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 1,983 16.72 Premium 3,957 6.63
New Owners Premium 286 134.43 Premium 201 6.91
Sold Out Premium 115 25.00 Premium 154 17.56
# of Owners Buying Premium 721 6.66 Premium 1,298 3.76
# of Owners Selling Premium 638 11.15 Premium 991 19.69
Total Shares Owned (Mil) Premium 2,419 14.44 Premium 1,147 7.51
Total Shares Bought (Mil) Premium 369 158.39 Premium 58 55.39
Total Shares Sold (Mil) Premium 123 17.02 Premium 44 -6.15
Net Share Change (Mil) Premium 246 549.40 Premium 15 -262.26

Fund Owners' Style

 C

1,025 2,096 685 Lg
64 48 23 Md
8 8 -- Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 1,025 329,206,662 18,307,150 6,411,575 3.75
Large Blend 2,096 569,518,116 26,824,244 16,394,472 1.87
Large Growth 685 236,826,512 10,988,908 19,536,062 -3.48
Mid Value 64 5,511,113 1,311,586 738,910 11.6
Mid Blend 48 3,459,202 279,688 399,666 -3.35
Mid Growth 23 2,215,254 476,083 82,332 21.62
Small Value 8 97,340 8,000 26,500 -15.97
Small Blend 8 27,250 4,200 -- --
Small Growth -- -- -- -- --
Total 3,957 1,146,861,449 58,199,859 43,589,517 1.29
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 44,036,300 353,485 1.45 0.67 02/28/2014
Vanguard Institutional Index I Premium 30,028,362 61,900 0.99 0.89 02/28/2014
Vanguard 500 Index Inv Premium 29,586,178 158,711 0.97 0.88 02/28/2014
SPDR S&P 500 Premium 29,436,924 -392,469 0.93 0.85 04/11/2014
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
American Funds Growth Fund of Amer A Premium 17,729,500 -500,000 0.59 0.7 12/31/2013
Financial Select Sector SPDR® Premium 19,911,979 -362,555 0.63 5.28 04/11/2014
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 248,582,025 -2,386,885 8.12

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  
Go
 
Go
 
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Market Cap (Mil USD) 138,705 209,411 166,659 ---
# of Institution Owners 1,983 2,646 2,030 ---
# of Fund Owners 3957 4267 2748 ---
% Owned by Institutions 73.35 78.45 64.61 ---
% Owned by Funds 37.67 39.09 29.34 ---
% Owned by Insiders 0.13 0.14 0.03 ---