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Vanguard Communication Services ETF
VOX

78 hedge funds and large institutions have $317M invested in Vanguard Communication Services ETF in 2013 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 29 increasing their positions, 23 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 7

26% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 23

19% more capital invested

Capital invested by funds: $266M → $317M (+$51.5M)

8% more funds holding

Funds holding: 72 → 78 (+6)

5.16% more ownership

Funds ownership: 50.55% → 55.71% (+5.2%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $9.66M

Holders
78
Holders Change
+6
Holders Change %
+8.33%
% of All Funds
2.26%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
14
Increased
29
Reduced
23
Closed
7
Calls
–
Puts
$9.66M
Net Calls
-$9.66M
Net Calls Change
-$10.1M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$6.88M
2
SG Americas Securities
SG Americas Securities
New York
+$4.88M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$4.4M
4
NYLIM
New York Life Investment Management
New York
+$2.41M
5
MAA
Managed Account Advisors
New Jersey
+$2.22M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$3.11M
2
VKH
Virtu KCG Holdings
New York
-$2.46M
3
AssetMark Inc
AssetMark Inc
California
-$1.2M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.19M
5
RFC
Russell Frank Company
Washington
-$997K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$152M +$6.88M +82,008 +5%
Wells Fargo
2
Wells Fargo
California
$32.8M -$3.11M -37,045 -9%
BCMIO
3
Beacon Capital Management Inc (Ohio)
Ohio
$21.9M +$22M +262,138 New
Morgan Stanley
4
Morgan Stanley
New York
$18.8M +$1.07M +12,763 +6%
MAA
5
Managed Account Advisors
New Jersey
$12.6M +$2.22M +26,453 +21%
DY
6
Dowling & Yahnke
California
$9.35M -$2.27K -27 -0%
U
7
UBS
Switzerland
$6.59M +$845K +10,073 +15%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$6.21M +$4.4M +52,390 +241%
SG Americas Securities
9
SG Americas Securities
New York
$5.54M +$4.88M +58,109 +718%
HCM
10
Hollencrest Capital Management
California
$5.47M +$5.49M +65,361 New
FT
11
Fiduciary Trust
Massachusetts
$3.72M -$176K -2,092 -4%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$3.69M +$96.6K +1,151 +3%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$3.06M -$141K -1,682 -4%
NYLIM
14
New York Life Investment Management
New York
$2.89M +$2.41M +28,776 +497%
UCFA
15
United Capital Financial Advisors
Texas
$2.84M -$761K -9,064 -21%
WA
16
WBH Advisory
Maryland
$2.83M +$30.9K +368 +1%
LPL Financial
17
LPL Financial
California
$2.7M -$97K -1,156 -3%
DBIA
18
Dumont & Blake Investment Advisors
New Jersey
$2.61M -$188K -2,240 -7%
Natixis Advisors
19
Natixis Advisors
Massachusetts
$1.38M +$584K +6,964 +73%
TCOO
20
Trust Company of Oklahoma
Oklahoma
$1.35M +$1.35M +16,085 New
B
21
Bailard
California
$1.27M +$47K +560 +4%
BRWA
22
B. Riley Wealth Advisors
Florida
$1.24M +$60.6K +722 +5%
TH
23
Timber Hill
Connecticut
$1.12M -$56.2K -670 -5%
Goldman Sachs
24
Goldman Sachs
New York
$919K -$30.8K -367 -3%
AP
25
Advisors Preferred
Maryland
$917K +$920K +10,966 New
1
2 3 4

VOX Hedge Fund Activity: Q4 2013 in Review

78 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Vanguard Communication Services ETF (VOX) for Q4 2013, worth a combined $317M — up 19% from $266M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new VOX positions and 7 closed out — a net gain of 7 holders — while 29 added to existing stakes and 23 trimmed.

The largest buyer was Bank of America, adding an estimated $6.88M. The largest seller was Wells Fargo, cutting an estimated $3.11M.

  • 78 institutional investors held Vanguard Communication Services ETF (VOX) as of Q4 2013, up from 72 in Q3 2013.
  • Funds reported $317M of Vanguard Communication Services ETF stock for Q4 2013, up 19% quarter-over-quarter.
  • 14 funds opened new Vanguard Communication Services ETF positions in Q4 2013 and 7 closed out, a net change of +7 holders.
  • The largest Vanguard Communication Services ETF buyer in Q4 2013 was Bank of America, an estimated $6.88M added.
  • The largest Vanguard Communication Services ETF seller in Q4 2013 was Wells Fargo, an estimated $3.11M sold.

Based on aggregated 13F filings for Q4 2013.