Equity and Debt

 C

 
Type Mil USD
Equity 211,362.0
Debt 286,518.0
 

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 2,069 18.50 Premium 3,898 3.18
New Owners Premium 246 66.22 Premium 256 0.00
Sold Out Premium 173 -1.70 Premium 181 -45.15
# of Owners Buying Premium 736 0.96 Premium 1,248 -4.37
# of Owners Selling Premium 696 17.37 Premium 999 11.87
Total Shares Owned (Mil) Premium 2,395 12.50 Premium 1,095 2.69
Total Shares Bought (Mil) Premium 375 72.20 Premium 65 -12.18
Total Shares Sold (Mil) Premium 164 -25.52 Premium 58 -45.12
Net Share Change (Mil) Premium 212 -12189.24 Premium 7 -120.21

Fund Owners' Style

 C

1,156 2,045 549 Lg
60 51 21 Md
11 2 3 Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 1,156 371,512,780 16,827,404 9,794,916 1.93
Large Blend 2,045 568,856,118 36,144,951 21,509,436 2.64
Large Growth 549 137,595,255 9,236,321 25,493,306 -10.57
Mid Value 60 6,708,020 386,024 1,115,980 -9.81
Mid Blend 51 9,161,794 2,140,479 69,588 29.2
Mid Growth 21 1,061,787 5,439 102,226 -8.35
Small Value 11 176,540 17,979 2,727 9.46
Small Blend 2 14,800 11,300 830 241.8
Small Growth 3 4,100 3,000 -- --
Total 3,898 1,095,091,194 64,772,897 58,089,009 0.61
Data displayed as of  07/31/2014

Equity Ownership

 C

Name Ownership Trend
Previous 8 Qtrs
Shares Change % Total
Shares Held
% Total
Assets
Date
Vanguard Total Stock Mkt Idx Premium 46,344,903 428,475 1.53 0.66 07/31/2014
Vanguard 500 Index Inv Premium 31,180,691 -73,430 1.03 0.86 07/31/2014
Vanguard Institutional Index I Premium 30,925,510 406,707 1.02 0.86 07/31/2014
SPDR S&P 500 Premium 29,083,225 -305,553 1.00 0.87 08/22/2014
Vanguard Windsor™ II Inv Premium 21,833,844 1,449,800 0.72 2.03 06/30/2014
Financial Select Sector SPDR® ETF Premium 19,155,968 225,273 0.66 5.43 08/22/2014
Fidelity Spartan® 500 Index Inv Premium 13,053,070 92,019 0.43 0.8 06/30/2014
Vanguard Wellington™ Inv Premium 12,734,910 0 0.42 0.68 06/30/2014
Invesco Comstock A Premium 10,662,151 512,231 0.35 3.86 06/30/2014
CREF Stock Premium 9,960,459 -841,998 0.33 0.36 06/30/2014
Total: Top 10 funds Premium 224,934,731 1,893,524 7.49

Bond Ownership

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Name Long-Term
Par Value
Change Short-Term
Par Value(<5Y)
Change Total
Par Value
Lord Abbett Short Duration Income Fund 0 -- 263,962,000 -- 263,962,000
PIMCO Short Term Fund 0 -100,000 195,054,000 -100,000 195,054,000
Vanguard Long Term Investment Grade Fund 158,806,000 -4,359,000 0 -- 158,806,000
PIMCO Total Return Fund 0 -25,000 137,053,000 -25,000 137,053,000
Vanguard Wellington™ 75,000,000 -- 30,000,000 -- 105,000,000
Metropolitan West Total Return Bond Fund 61,134,000 -- 38,073,000 -- 99,207,000
PIMCO Stocksplus AR Short Strategy Fund 0 -- 87,800,000 -- 87,800,000
Vanguard Total Bond Market Index Fund 47,224,000 -250,000 29,215,000 400,000 76,439,000
Vanguard Wellesley Income 74,000,000 -- 0 -- 74,000,000
Vanguard Short-Term Investment-Grade 0 -100,000 71,915,000 -100,000 71,915,000
Total: Top 10 funds 416,164,000 -4,609,000 853,072,000 175,000 1,269,236,000
Bond Ownership for Funds only
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Peer Comparison

 C

Equity Ownership C  
Go
 
Go
 
Go
Market Cap (Mil USD) 154,408 219,997 169,621 ---
# of Institution Owners 2,069 2,832 2,169 ---
# of Fund Owners 3898 4267 2775 ---
% Owned by Institutions 72.64 79.08 63.34 ---
% Owned by Funds 36.24 40.25 28.88 ---
% Owned by Insiders 0.12 0.13 0.03 ---