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Vanguard S&P 500 ETF

215 hedge funds and large institutions have $6.09B invested in Vanguard S&P 500 ETF in 2013 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 88 increasing their positions, 52 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 20

69% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 52

63% more call options, than puts

Call options by funds: $15.9M | Put options by funds: $9.74M

58% more capital invested

Capital invested by funds: $3.86B → $6.09B (+$2.24B)

33% more funds holding in top 10

Funds holding in top 10: 2128 (+7)

26% more funds holding

Funds holding: 171215 (+44)

24.29% more ownership

Funds ownership: 16.96%41.25% (+24%)

Holders
215
Holders Change
+44
Holders Change %
+25.73%
% of All Funds
6.24%
Holding in Top 10
28
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+33.33%
% of All Funds
0.81%
New
65
Increased
88
Reduced
52
Closed
20
Calls
$15.9M
Puts
$9.74M
Net Calls
+$6.15M
Net Calls Change
+$141K
Name Holding Trade Value Shares
Change
Change in
Stake
Barclays
201
Barclays
United Kingdom
$91K +$36.8K +227 +73%
AA
202
Apriem Advisors
California
$59K -$162 -1 -0.3%
WA
203
WFG Advisors
Texas
$50K +$47.8K +295 New
TF
204
Tompkins Financial
New York
$42K
FWM
205
Focused Wealth Management
New York
$38K -$127K -780 -77%
S
206
SignatureFD
Georgia
$35K +$33.1K +204 New
AC
207
Alexandria Capital
Virginia
$33K +$32.1K +198 New
PTC
208
Private Trust Company
Ohio
$31K +$29.5K +182 New
DSC
209
Duncker Streett & Co
Missouri
$30K +$28.4K +175 New
WEC
210
Winslow Evans & Crocker
Massachusetts
$27K +$26.3K +162 New
LWCFA
211
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$19K -$162 -1 -0.9%
PAS
212
Partnervest Advisory Services
California
$17K +$16.7K +103 New
CCM
213
Chilton Capital Management
Texas
$8.46K
MA
214
MUFG Americas
New York
$8K +$7.62K +47 New
WCM
215
Windsor Capital Management
Arizona
$8K +$7.79K +48 New
ARMC
216
American Research & Management Company
Massachusetts
$3K
BFEC
217
Benjamin F. Edwards & Company
Missouri
$3K +$2.27K +14 +350%
Manulife (Manufacturers Life Insurance)
218
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$166 -$649 -4 -0.4%
Cambridge Investment Research Advisors
219
Cambridge Investment Research Advisors
Iowa
-$54.2M -352,251 Closed
RCM
220
Rivernorth Capital Management
Florida
-$19.5M -126,382 Closed
HJA
221
Hugh Johnson Advisors
New York
-$7.99M -51,897 Closed
PMFA
222
Plante Moran Financial Advisors
Michigan
-$2.03M -13,209 Closed
PI
223
Placemark Investments
Illinois
-$1.33M -8,658 Closed
RJA
224
Raymond James & Associates
Florida
-$1.09M -7,095 Closed
CCWA
225
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-$908K -5,897 Closed