Equity and Debt

 C

 
Type Mil USD
Equity 230,019.0
Debt 319,741.0
 

Equity Owners

 C

 
Type Mil USD
Institutions
Mutual Funds
Insiders
 

Owner Activity

 C

Institutions Funds
Name Ownership Trend
Previous 8 Qtrs
Current % Chg from
Prev Qtr
Ownership Trend
Previous 8 Qtrs
Current % Chg from
Prev Qtr
Total Owners Premium 1,958 11.31 Premium 3,622 13.22
New Owners Premium 154 25.20 Premium 146 32.73
Sold Out Premium 107 10.31 Premium 155 -12.92
# of Owners Buying Premium 683 9.63 Premium 907 23.74
# of Owners Selling Premium 741 5.26 Premium 1,232 4.32
Total Shares Owned (Mil) Premium 1,908 0.68 Premium 1,201 3.92
Total Shares Bought (Mil) Premium 142 2.06 Premium 48 33.19
Total Shares Sold (Mil) Premium 168 -3.67 Premium 42 -23.75
Net Share Change (Mil) Premium -26 -26.40 Premium 6 -129.00

Fund Owners' Style

 C

895 1,965 599 Lg
65 64 21 Md
11 2 -- Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 895 394,594,410 27,915,692 15,184,934 3.33
Large Blend 1,965 601,728,758 9,483,557 18,388,993 -1.46
Large Growth 599 190,345,091 10,196,621 7,841,782 1.25
Mid Value 65 10,313,003 88,519 175,112 -0.83
Mid Blend 64 2,689,760 71,807 217,621 -5.14
Mid Growth 21 933,290 24,424 1,806 2.48
Small Value 11 98,600 -- 9,110 --
Small Blend 2 69,700 -- 164,064 --
Small Growth -- -- -- -- --
Total 3,622 1,200,772,612 47,780,620 41,983,422 0.49
Data displayed as of  07/31/2017

Equity Ownership

 C

Name Ownership Trend
Previous 8 Qtrs
Shares Change % Total
Shares Held
% Total
Assets
Date
Vanguard Total Stock Mkt Idx Premium 63,394,487 -1,859,250 2.33 0.72 06/30/2017
Vanguard 500 Index Inv Premium 43,518,425 287,377 1.60 0.88 06/30/2017
SPDR® S&P 500 ETF Premium 31,302,719 44,884 1.13 0.88 08/10/2017
Fidelity® Contrafund® Premium 30,600,346 689,400 1.12 1.8 06/30/2017
Vanguard Institutional Index I Premium 30,205,658 -213,503 1.11 0.88 06/30/2017
Total: Top 5 funds Premium 199,021,635 -1,051,092 7.29

Bond Ownership

 C

Name Long-Term
Par Value
Change Short-Term
Par Value(<5Y)
Change Total
Par Value
Metropolitan West Total Return Bond Fund 78,535,297 -18,594,554 180,793,000 -31,236,000 259,328,297
Vanguard Total Bond Market Index Fund 52,104,000 -- 31,211,000 -- 83,315,000
Vanguard Wellington™ 49,638,000 -- 0 -- 49,638,000
Vanguard Total Bond Market II Index Fund 27,417,000 -- 18,526,000 -- 45,943,000
iShares iBoxx $ Invst Grade Crp Bond 34,898,000 -- 0 -- 34,898,000
Fidelity® Conservative Income Bond Fund 0 -- 38,239,000 -- 38,239,000
iShares Floating Rate Bond 0 -- 33,891,000 -- 33,891,000
VA CollegeAmerica Bond Fund of America 0 -- 30,685,000 -- 30,685,000
iShares Core US Aggregate Bond 14,160,000 -- 7,130,000 -- 21,290,000
Vanguard Long-Term Bond Index Fund 20,169,000 451,000 0 -- 20,169,000
Total: Top 10 funds 276,921,297 -18,143,554 340,475,000 -31,236,000 617,396,297
Bond Ownership for Funds only
Customize Peer Comparison by entering your own tickers below

Peer Comparison

 C

Equity Ownership C  
Go
 
Go
 
Go
Market Cap (Mil USD) 181,401 319,311 232,671 ---
# of Institution Owners 1,958 2,907 2,394 ---
# of Fund Owners 3622 4419 3494 ---
% Owned by Institutions 69.81 74.31 63.76 ---
% Owned by Funds 44.01 42.46 36.50 ---
% Owned by Insiders 0.12 0.08 0.06 ---