We are live on ! Find out more
VOO icon

Vanguard S&P 500 ETF

223 hedge funds and large institutions have $7.34B invested in Vanguard S&P 500 ETF in 2014 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 113 increasing their positions, 45 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

151% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 45

60% more call options, than puts

Call options by funds: $21.9M | Put options by funds: $13.7M

57% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 21

21% more capital invested

Capital invested by funds: $6.09B → $7.34B (+$1.25B)

4% more funds holding

Funds holding: 215223 (+8)

4% more funds holding in top 10

Funds holding in top 10: 2829 (+1)

3.21% more ownership

Funds ownership: 41.25%44.46% (+3.2%)

Holders
223
Holders Change
+8
Holders Change %
+3.72%
% of All Funds
6.44%
Holding in Top 10
29
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.57%
% of All Funds
0.84%
New
33
Increased
113
Reduced
45
Closed
21
Calls
$21.9M
Puts
$13.7M
Net Calls
+$8.18M
Net Calls Change
+$2.04M
Name Holding Trade Value Shares
Change
Change in
Stake
IFWM
101
Institute for Wealth Management
Colorado
$2.38M -$253K -1,503 -10%
ABC
102
Associated Banc-Corp
Wisconsin
$2.29M +$416K +2,474 +23%
NEAM
103
New England Asset Management
Connecticut
$2.2M
AAM
104
Autus Asset Management
Arizona
$2.19M +$204K +1,215 +11%
CIA
105
Choate Investment Advisors
Massachusetts
$2.07M +$1.28M +7,639 +159%
IFA
106
Interactive Financial Advisors
Illinois
$2.05M -$575K -3,419 -22%
LIA
107
LBMC Investment Advisors
Tennessee
$1.99M +$16.6K +99 +0.9%
WT
108
Wilmington Trust
Delaware
$1.94M +$328K +1,952 +21%
DIA
109
Denver Investment Advisors
Colorado
$1.93M +$1.9M +11,273 New
CCP
110
Clarkston Capital Partners
Michigan
$1.91M +$7.4K +44 +0.4%
SIC
111
Sigma Investment Counselors
Michigan
$1.77M -$20.2K -120 -1%
Bessemer Group
112
Bessemer Group
New Jersey
$1.74M
MFS
113
MSI Financial Services
Massachusetts
$1.74M +$113K +669 +7%
BSB
114
Bangor Savings Bank
Maine
$1.68M +$14.5K +86 +0.9%
William Blair & Company
115
William Blair & Company
Illinois
$1.66M +$202K +1,200 +14%
Susquehanna International Group
116
Susquehanna International Group
Pennsylvania
$1.63M -$3.44M -20,471 -68%
SC
117
Stratford Consulting
Texas
$1.54M -$337K -2,004 -18%
KPCM
118
Kings Point Capital Management
New York
$1.48M +$130K +773 +10%
Fisher Asset Management
119
Fisher Asset Management
Washington
$1.47M -$150M -893,990 -99%
ARMT
120
Amica Retiree Medical Trust
Rhode Island
$1.38M +$1.36M +8,060 New
NSIM
121
North Star Investment Management
Illinois
$1.29M +$18.7K +111 +1%
AIG
122
American International Group
New York
$1.28M +$154K +915 +14%
DAS
123
Dynamic Advisor Solutions
Arizona
$1.23M +$107K +635 +10%
VNIM
124
Vaughan Nelson Investment Management
Texas
$1.19M -$168 -1 -0%
WCM
125
Weatherstone Capital Management
Colorado
$1.19M +$1.16M +6,918 New

VOO Hedge Fund Activity: Q1 2014 in Review

223 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 ETF (VOO) for Q1 2014, worth a combined $7.34B — up 21% from $6.09B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new VOO positions and 21 closed out — a net gain of 12 holders — while 113 added to existing stakes and 45 trimmed.

The largest buyer was Provida Pension Fund Administrator, adding an estimated $592M. The largest seller was Fisher Asset Management, cutting an estimated $150M.

  • 223 institutional investors held Vanguard S&P 500 ETF (VOO) as of Q1 2014, up from 215 in Q4 2013.
  • Funds reported $7.34B of Vanguard S&P 500 ETF stock for Q1 2014, up 21% quarter-over-quarter.
  • 33 funds opened new Vanguard S&P 500 ETF positions in Q1 2014 and 21 closed out, a net change of +12 holders.
  • The largest Vanguard S&P 500 ETF buyer in Q1 2014 was Provida Pension Fund Administrator, an estimated $592M added.
  • The largest Vanguard S&P 500 ETF seller in Q1 2014 was Fisher Asset Management, an estimated $150M sold.

Based on aggregated 13F filings for Q1 2014.