Equity and Debt

 C

 
Type Mil USD
Equity 208,462.0
Debt 281,650.0
 

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 2,071 6.37 Premium 3,906 3.31
New Owners Premium 272 18.78 Premium 222 27.59
Sold Out Premium 187 30.77 Premium 175 -15.46
# of Owners Buying Premium 768 9.40 Premium 1,235 12.89
# of Owners Selling Premium 657 -2.09 Premium 996 -11.55
Total Shares Owned (Mil) Premium 2,386 10.17 Premium 1,092 -1.14
Total Shares Bought (Mil) Premium 430 183.97 Premium 63 49.95
Total Shares Sold (Mil) Premium 225 82.24 Premium 62 56.94
Net Share Change (Mil) Premium 205 631.10 Premium 2 -44.13

Fund Owners' Style

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1,129 2,050 576 Lg
63 44 25 Md
12 5 2 Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 1,129 353,932,802 18,593,694 9,182,236 2.73
Large Blend 2,050 568,648,693 32,114,761 22,115,665 1.79
Large Growth 576 152,689,262 9,238,520 28,100,233 -10.99
Mid Value 63 6,231,378 265,249 1,166,767 -12.64
Mid Blend 44 5,831,890 2,038,360 117,176 49.13
Mid Growth 25 3,999,324 847,209 701,592 3.78
Small Value 12 185,120 24,919 2,047 14.1
Small Blend 5 17,980 4,900 1,700 21.65
Small Growth 2 1,100 -- -- --
Total 3,906 1,091,537,549 63,127,612 61,387,416 0.16
Data displayed as of  06/30/2014

Equity Ownership

 C

Name Ownership Trend
Previous 8 Qtrs
Shares Change % Total
Shares Held
% Total
Assets
Date
Vanguard Total Stock Mkt Idx Premium 45,916,428 121,487 1.51 0.62 06/30/2014
Vanguard 500 Index Inv Premium 31,254,121 263,281 1.03 0.82 06/30/2014
SPDR S&P 500 Premium 29,697,745 -235,566 1.03 0.85 07/18/2014
Vanguard Institutional Index I Premium 30,518,803 110,300 1.00 0.82 06/30/2014
Financial Select Sector SPDR® ETF Premium 19,819,931 -67,705 0.69 5.32 07/18/2014
Vanguard Windsor™ II Inv Premium 20,384,044 1,240,000 0.67 2.01 03/31/2014
Fidelity Spartan® 500 Index Inv Premium 12,961,051 73,181 0.43 0.83 05/31/2014
Vanguard Wellington™ Inv Premium 12,734,910 1,631,600 0.42 0.72 03/31/2014
Fidelity® Contrafund® Premium 10,843,228 -3,360,400 0.36 0.48 05/31/2014
CREF Stock Premium 10,802,457 -758,480 0.36 0.4 05/31/2014
Total: Top 10 funds Premium 224,932,718 -982,302 7.5

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 8,690,000 263,962,000 8,690,000 263,962,000
PIMCO Short Term Fund 0 -100,000 195,054,000 -100,000 195,054,000
Vanguard Long Term Investment Grade Fund 163,165,000 -9,255,000 0 -- 163,165,000
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 47,474,000 -3,701,000 28,815,000 -- 76,289,000
Vanguard Wellesley Income 74,000,000 -- 0 -- 74,000,000
Vanguard Short-Term Investment-Grade 0 -- 72,015,000 -- 72,015,000
Total: Top 10 funds 420,773,000 -12,956,000 852,772,000 8,565,000 1,273,545,000
Bond Ownership for Funds only
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Peer Comparison

 C

Equity Ownership C  
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Market Cap (Mil USD) 149,915 220,422 163,203 ---
# of Institution Owners 2,071 2,840 2,163 ---
# of Fund Owners 3906 4255 2812 ---
% Owned by Institutions 72.18 78.91 63.86 ---
% Owned by Funds 36.07 39.68 28.59 ---
% Owned by Insiders 0.12 0.13 0.03 ---