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

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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 1,979 1.70 Premium 3,756 4.19
New Owners Premium 136 0.00 Premium 125 37.36
Sold Out Premium 170 29.77 Premium 217 6.37
# of Owners Buying Premium 676 5.96 Premium 978 10.51
# of Owners Selling Premium 766 0.66 Premium 1,137 0.26
Total Shares Owned (Mil) Premium 2,221 -0.09 Premium 1,201 -0.31
Total Shares Bought (Mil) Premium 152 0.93 Premium 45 29.76
Total Shares Sold (Mil) Premium 239 54.90 Premium 67 51.68
Net Share Change (Mil) Premium -87 2114.78 Premium -22 129.50

Fund Owners' Style

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988 1,961 639 Lg
78 52 20 Md
11 6 1 Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 988 417,609,717 20,672,120 22,662,998 -0.47
Large Blend 1,961 577,681,614 14,870,708 14,409,127 0.08
Large Growth 639 182,330,710 7,203,975 29,010,667 -10.68
Mid Value 78 17,231,251 1,883,869 325,329 9.94
Mid Blend 52 3,720,208 271,401 293,083 -0.58
Mid Growth 20 1,723,882 19,548 292,195 -13.66
Small Value 11 190,765 760 6,024 -2.69
Small Blend 6 26,172 8,900 1,022 43.06
Small Growth 1 10,600 -- -- --
Total 3,756 1,200,524,919 44,931,281 67,000,445 -1.81
Data displayed as of  04/30/2016

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 54,974,922 488,420 1.87 0.6 04/30/2016
Vanguard 500 Index Inv Premium 37,296,319 120,815 1.27 0.75 04/30/2016
Vanguard Institutional Index I Premium 32,657,239 64,077 1.11 0.75 04/30/2016
SPDR® S&P 500 ETF Premium 29,227,388 8,445 0.99 0.75 05/24/2016
Fidelity® Contrafund® Premium 22,797,976 861,500 0.78 0.89 03/31/2016
Vanguard Windsor™ II Inv Premium 20,386,954 1,327,110 0.69 1.91 03/31/2016
Financial Select Sector SPDR® ETF Premium 16,832,254 -19,975 0.57 4.59 05/24/2016
Fidelity Spartan® 500 Index Inv Premium 15,167,983 41,873 0.52 0.67 03/31/2016
Vanguard Value Index Inv Premium 11,542,769 115,638 0.39 1.33 04/30/2016
Invesco Comstock A Premium 12,252,457 238,876 0.42 4.32 03/31/2016
Total: Top 10 funds Premium 253,136,261 3,246,779 8.61

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 -- 120,345,000 -- 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 -- 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 -8,037,000 371,957,000 -108,460,000 654,099,000
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) 135,330 237,793 150,997 ---
# of Institution Owners 1,979 2,889 2,294 ---
# of Fund Owners 3756 4289 3084 ---
% Owned by Institutions 75.58 80.16 66.51 ---
% Owned by Funds 40.81 42.31 33.20 ---
% Owned by Insiders 0.12 0.08 0.05 ---