Equity and Debt

 C

 
Type Mil USD
Equity 227,522.0
Debt 228,728.0
 

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 1,964 6.80 Premium 3,818 1.11
New Owners Premium 144 38.46 Premium 134 -7.59
Sold Out Premium 122 -6.87 Premium 191 -17.32
# of Owners Buying Premium 654 -6.97 Premium 1,048 6.07
# of Owners Selling Premium 753 17.11 Premium 1,114 7.01
Total Shares Owned (Mil) Premium 2,159 -3.24 Premium 1,230 1.84
Total Shares Bought (Mil) Premium 124 10.61 Premium 45 42.04
Total Shares Sold (Mil) Premium 126 -7.32 Premium 46 27.15
Net Share Change (Mil) Premium -2 -92.40 Premium -1 -84.62

Fund Owners' Style

 C

973 2,032 631 Lg
90 48 27 Md
10 6 1 Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 973 409,307,797 15,912,078 9,409,699 1.61
Large Blend 2,032 620,077,126 18,713,305 16,381,101 0.38
Large Growth 631 179,009,083 10,456,123 14,971,603 -2.46
Mid Value 90 15,972,692 199,380 338,493 -0.86
Mid Blend 48 1,507,107 66,283 206,860 -8.53
Mid Growth 27 3,553,472 128,733 4,504,725 -55.19
Small Value 10 192,355 679 8,024 -3.68
Small Blend 6 26,472 750 3,022 -7.9
Small Growth 1 103 -- -- --
Total 3,818 1,229,646,207 45,477,331 45,823,527 -0.03
Data displayed as of  03/31/2016

Equity Ownership

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Name Ownership Trend
Previous 8 Qtrs
Shares Change % Total
Shares Held
% Total
Assets
Date
Vanguard Total Stock Mkt Idx Premium 54,486,502 423,728 1.85 0.54 03/31/2016
Vanguard 500 Index Inv Premium 37,175,504 62,044 1.26 0.68 03/31/2016
Vanguard Institutional Index I Premium 32,593,162 -38,700 1.11 0.68 03/31/2016
SPDR® S&P 500 ETF Premium 29,818,347 -774,312 1.09 0.72 04/18/2016
Vanguard Windsor™ II Inv Premium 19,059,844 -1,122,600 0.65 2.18 12/31/2015
Total: Top 5 funds Premium 173,133,359 -1,449,840 5.96

Bond Ownership

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Name Long-Term
Par Value
Change Short-Term
Par Value(<5Y)
Change Total
Par Value
Metropolitan West Total Return Bond Fund 84,199,000 50,000 100,155,000 -- 184,354,000
Dodge & Cox Income Fund 0 -20,000,000 120,345,000 -20,000,000 120,345,000
Vanguard Total Bond Market Index Fund 52,065,000 -- 32,137,000 -- 84,202,000
Vanguard Wellington™ 49,638,000 -3,687,000 0 -108,460,000 49,638,000
iShares iBoxx $ Invst Grade Crp Bond 36,728,000 150,000 1,250,000 -- 37,978,000
Vanguard Total Bond Market II Index Fund 27,217,000 -- 14,323,000 -- 41,540,000
iShares 1-3 Year Credit Bond 0 -- 36,947,000 -- 36,947,000
Vanguard Long Term Investment Grade Fund 32,295,000 -4,400,000 0 -- 32,295,000
PIMCO StocksPLUS® Short Fund 0 -- 35,500,000 -- 35,500,000
PIMCO RAE Low Volatility PLUS EMG Fund 0 -- 31,300,000 -- 31,300,000
Total: Top 10 funds 282,142,000 -7,887,000 371,957,000 -128,460,000 654,099,000
Bond Ownership for Funds only
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Peer Comparison

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Equity Ownership C  
Go
 
Go
 
Go
Market Cap (Mil USD) 133,745 228,761 147,505 ---
# of Institution Owners 1,964 2,815 2,228 ---
# of Fund Owners 3818 4297 3131 ---
% Owned by Institutions 73.47 76.41 64.59 ---
% Owned by Funds 41.94 42.38 33.28 ---
% Owned by Insiders 0.12 0.08 0.05 ---