Vanguard Utilities ETF
137 hedge funds and large institutions have $575M invested in Vanguard Utilities ETF in 2014 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 37 increasing their positions, 36 reducing their positions, and 8 closing their positions.
288% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 8
141% more call options, than puts
Call options by funds: $2.27M | Put options by funds: $942K
71% more capital invested
Capital invested by funds: $336M → $575M (+$239M)
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
16% more funds holding
Funds holding: 118 → 137 (+19)
9.79% more ownership
Funds ownership: 20.13% → 29.92% (+9.8%)
3% more repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 36
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$151M |
| 2 |
FMI
Factory Mutual Insurance
Waltham,
Massachusetts
|
+$26.5M |
| 3 |
BCMIO
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
+$9.95M |
| 4 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$9.33M |
| 5 |
QA
Quantitative Advantage
Minnetonka,
Minnesota
|
+$6.37M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SG Americas Securities
New York
|
-$7.63M |
| 2 |
Goldman Sachs
New York
|
-$4.64M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$4.14M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$3.1M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$2.23M |
VPU Hedge Fund Activity: Q4 2014 in Review
137 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in Vanguard Utilities ETF (VPU) for Q4 2014, worth a combined $575M — up 71% from $336M a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new VPU positions and 8 closed out — a net gain of 23 holders — while 37 added to existing stakes and 36 trimmed.
The largest buyer was 1832 Asset Management, opening a new position worth an estimated $151M. The largest seller was SG Americas Securities, exiting entirely with an estimated $7.63M sold.
- 137 institutional investors held Vanguard Utilities ETF (VPU) as of Q4 2014, up from 118 in Q3 2014.
- Funds reported $575M of Vanguard Utilities ETF stock for Q4 2014, up 71% quarter-over-quarter.
- 31 funds opened new Vanguard Utilities ETF positions in Q4 2014 and 8 closed out, a net change of +23 holders.
- The largest Vanguard Utilities ETF buyer in Q4 2014 was 1832 Asset Management, an estimated $151M added.
- The largest Vanguard Utilities ETF seller in Q4 2014 was SG Americas Securities, an estimated $7.63M sold.
Based on aggregated 13F filings for Q4 2014.