutual Automobile Insurance, opening a new position worth an estimated $878M. The largest seller was Clal Insurance, cutting an estimated $369M.

  • 1,125 institutional investors held Vanguard S&P 500 ETF (VOO) as of Q3 2019, up from 1,115 in Q2 2019.
  • Funds reported $58.2B of Vanguard S&P 500 ETF stock for Q3 2019, up 7.3% quarter-over-quarter.
  • 76 funds opened new Vanguard S&P 500 ETF positions in Q3 2019 and 53 closed out, a net change of +23 holders.
  • The largest Vanguard S&P 500 ETF buyer in Q3 2019 was State Farm Mutual Automobile Insurance, an estimated $878M added.
  • The largest Vanguard S&P 500 ETF seller in Q3 2019 was Clal Insurance, an estimated $369M sold.

Based on aggregated 13F filings for Q3 2019.