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Vanguard S&P 500 ETF

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: 720844 (+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: 154178 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
BJ
76
Brouwer & Janachowski
California
$79.5M +$4.34M +18,143 +6%
MA
77
MCF Advisors
Kentucky
$78.9M +$10.5K +44 +0%
CFIA
78
Cantor Fitzgerald Investment Advisors
New York
$78M -$98.7K -413 -0.1%
MA
79
Mangham Associates
Virginia
$75.3M +$73.4M +306,968 New
Northern Trust
80
Northern Trust
Illinois
$74.8M -$22.1M -92,541 -23%
M&T Bank
81
M&T Bank
New York
$74.6M -$4.63M -19,361 -6%
AF
82
Alerus Financial
North Dakota
$73.4M -$3.3M -13,808 -4%
MNG
83
Manning & Napier Group
New York
$67.7M
AllianceBernstein
84
AllianceBernstein
Tennessee
$66.8M +$46.3M +193,779 +247%
CA
85
Cambridge Associates
Massachusetts
$66.5M +$2.93M +12,267 +5%
STA
86
Summit Trail Advisors
New York
$64.1M +$59.5M +248,808 New
TMNFIC
87
Tokio Marine & Nichido Fire Insurance Company
Japan
$62.9M
AIP
88
Ameritas Investment Partners
Nebraska
$61.6M -$3.35M -14,000 -5%
HCM
89
HM Capital Management
Missouri
$58.9M -$2.97M -12,434 -5%
RCS
90
Retirement Capital Strategies
California
$58.3M -$1.02M -4,266 -2%
WAM
91
Wealthspire Advisors (Maryland)
Maryland
$57.1M +$1.65M +6,890 +3%
ST
92
Smithfield Trust
Pennsylvania
$55.3M -$317K -1,326 -0.6%
AFG
93
Albion Financial Group
Utah
$54.9M +$33.9K +142 +0.1%
MTB
94
Mizuho Trust & Banking
Japan
$54M +$52.6M +220,000 New
Natixis Advisors
95
Natixis Advisors
Massachusetts
$52.2M +$69.5K +291 +0.1%
WSTAM
96
Wilbanks Smith & Thomas Asset Management
Virginia
$52.1M +$2.97M +12,440 +6%
CA
97
Cambridge Advisors
Nebraska
$51.8M -$1.31M -5,500 -3%
W
98
Wealthfront
California
$49.5M +$2.36M +9,889 +5%
CCA
99
Catalyst Capital Advisors
New York
$47.2M +$13.9M +58,306 +43%
MRC
100
Millburn Ridgefield Corp
New York
$47.2M +$13.9M +58,306 +43%

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.