Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
173 hedge funds and large institutions have $1.52B invested in Vanguard Short-Term Inflation-Protected Securities Index Fund in 2016 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 77 increasing their positions, 39 reducing their positions, and 9 closing their positions.
289% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 9
97% more repeat investments, than reductions
Existing positions increased: 77 | Existing positions reduced: 39
52.16% more ownership
Funds ownership: 0% → 52.16% (+52%)
26% more capital invested
Capital invested by funds: $1.2B → $1.52B (+$316M)
15% more funds holding
Funds holding: 150 → 173 (+23)
14% more funds holding in top 10
Funds holding in top 10: 14 → 16 (+2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$120M |
| 2 |
Goldman Sachs
New York
|
+$38.8M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$37.8M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$21.9M |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$14.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
-$14.1M |
| 2 |
WCM
Windham Capital Management
Boston,
Massachusetts
|
-$9.05M |
| 3 |
FT
Fiduciary Trust
Boston,
Massachusetts
|
-$2.94M |
| 4 |
FTUS
Flow Traders U.S.
New York
|
-$2.5M |
| 5 |
FAAS
First Allied Advisory Services
San Diego,
California
|
-$1.48M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AL
176
Aspiriant LLC
Los Angeles,
California
| – | -$476K | -9,588 | Closed |
|
177
Wolverine Trading
Chicago,
Illinois
| – | -$203K | -4,083 | Closed |
|
|
NIA
178
Northstar Investment Advisors
Denver,
Colorado
| – | -$208K | -1,790 | Closed |
|
|
BIM
179
BlackRock Investment Management
Wilmington,
Delaware
| – | -$25K | -500 | Closed |
|
|
WIC
180
Woodmont Investment Counsel
Nashville,
Tennessee
| – | -$10K | -201 | Closed |
|
|
ACM
181
Argentus Capital Management
Dallas,
Texas
| – | -$7K | -139 | Closed |
|
|
GI
182
Gradient Investments
Arden Hills,
Minnesota
| – | -$3K | -57 | Closed |
|
VTIP Hedge Fund Activity: Q4 2016 in Review
173 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) for Q4 2016, worth a combined $1.52B — up 26% from $1.2B a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new VTIP positions and 9 closed out — a net gain of 26 holders — while 77 added to existing stakes and 39 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $120M. The largest seller was AssetMark Inc, cutting an estimated $14.1M.
- 173 institutional investors held Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) as of Q4 2016, up from 150 in Q3 2016.
- Funds reported $1.52B of Vanguard Short-Term Inflation-Protected Securities Index Fund stock for Q4 2016, up 26% quarter-over-quarter.
- 35 funds opened new Vanguard Short-Term Inflation-Protected Securities Index Fund positions in Q4 2016 and 9 closed out, a net change of +26 holders.
- The largest Vanguard Short-Term Inflation-Protected Securities Index Fund buyer in Q4 2016 was JP Morgan Chase, an estimated $120M added.
- The largest Vanguard Short-Term Inflation-Protected Securities Index Fund seller in Q4 2016 was AssetMark Inc, an estimated $14.1M sold.
Based on aggregated 13F filings for Q4 2016.