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Vanguard S&P 500 ETF
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Overview Fund Activity

339 hedge funds and large institutions have $10.5B invested in Vanguard S&P 500 ETF in 2014 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 158 increasing their positions, 54 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
339
Holders Change
+68
Holders Change %
+25.09%
% of All Funds
9.05%
Holding in Top 10
54
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+20%
% of All Funds
1.44%
New
88
Increased
158
Reduced
54
Closed
16
Calls
$46.3M
Puts
$49.1M
Net Calls
-$2.84M
Net Calls Change
+$7.6M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$544M
2
Citigroup
Citigroup
New York
$533M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$110M
4
Vanguard Group
Vanguard Group
Pennsylvania
$498M
5
Morgan Stanley
Morgan Stanley
New York
$334M

Top Sellers

1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$0
2
PPFA
Provida Pension Fund Administrator
Chile
$659M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$0
4
Nomura Asset Management
Nomura Asset Management
Japan
$34.1M
5
JC
JBF Capital
Colorado
$275M
Name Holding Trade Value Shares
Change 		Shares
Change %
ABC
126
Associated Banc-Corp
Wisconsin
$3.9M +$207K +1,100 +6%
CM
127
Churchill Management
California
$3.83M +$3.83M +20,321 New
HK
128
Horizon Kinetics
New York
$3.8M +$3.8M +20,143 New
HighTower Advisors
129
HighTower Advisors
Illinois
$3.64M +$350K +1,856 +11%
GD
130
Grandfield & Dodd
New York
$3.43M – – –
WCM
131
Weatherstone Capital Management
Colorado
$3.25M -$8.46M -44,926 -72%
Creative Planning
132
Creative Planning
Kansas
$3.15M +$806K +4,279 +34%
PFM
133
Phillips Financial Management
Indiana
$3.15M -$162K -873 -5%
CONA
134
Capital One National Association
New York
$3.11M -$848K -4,500 -21%
UOTTAIMCU
135
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$3.03M -$83.6K -444 -3%
AAM
136
Autus Asset Management
Arizona
$3.02M +$288K +1,528 +11%
Rafferty Asset Management
137
Rafferty Asset Management
New York
$2.98M +$765K +4,059 +34%
WSTAM
138
Wilbanks Smith & Thomas Asset Management
Virginia
$2.9M +$37.9K +201 +1%
NAMP
139
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$2.86M +$2.55M +13,550 +839%
EA
140
Elm Advisors
California
$2.85M -$1.32K -7 -0%
MFS
141
MSI Financial Services
Massachusetts
$2.81M +$346K +1,837 +14%
SAA
142
Southeast Asset Advisors
Georgia
$2.72M +$14.3K +76 +0.5%
Fifth Third Bancorp
143
Fifth Third Bancorp
Ohio
$2.67M +$345K +1,833 +15%
FFA
144
Fragasso Financial Advisors
Pennsylvania
$2.59M +$2.59M +13,767 New
Luther King Capital Management (LKCM)
145
Luther King Capital Management (LKCM)
Texas
$2.59M -$1.1M -5,850 -30%
EVM
146
Eaton Vance Management
Massachusetts
$2.57M -$287K -1,521 -10%
GC
147
Gibson Capital
Pennsylvania
$2.53M +$1.05M +5,591 +71%
BKBG
148
BHF Kleinwort Benson Group
Belgium
$2.52M +$2.52M +13,380 New
PVH
149
Psagot Value Holdings
Israel
$2.47M +$1.15M +6,100 +87%
FSC
150
Fiduciary Services Corp
Georgia
$2.47M +$2.14M +11,361 +650%
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