Equity and Debt

 C

 
Type Mil USD
Equity 204,339.0
Debt 280,060.0
 

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 1,986 16.89 Premium 3,968 6.93
New Owners Premium 283 131.97 Premium 203 7.98
Sold Out Premium 119 29.35 Premium 164 25.19
# of Owners Buying Premium 710 5.03 Premium 1,178 -5.84
# of Owners Selling Premium 654 13.94 Premium 1,116 34.78
Total Shares Owned (Mil) Premium 2,419 14.45 Premium 1,148 7.63
Total Shares Bought (Mil) Premium 365 156.03 Premium 55 47.81
Total Shares Sold (Mil) Premium 123 17.23 Premium 43 -7.79
Net Share Change (Mil) Premium 242 539.94 Premium 13 -239.17

Fund Owners' Style

 C

1,046 2,086 684 Lg
62 47 25 Md
10 8 -- Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 1,046 328,950,473 15,149,851 6,227,689 2.79
Large Blend 2,086 571,162,625 27,177,149 15,655,829 2.06
Large Growth 684 236,550,844 10,953,916 19,684,799 -3.56
Mid Value 62 5,541,187 1,306,330 760,532 10.93
Mid Blend 47 3,443,044 279,393 393,671 -3.21
Mid Growth 25 2,230,431 479,142 79,449 21.83
Small Value 10 138,449 11,030 26,500 -10.05
Small Blend 8 27,250 4,200 -- --
Small Growth -- -- -- -- --
Total 3,968 1,148,044,303 55,361,011 42,828,469 1.1
Data displayed as of  03/31/2014

Equity Ownership

 C

Name Ownership Trend
Previous 8 Qtrs
Shares Change % Total
Shares Held
% Total
Assets
Date
Vanguard Total Stock Mkt Idx Premium 44,616,705 580,405 1.47 0.66 03/31/2014
Vanguard Institutional Index I Premium 30,235,362 207,000 1.00 0.86 03/31/2014
Vanguard 500 Index Inv Premium 29,913,722 327,544 0.99 0.86 03/31/2014
SPDR S&P 500 Premium 28,823,585 -613,339 0.95 0.88 04/14/2014
Fidelity® Contrafund® Premium 25,783,128 -2,614,040 0.85 1.1 02/28/2014
Vanguard Windsor™ II Inv Premium 19,144,044 166,600 0.63 2.1 12/31/2013
Financial Select Sector SPDR® Premium 19,868,964 -43,015 0.66 5.46 04/14/2014
American Funds Growth Fund of Amer A Premium 17,729,500 -500,000 0.59 0.7 12/31/2013
SSgA S&P 500 Index Strategy Premium 18,240,610 741,483 0.60 0.93 03/31/2013
American Funds Fundamental Invs A Premium 14,685,000 0 0.48 1.18 12/31/2013
Total: Top 10 funds Premium 249,040,620 -1,747,362 8.22

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 0 192,000 255,272,000 192,000 255,272,000
PIMCO Short Term Fund 0 101,839,000 195,154,000 101,839,000 195,154,000
Vanguard Long Term Investment Grade Fund 172,420,000 -17,048,000 0 -- 172,420,000
PIMCO Total Return Fund 0 731,000 137,078,000 731,000 137,078,000
Vanguard Wellington™ 75,000,000 -- 30,000,000 -- 105,000,000
PIMCO Stocksplus AR Short Strategy Fund 0 19,900,000 87,800,000 19,900,000 87,800,000
Metropolitan West Total Return Bond Fund 61,134,000 11,385,000 38,073,000 -- 99,207,000
Vanguard Total Bond Market Index Fund 44,425,000 250,000 32,940,000 -- 77,365,000
Vanguard Wellesley Income 74,000,000 -3,162,000 0 -- 74,000,000
Vanguard Short-Term Investment-Grade 0 -- 72,015,000 -- 72,015,000
Total: Top 10 funds 426,979,000 -8,575,000 848,332,000 122,662,000 1,275,311,000
Bond Ownership for Funds only
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Peer Comparison

 C

Equity Ownership C  
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Market Cap (Mil USD) 144,748 208,124 169,090 ---
# of Institution Owners 1,986 2,663 2,042 ---
# of Fund Owners 3968 4270 2869 ---
% Owned by Institutions 73.35 78.46 64.62 ---
% Owned by Funds 37.82 39.14 29.38 ---
% Owned by Insiders 0.12 0.14 0.03 ---