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Vanguard S&P 500 ETF

844 hedge funds and large institutions have $40.7B invested in Vanguard S&P 500 ETF in 2017 Q4 according to their latest regulatory filings, with 157 funds opening new positions, 315 increasing their positions, 225 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

504% more first-time investments, than exits

New positions opened: 157 | Existing positions closed: 26

40% more repeat investments, than reductions

Existing positions increased: 315 | Existing positions reduced: 225

20% more call options, than puts

Call options by funds: $27M | Put options by funds: $22.5M

17% more funds holding

Funds holding: 720844 (+124)

17% more capital invested

Capital invested by funds: $34.9B → $40.7B (+$5.82B)

16% more funds holding in top 10

Funds holding in top 10: 154178 (+24)

1.63% more ownership

Funds ownership: 47.06%48.69% (+1.6%)

Holders
844
Holders Change
+124
Holders Change %
+17.22%
% of All Funds
19.14%
Holding in Top 10
178
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+15.58%
% of All Funds
4.04%
New
157
Increased
315
Reduced
225
Closed
26
Calls
$27M
Puts
$22.5M
Net Calls
+$4.54M
Net Calls Change
+$6.98M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$4.98B +$1.31B +5,482,590 +37%
PPA
2
Parametric Portfolio Associates
Washington
$2.52B +$116M +486,310 +5%
RJA
3
Raymond James & Associates
Florida
$2.39B -$124M -517,272 -5%
JP Morgan Chase
4
JP Morgan Chase
New York
$1.65B -$1.11B -4,625,817 -41%
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.62B +$57.9M +242,248 +4%
NMIFOAC
6
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$1.51B +$227M +951,000 +18%
VMPIC
7
Varma Mutual Pension Insurance Co
Finland
$1.47B +$1.43B +5,978,375 New
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$1.4B +$141M +588,563 +11%
Morgan Stanley
9
Morgan Stanley
New York
$1.05B +$49.1M +205,609 +5%
S
10
Schroders
United Kingdom
$1.05B -$31.4M -131,560 -3%
Ameriprise
11
Ameriprise
Minnesota
$885M +$18.2M +76,326 +2%
Wells Fargo
12
Wells Fargo
California
$730M +$6.78M +28,371 +1%
Goldman Sachs
13
Goldman Sachs
New York
$631M +$46M +192,436 +8%
UBS Group
14
UBS Group
Switzerland
$578M +$14.1M +59,200 +3%
CI
15
Clal Insurance
Israel
$571M -$201M -842,141 -27%
ELFC
16
E-L Financial Corp
Ontario, Canada
$508M -$1.81M -7,593 -0.5%
AssetMark Inc
17
AssetMark Inc
California
$487M +$48.6M +203,487 +11%
Citigroup
18
Citigroup
New York
$438M +$10.4M +43,557 +3%
BOI
19
Bank of Italy
Italy
$434M
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$431M +$25.4M +106,081 +6%
CM
21
Churchill Management
California
$401M +$10.8M +45,155 +3%
NYLIC
22
New York Life Insurance Company
New York
$363M +$174M +726,122 +96%
JC
23
JBF Capital
Colorado
$358M -$14.7M -61,650 -4%
BAPIM
24
British Airways Pensions Investment Management
United Kingdom
$355M +$346M +1,445,827 New
USAA
25
United Services Automobile Association
Texas
$347M -$42.4M -177,236 -11%

VOO Hedge Fund Activity: Q4 2017 in Review

844 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 ETF (VOO) for Q4 2017, worth a combined $40.7B — up 17% from $34.9B a quarter earlier.

Buyers outnumbered sellers: 157 funds opened new VOO positions and 26 closed out — a net gain of 131 holders — while 315 added to existing stakes and 225 trimmed.

The largest buyer was Bank of America, adding an estimated $1.31B. The largest seller was JP Morgan Chase, cutting an estimated $1.11B.

  • 844 institutional investors held Vanguard S&P 500 ETF (VOO) as of Q4 2017, up from 720 in Q3 2017.
  • Funds reported $40.7B of Vanguard S&P 500 ETF stock for Q4 2017, up 17% quarter-over-quarter.
  • 157 funds opened new Vanguard S&P 500 ETF positions in Q4 2017 and 26 closed out, a net change of +131 holders.
  • The largest Vanguard S&P 500 ETF buyer in Q4 2017 was Bank of America, an estimated $1.31B added.
  • The largest Vanguard S&P 500 ETF seller in Q4 2017 was JP Morgan Chase, an estimated $1.11B sold.

Based on aggregated 13F filings for Q4 2017.