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Vanguard S&P 500 ETF
VOO

271 hedge funds and large institutions have $8.55B invested in Vanguard S&P 500 ETF in 2014 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 140 increasing their positions, 47 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

198% more repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 47

115% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 20

36% more funds holding in top 10

Funds holding in top 10: 33 → 45 (+12)

11% more capital invested

Capital invested by funds: $7.67B → $8.55B (+$880M)

8% more funds holding

Funds holding: 250 → 271 (+21)

0.24% less ownership

Funds ownership: 39.61% → 39.37% (-0.24%)

34% less call options, than puts

Call options by funds: $20.6M | Put options by funds: $31M

Holders
271
Holders Change
+21
Holders Change %
+8.4%
% of All Funds
7.86%
Holding in Top 10
45
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+36.36%
% of All Funds
1.31%
New
43
Increased
140
Reduced
47
Closed
20
Calls
$20.6M
Puts
$31M
Net Calls
-$10.4M
Net Calls Change
-$9.91M

Top Buyers

1
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
+$357M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$101M
3
PPFA
Provida Pension Fund Administrator
Chile
+$81.2M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$80.2M
5
NLI
Nippon Life Insurance
Japan
+$57M

Top Sellers

1
AUIM
Aegon USA Investment Management
Iowa
-$205M
2
Goldman Sachs
Goldman Sachs
New York
-$177M
3
AWA
AmeriServ Wealth Advisors
Pennsylvania
-$19.6M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$16.5M
5
WCM
Weatherstone Capital Management
Colorado
-$13.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
Janney Montgomery Scott
101
Janney Montgomery Scott
Pennsylvania
$4.01M +$436K +2,408 +12%
VST
102
Van Strum & Towne
California
$3.98M +$247K +1,365 +7%
MNA
103
Manning & Napier Advisors
New York
$3.8M – – –
CONA
104
Capital One National Association
New York
$3.79M -$548K -3,022 -13%
WB
105
Webster Bank
Connecticut
$3.71M +$2.37M +13,078 +175%
Luther King Capital Management (LKCM)
106
Luther King Capital Management (LKCM)
Texas
$3.54M +$2.93M +16,189 +476%
ABC
107
Associated Banc-Corp
Wisconsin
$3.53M +$1.06M +5,857 +43%
Brown Advisory
108
Brown Advisory
Maryland
$3.5M +$88.8K +490 +3%
FDCC
109
Foster Dykema Cabot & Co
Massachusetts
$3.41M +$489K +2,700 +17%
GD
110
Grandfield & Dodd
New York
$3.29M – – –
HighTower Advisors
111
HighTower Advisors
Illinois
$3.14M +$202K +1,113 +7%
PFM
112
Phillips Financial Management
Indiana
$3.12M -$153K -845 -5%
BA
113
Boston Advisors
Massachusetts
$2.99M +$587K +3,240 +24%
UOTTAIMCU
114
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$2.98M +$2.99M +16,502 New
M&T Bank
115
M&T Bank
New York
$2.83M +$2.84M +15,680 New
WSTAM
116
Wilbanks Smith & Thomas Asset Management
Virginia
$2.74M +$97.5K +538 +4%
EA
117
Elm Advisors
California
$2.73M -$11.2K -62 -0.4%
EVM
118
Eaton Vance Management
Massachusetts
$2.73M +$96.1K +530 +4%
IH
119
IFC Holdings
Florida
$2.72M -$449K -2,478 -14%
AAM
120
Autus Asset Management
Arizona
$2.62M +$148K +816 +6%
SAA
121
Southeast Asset Advisors
Georgia
$2.59M +$1.86M +10,240 +249%
DADC
122
D.A. Davidson & Co
Montana
$2.59M -$285K -1,570 -10%
MFS
123
MSI Financial Services
Massachusetts
$2.36M +$283K +1,564 +14%
CCP
124
Clarkston Capital Partners
Michigan
$2.27M +$2.27M +12,540 New
Creative Planning
125
Creative Planning
Kansas
$2.25M +$650K +3,588 +41%
3 4
5
6 7

VOO Hedge Fund Activity: Q3 2014 in Review

271 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 ETF (VOO) for Q3 2014, worth a combined $8.55B — up 11% from $7.67B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new VOO positions and 20 closed out — a net gain of 23 holders — while 140 added to existing stakes and 47 trimmed.

The largest buyer was National Mutual Insurance Federation of Agricultural Cooperatives, adding an estimated $357M. The largest seller was Aegon USA Investment Management, cutting an estimated $205M.

  • 271 institutional investors held Vanguard S&P 500 ETF (VOO) as of Q3 2014, up from 250 in Q2 2014.
  • Funds reported $8.55B of Vanguard S&P 500 ETF stock for Q3 2014, up 11% quarter-over-quarter.
  • 43 funds opened new Vanguard S&P 500 ETF positions in Q3 2014 and 20 closed out, a net change of +23 holders.
  • The largest Vanguard S&P 500 ETF buyer in Q3 2014 was National Mutual Insurance Federation of Agricultural Cooperatives, an estimated $357M added.
  • The largest Vanguard S&P 500 ETF seller in Q3 2014 was Aegon USA Investment Management, an estimated $205M sold.

Based on aggregated 13F filings for Q3 2014.