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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
Fifth Third Bancorp
126
Fifth Third Bancorp
Ohio
$2.23M – – –
PCTC
127
Perkins Coie Trust Company
Washington
$2.2M +$822K +4,534 +59%
IFWM
128
Institute for Wealth Management
Colorado
$2.17M +$277K +1,527 +15%
Rafferty Asset Management
129
Rafferty Asset Management
New York
$2.13M -$512K -2,823 -19%
HTC
130
Haverford Trust Company
Pennsylvania
$2.08M -$596K -3,286 -22%
BSB
131
Bangor Savings Bank
Maine
$2.01M +$1.09K +6 +0.1%
FFA
132
First Foundation Advisors
California
$1.97M +$1.98M +10,900 New
DIA
133
Denver Investment Advisors
Colorado
$1.88M -$159K -876 -8%
SIC
134
Sigma Investment Counselors
Michigan
$1.86M – – –
ST
135
Spinnaker Trust
Maine
$1.85M +$806K +4,445 +77%
KPCM
136
Kings Point Capital Management
New York
$1.82M +$55.1K +304 +3%
SG Americas Securities
137
SG Americas Securities
New York
$1.67M +$1.67M +9,232 New
SC
138
Stratford Consulting
Texas
$1.65M -$10.9K -60 -0.7%
Millennium Management
139
Millennium Management
New York
$1.64M +$469K +2,585 +40%
VFAM
140
Valley Forge Asset Management
Pennsylvania
$1.64M +$185K +1,023 +13%
CAN
141
Cetera Advisor Networks
California
$1.58M +$333K +1,835 +26%
NSIM
142
North Star Investment Management
Illinois
$1.54M -$26.5K -146 -2%
DAS
143
Dynamic Advisor Solutions
Arizona
$1.47M +$69.1K +381 +5%
GC
144
Gibson Capital
Pennsylvania
$1.42M +$1.2M +6,598 +522%
GH
145
GAM Holding
Switzerland
$1.4M +$1.4M +7,750 New
PGFC
146
Peapack-Gladstone Financial Corp
New Jersey
$1.37M +$77K +425 +6%
PRHC
147
P.R. Herzig & Co
New York
$1.28M +$1.28M +7,065 New
CIA
148
Choate Investment Advisors
Massachusetts
$1.27M -$684K -3,774 -35%
PVH
149
Psagot Value Holdings
Israel
$1.27M +$558K +3,080 +78%
VNIM
150
Vaughan Nelson Investment Management
Texas
$1.24M – – –
4 5
6
7 8

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.