Vanguard High Dividend Yield ETF
VYM
247 hedge funds and large institutions have $1.84B invested in Vanguard High Dividend Yield ETF in 2013 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 93 increasing their positions, 65 reducing their positions, and 8 closing their positions.
525% more first-time investments, than exits
New positions opened: 50 | Existing positions closed: 8
43% more repeat investments, than reductions
Existing positions increased: 93 | Existing positions reduced: 65
38% more funds holding in top 10
Funds holding in top 10: 16 → 22 (+6)
17% more funds holding
Funds holding: 211 → 247 (+36)
5% more capital invested
Capital invested by funds: $1.76B → $1.84B (+$84.3M)
1.36% less ownership
Funds ownership: 26.89% → 25.53% (-1.4%)
79% less call options, than puts
Call options by funds: $318K | Put options by funds: $1.51M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$8.38M |
| 2 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$7.19M |
| 3 |
JP Morgan Chase
New York
|
+$7.04M |
| 4 |
Jones Financial Companies
Des Peres,
Missouri
|
+$5.59M |
| 5 |
KFS
KMS Financial Services
Seattle,
Washington
|
+$5.33M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$148M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$18.7M |
| 3 |
Barclays
London,
United Kingdom
|
-$6.87M |
| 4 |
GMA
Goldstein Munger & Associates
San Ramon,
California
|
-$3.45M |
| 5 |
CCM
Condor Capital Management
Martinsville,
New Jersey
|
-$2M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LC
251
Lourd Capital
Beverly Hills,
California
| – | -$862K | -15,000 | Closed |
|
|
FA
252
FDx Advisors
Chicago,
Illinois
| – | -$336K | -5,849 | Closed |
|
|
NI
253
Numeric Investors
Boston,
Massachusetts
| – | -$213K | -3,700 | Closed |
|
254
Nomura Holdings
Tokyo,
Japan
| – | -$63K | -1,100 | Closed |
|
|
PVH
255
Psagot Value Holdings
Tel Aviv,
Israel
| – | -$6K | -96 | Closed |
|
VYM Hedge Fund Activity: Q4 2013 in Review
247 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Vanguard High Dividend Yield ETF (VYM) for Q4 2013, worth a combined $1.84B — up 4.8% from $1.76B a quarter earlier.
Buyers outnumbered sellers: 50 funds opened new VYM positions and 8 closed out — a net gain of 42 holders — while 93 added to existing stakes and 65 trimmed.
The largest buyer was Bank of America, adding an estimated $8.38M. The largest seller was Vanguard Group, cutting an estimated $148M.
- 247 institutional investors held Vanguard High Dividend Yield ETF (VYM) as of Q4 2013, up from 211 in Q3 2013.
- Funds reported $1.84B of Vanguard High Dividend Yield ETF stock for Q4 2013, up 4.8% quarter-over-quarter.
- 50 funds opened new Vanguard High Dividend Yield ETF positions in Q4 2013 and 8 closed out, a net change of +42 holders.
- The largest Vanguard High Dividend Yield ETF buyer in Q4 2013 was Bank of America, an estimated $8.38M added.
- The largest Vanguard High Dividend Yield ETF seller in Q4 2013 was Vanguard Group, an estimated $148M sold.
Based on aggregated 13F filings for Q4 2013.