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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
6.22%
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

VOO Hedge Fund Activity: Q4 2013 in Review

215 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 ETF (VOO) for Q4 2013, worth a combined $6.09B — up 58% from $3.86B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new VOO positions and 20 closed out — a net gain of 45 holders — while 88 added to existing stakes and 52 trimmed.

The largest buyer was Bank of Italy, opening a new position worth an estimated $287M. The largest seller was UBS, cutting an estimated $91.4M.

  • 215 institutional investors held Vanguard S&P 500 ETF (VOO) as of Q4 2013, up from 171 in Q3 2013.
  • Funds reported $6.09B of Vanguard S&P 500 ETF stock for Q4 2013, up 58% quarter-over-quarter.
  • 65 funds opened new Vanguard S&P 500 ETF positions in Q4 2013 and 20 closed out, a net change of +45 holders.
  • The largest Vanguard S&P 500 ETF buyer in Q4 2013 was Bank of Italy, an estimated $287M added.
  • The largest Vanguard S&P 500 ETF seller in Q4 2013 was UBS, an estimated $91.4M sold.

Based on aggregated 13F filings for Q4 2013.