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Vanguard S&P 500 ETF

215 hedge funds and large institutions have $6.09B invested in Vanguard S&P 500 ETF in 2013 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 88 increasing their positions, 52 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 20

69% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 52

63% more call options, than puts

Call options by funds: $15.9M | Put options by funds: $9.74M

58% more capital invested

Capital invested by funds: $3.86B → $6.09B (+$2.24B)

33% more funds holding in top 10

Funds holding in top 10: 2128 (+7)

26% more funds holding

Funds holding: 171215 (+44)

24.29% more ownership

Funds ownership: 16.96%41.25% (+24%)

Holders
215
Holders Change
+44
Holders Change %
+25.73%
% of All Funds
6.24%
Holding in Top 10
28
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+33.33%
% of All Funds
0.81%
New
65
Increased
88
Reduced
52
Closed
20
Calls
$15.9M
Puts
$9.74M
Net Calls
+$6.15M
Net Calls Change
+$141K
Name Holding Trade Value Shares
Change
Change in
Stake
PWP
76
Private Wealth Partners
California
$3.62M +$3.47M +21,400 New
AssetMark Inc
77
AssetMark Inc
California
$3.5M +$2.43M +14,967 +260%
TCM
78
Twele Capital Management
Minnesota
$3.39M +$644K +3,972 +25%
HSBC Holdings
79
HSBC Holdings
United Kingdom
$3.24M +$673K +4,150 +28%
Janney Montgomery Scott
80
Janney Montgomery Scott
Pennsylvania
$2.97M -$419K -2,581 -13%
HTC
81
Haverford Trust Company
Pennsylvania
$2.96M +$2.84M +17,504 New
PFM
82
Phillips Financial Management
Indiana
$2.94M -$74.9K -462 -3%
TH
83
Timber Hill
Connecticut
$2.93M +$1.66M +10,216 +143%
SB
84
Suntrust Banks
Georgia
$2.61M +$14.4K +89 +0.6%
IFWM
85
Institute for Wealth Management
Colorado
$2.61M +$2.28M +14,060 +1,044%
IFA
86
Interactive Financial Advisors
Illinois
$2.6M +$2.49M +15,367 New
Axa
87
Axa
France
$2.54M +$2.43M +15,000 New
SFM
88
Signature Financial Management
Virginia
$2.52M +$2.42M +14,900 New
EVM
89
Eaton Vance Management
Massachusetts
$2.42M +$147K +909 +7%
DADC
90
D.A. Davidson & Co
Montana
$2.41M +$2.3M +14,180 +16,299%
SI
91
SII Investments
Wisconsin
$2.37M +$1.3M +7,997 +133%
BTS
92
BB&T Securities
Virginia
$2.31M +$222K +1,368 New
WSTAM
93
Wilbanks Smith & Thomas Asset Management
Virginia
$2.25M -$105K -649 -5%
EA
94
Elm Advisors
California
$2.21M +$2.12M +13,045 New
NEAM
95
New England Asset Management
Connecticut
$2.17M +$2.08M +12,850 New
AAM
96
Autus Asset Management
Arizona
$1.96M +$250K +1,541 +15%
LIA
97
LBMC Investment Advisors
Tennessee
$1.95M +$505K +3,116 +37%
CCP
98
Clarkston Capital Partners
Michigan
$1.88M +$268K +1,650 +17%
SC
99
Stratford Consulting
Texas
$1.86M +$41.8K +258 +2%
ABC
100
Associated Banc-Corp
Wisconsin
$1.84M +$900K +5,546 +104%