Equity and Debt

 C

 
Type Mil USD
Equity 220,848.0
Debt 236,112.0
 

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 2,127 11.95 Premium 4,040 7.05
New Owners Premium 196 61.98 Premium 181 -7.18
Sold Out Premium 147 88.46 Premium 122 -20.26
# of Owners Buying Premium 759 3.69 Premium 1,020 -1.54
# of Owners Selling Premium 742 12.59 Premium 1,208 13.96
Total Shares Owned (Mil) Premium 2,421 6.06 Premium 1,274 4.97
Total Shares Bought (Mil) Premium 321 143.08 Premium 39 -3.38
Total Shares Sold (Mil) Premium 136 9.90 Premium 35 -6.75
Net Share Change (Mil) Premium 186 2032.04 Premium 3 62.52

Fund Owners' Style

 C

997 2,200 672 Lg
79 64 17 Md
6 5 0 Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 997 395,101,823 9,333,470 8,389,076 0.24
Large Blend 2,200 666,636,387 17,206,712 13,827,607 0.51
Large Growth 672 192,626,871 11,721,245 10,065,476 0.87
Mid Value 79 9,967,565 214,127 620,332 -3.92
Mid Blend 64 5,997,572 105,097 195,706 -1.49
Mid Growth 17 3,528,387 58,500 1,998,109 -35.47
Small Value 6 174,180 1,500 22,641 -10.82
Small Blend 5 31,896 -- 882 --
Small Growth 0 0 -- 16,251 --
Total 4,040 1,274,064,681 38,640,651 35,136,080 0.28
Data displayed as of  12/31/2015

Equity Ownership

 C

Name Ownership Trend
Previous 8 Qtrs
Shares Change % Total
Shares Held
% Total
Assets
Date
Vanguard Total Stock Mkt Idx Premium 51,916,315 372,516 1.74 0.67 12/31/2015
Vanguard 500 Index Inv Premium 36,372,174 197,626 1.22 0.86 12/31/2015
Vanguard Institutional Index I Premium 32,259,152 -24,300 1.08 0.86 12/31/2015
SPDR® S&P 500 ETF Premium 30,599,520 271,360 0.81 0.73 01/27/2016
Fidelity® Contrafund® Premium 19,326,976 1,353,600 0.65 0.94 11/30/2015
Total: Top 5 funds Premium 170,474,137 2,170,802 5.5

Bond Ownership

 C

Name Long-Term
Par Value
Change Short-Term
Par Value(<5Y)
Change Total
Par Value
Vanguard Wellington™ 53,325,000 -- 108,460,000 -- 161,785,000
Metropolitan West Total Return Bond Fund 84,149,000 -- 100,155,000 61,032,000 184,304,000
Dodge & Cox Income Fund 0 -20,000,000 120,345,000 -20,000,000 120,345,000
Vanguard Total Bond Market Index Fund 52,115,000 -304,000 32,137,000 -48,430,000 84,252,000
Lord Abbett Short Duration Income Fund 0 -9,465,000 82,516,000 -9,465,000 82,516,000
Vanguard Short-Term Investment-Grade 0 -- 72,100,000 -- 72,100,000
Vanguard Wellesley Income 12,380,000 -15,000,000 54,500,000 -- 66,880,000
Vanguard Total Bond Market II Index Fund 26,567,000 -301,000 19,268,000 -29,085,000 45,835,000
Vanguard Intermediate-Term Invmt-Grd 0 -3,000,000 46,808,000 -3,000,000 46,808,000
iShares 1-3 Year Credit Bond 0 -- 44,367,000 -- 44,367,000
Total: Top 10 funds 228,536,000 -15,605,000 680,656,000 -48,948,000 909,192,000
Bond Ownership for Funds only
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Peer Comparison

 C

Equity Ownership C  
Go
 
Go
 
Go
Market Cap (Mil USD) 118,743 212,585 134,424 ---
# of Institution Owners 2,127 3,011 2,348 ---
# of Fund Owners 4040 4361 3182 ---
% Owned by Institutions 81.29 78.14 65.28 ---
% Owned by Funds 42.07 43.20 32.90 ---
% Owned by Insiders 0.1 0.07 0.03 ---