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Vanguard S&P 500 ETF

1,125 hedge funds and large institutions have $58.2B invested in Vanguard S&P 500 ETF in 2019 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 521 increasing their positions, 331 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more repeat investments, than reductions

Existing positions increased: 521 | Existing positions reduced: 331

43% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 53

7% more capital invested

Capital invested by funds: $54.3B → $58.2B (+$3.95B)

7% more funds holding in top 10

Funds holding in top 10: 216231 (+15)

1% more funds holding

Funds holding: 1,1151,125 (+10)

0.72% more ownership

Funds ownership: 47.28%48% (+0.72%)

59% less call options, than puts

Call options by funds: $70.1M | Put options by funds: $170M

Holders
1,125
Holders Change
+10
Holders Change %
+0.9%
% of All Funds
24.67%
Holding in Top 10
231
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+6.94%
% of All Funds
5.07%
New
76
Increased
521
Reduced
331
Closed
53
Calls
$70.1M
Puts
$170M
Net Calls
-$100M
Net Calls Change
-$113M
Name Holding Trade Value Shares
Change
Change in
Stake
UF
201
Univest Financial
Pennsylvania
$22.4M +$35.8K +132 +0.2%
Mariner
202
Mariner
Kansas
$22.4M +$1.57M +5,775 +8%
PIMG
203
Patriot Investment Management Group
Tennessee
$22.3M -$43.7K -161 -0.2%
MSA
204
Mason Street Advisors
Wisconsin
$22.3M +$638K +2,350 +3%
SFA
205
Stewardship Financial Advisors
Georgia
$22.2M -$565K -2,083 -2%
PNC Financial Services Group
206
PNC Financial Services Group
Pennsylvania
$21.8M -$946K -3,485 -4%
SCM
207
Sterling Capital Management
North Carolina
$21.4M -$17.1M -63,058 -45%
JRP
208
Jasper Ridge Partners
California
$20.7M +$659K +2,429 +3%
Carson Wealth (CWM LLC)
209
Carson Wealth (CWM LLC)
Nebraska
$20.6M
Wellington Management Group
210
Wellington Management Group
Massachusetts
$19.9M
PGWM
211
Parisi Gray Wealth Management
New Jersey
$19.7M +$465K +1,715 +2%
SAA
212
Southeast Asset Advisors
Georgia
$19.7M +$1.67M +6,141 +9%
William Blair & Company
213
William Blair & Company
Illinois
$19.6M +$540K +1,989 +3%
Nomura Asset Management
214
Nomura Asset Management
Japan
$19.6M -$787K -2,900 -4%
FG
215
Fiduciary Group
Georgia
$19.6M -$223K -822 -1%
NIM
216
Northeast Investment Management
Massachusetts
$19.5M +$813K +2,996 +4%
APSP
217
Asset Planning Services (Pennsylvania)
Pennsylvania
$19.3M -$922K -3,396 -5%
SW
218
SVB Wealth
Massachusetts
$19.3M +$17.4M +64,103 +956%
N
219
Natixis
France
$19.2M +$3.18M +11,710 +20%
MFT
220
Moisand Fitzgerald Tamayo
Florida
$19M -$758K -2,794 -4%
SI
221
Stephens Inc
Arkansas
$18.8M +$98.3K +362 +0.5%
K
222
Kemper
Illinois
$18.8M
NG
223
NatWest Group
United Kingdom
$18.8M +$3.58M +13,208 +24%
NHC
224
Nicholas Hoffman & Company
Georgia
$18.6M +$965K +3,555 +6%
SFG
225
Sage Financial Group
Pennsylvania
$18.5M

VOO Hedge Fund Activity: Q3 2019 in Review

1,125 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 ETF (VOO) for Q3 2019, worth a combined $58.2B — up 7.3% from $54.3B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new VOO positions and 53 closed out — a net gain of 23 holders — while 521 added to existing stakes and 331 trimmed.

The largest buyer was State Farm Mutual Automobile Insurance, opening a new position worth an estimated $878M. The largest seller was Clal Insurance, cutting an estimated $369M.

  • 1,125 institutional investors held Vanguard S&P 500 ETF (VOO) as of Q3 2019, up from 1,115 in Q2 2019.
  • Funds reported $58.2B of Vanguard S&P 500 ETF stock for Q3 2019, up 7.3% quarter-over-quarter.
  • 76 funds opened new Vanguard S&P 500 ETF positions in Q3 2019 and 53 closed out, a net change of +23 holders.
  • The largest Vanguard S&P 500 ETF buyer in Q3 2019 was State Farm Mutual Automobile Insurance, an estimated $878M added.
  • The largest Vanguard S&P 500 ETF seller in Q3 2019 was Clal Insurance, an estimated $369M sold.

Based on aggregated 13F filings for Q3 2019.