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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Farm Mutual Automobile Insurance
Bloomington,
Illinois
|
+$878M |
| 2 |
S
Schroders
London,
United Kingdom
|
+$352M |
| 3 |
VMPIC
Varma Mutual Pension Insurance Co
Helsinki,
Finland
|
+$334M |
| 4 |
SMFG
Sumitomo Mitsui Financial Group
Tokyo,
Japan
|
+$277M |
| 5 |
TF
TIAA FSB
Jacksonville,
Florida
|
+$206M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CI
Clal Insurance
Tel-Aviv,
Israel
|
-$369M |
| 2 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$297M |
| 3 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
-$285M |
| 4 |
Jane Street
New York
|
-$129M |
| 5 |
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Tokyo, Japan,
Japan
|
-$96.4M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HIIFS
1176
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
| – | -$29K | -108 | Closed |
|
|
MAU
1177
MRA Associates USA
Phoenix,
Arizona
| – | -$14.3K | -53 | Closed |
|
|
VNA
1178
Valley National Advisers
Bethlehem,
Pennsylvania
| – | -$13K | -50 | Closed |
|
|
LF
1179
Lee Financial
Dallas,
Texas
| – | -$12K | -45 | Closed |
|
|
AOWM
1180
Alpha Omega Wealth Management
Richmond,
Virginia
| – | -$6K | -24 | Closed |
|
|
DWA
1181
Dougherty Wealth Advisers
Wayzata,
Minnesota
| – | -$5K | -18 | Closed |
|
1182
First Trust Advisors
Wheaton,
Illinois
| – | +$1.27M | +4,695 | +35% |
|
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.