Vanguard S&P 500 ETF
VOO
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.
450% more first-time investments, than exits
New positions opened: 88 | Existing positions closed: 16
193% more repeat investments, than reductions
Existing positions increased: 158 | Existing positions reduced: 54
25% more funds holding
Funds holding: 271 → 339 (+68)
22% more capital invested
Capital invested by funds: $8.55B → $10.5B (+$1.92B)
20% more funds holding in top 10
Funds holding in top 10: 45 → 54 (+9)
6% less call options, than puts
Call options by funds: $46.3M | Put options by funds: $49.1M
1.06% less ownership
Funds ownership: 39.37% → 38.32% (-1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$208M |
| 2 |
Citigroup
New York
|
+$140M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$108M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$99.1M |
| 5 |
Morgan Stanley
New York
|
+$90.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$101M |
| 2 |
PPFA
Provida Pension Fund Administrator
Las Condes, Santiago,
Chile
|
-$86.2M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$45M |
| 4 |
Nomura Asset Management
Tokyo,
Japan
|
-$40.5M |
| 5 |
JC
JBF Capital
Aspen,
Colorado
|
-$31M |
VOO Hedge Fund Activity: Q4 2014 in Review
339 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 ETF (VOO) for Q4 2014, worth a combined $10.5B — up 22% from $8.55B a quarter earlier.
Buyers outnumbered sellers: 88 funds opened new VOO positions and 16 closed out — a net gain of 72 holders — while 158 added to existing stakes and 54 trimmed.
The largest buyer was Bank of America, adding an estimated $208M. The largest seller was Cambridge Investment Research Advisors, exiting entirely with an estimated $101M sold.
- 339 institutional investors held Vanguard S&P 500 ETF (VOO) as of Q4 2014, up from 271 in Q3 2014.
- Funds reported $10.5B of Vanguard S&P 500 ETF stock for Q4 2014, up 22% quarter-over-quarter.
- 88 funds opened new Vanguard S&P 500 ETF positions in Q4 2014 and 16 closed out, a net change of +72 holders.
- The largest Vanguard S&P 500 ETF buyer in Q4 2014 was Bank of America, an estimated $208M added.
- The largest Vanguard S&P 500 ETF seller in Q4 2014 was Cambridge Investment Research Advisors, an estimated $101M sold.
Based on aggregated 13F filings for Q4 2014.