Equity and Debt

 C

 
Type Mil USD
Equity 210,534.0
Debt 281,415.0
 

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 2,065 18.81 Premium 3,819 7.15
New Owners Premium 279 121.43 Premium 191 6.11
Sold Out Premium 105 15.38 Premium 143 -21.43
# of Owners Buying Premium 711 8.38 Premium 1,050 5.32
# of Owners Selling Premium 685 13.22 Premium 955 3.80
Total Shares Owned (Mil) Premium 2,533 16.14 Premium 1,235 7.31
Total Shares Bought (Mil) Premium 380 139.11 Premium 59 11.76
Total Shares Sold (Mil) Premium 133 34.69 Premium 37 9.03
Net Share Change (Mil) Premium 248 309.20 Premium 22 16.75

Fund Owners' Style

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1,067 2,063 536 Lg
76 54 14 Md
7 1 1 Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 1,067 399,603,353 16,958,619 6,568,960 2.67
Large Blend 2,063 662,896,616 35,065,669 24,202,622 1.67
Large Growth 536 151,160,200 6,581,626 5,741,873 0.56
Mid Value 76 12,823,301 20,978 347,091 -2.48
Mid Blend 54 6,949,552 543,691 411,068 1.95
Mid Growth 14 1,587,804 60,786 12,220 3.16
Small Value 7 132,586 13,505 400 10.97
Small Blend 1 21,300 -- -- --
Small Growth 1 6,000 -- -- --
Total 3,819 1,235,180,712 59,244,874 37,284,234 1.81
Data displayed as of  03/31/2015

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 50,812,503 657,850 1.67 0.65 03/31/2015
Vanguard 500 Index Inv Premium 34,101,376 358,316 1.12 0.85 03/31/2015
Vanguard Institutional Index I Premium 31,976,031 390,400 1.05 0.85 03/31/2015
SPDR® S&P 500 ETF Premium 29,553,677 583,110 1.00 0.85 04/24/2015
Vanguard Windsor™ II Inv Premium 21,153,544 -9,000 0.70 2.26 12/31/2014
Financial Select Sector SPDR® ETF Premium 17,457,581 0 0.59 5.35 04/24/2015
Fidelity Spartan® 500 Index Inv Premium 14,286,554 180,036 0.47 0.84 02/28/2015
Vanguard Wellington™ Inv Premium 12,813,360 78,450 0.42 0.78 12/31/2014
SSgA S&P 500 Index Strategy Premium 11,823,763 5,938,050 0.39 0.87 12/31/2014
CREF Stock Premium 11,935,600 498,186 0.39 0.49 02/28/2015
Total: Top 10 funds Premium 235,913,989 8,675,398 7.8

Bond Ownership

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Name Long-Term
Par Value
Change Short-Term
Par Value(<5Y)
Change Total
Par Value
Vanguard Wellington™ 83,325,000 -- 138,460,000 -- 221,785,000
Vanguard Total Bond Market Index Fund 84,359,000 400,000 112,669,000 -1,250,000 197,028,000
Vanguard Long Term Investment Grade Fund 161,040,000 -1,145,000 0 -- 161,040,000
iShares iBoxx $ Invst Grade Crp Bond 71,335,000 -- 55,102,000 -- 126,437,000
Vanguard Wellesley Income 77,380,000 -- 54,500,000 -- 131,880,000
Dodge & Cox Income Fund 0 -- 140,345,000 -- 140,345,000
Metropolitan West Total Return Bond Fund 84,149,000 23,015,000 62,732,000 -- 146,881,000
Vanguard Total Bond Market II Index Fund 44,689,000 -- 61,968,000 -265,000 106,657,000
Vanguard Short-Term Investment-Grade 0 9,760,000 99,457,000 9,760,000 99,457,000
Loomis Sayles Bond Fund 64,070,000 -- 24,080,000 -- 88,150,000
Total: Top 10 funds 670,347,000 22,270,000 749,313,000 8,245,000 1,419,660,000
Bond Ownership for Funds only
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Peer Comparison

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Equity Ownership C  
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Market Cap (Mil USD) 160,491 233,392 164,526 ---
# of Institution Owners 2,065 2,687 2,166 ---
# of Fund Owners 3819 4119 3026 ---
% Owned by Institutions 76.93 80.59 66.99 ---
% Owned by Funds 40.52 41.61 32.33 ---
% Owned by Insiders 0.13 0.15 0.03 ---