Equity and Debt

 C

 
Type Mil USD
Equity 211,362.0
Debt 286,518.0
 

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 2,077 18.69 Premium 3,897 3.07
New Owners Premium 238 59.73 Premium 224 -13.18
Sold Out Premium 167 -5.65 Premium 153 -53.35
# of Owners Buying Premium 720 -1.23 Premium 1,264 -3.29
# of Owners Selling Premium 710 19.33 Premium 937 4.93
Total Shares Owned (Mil) Premium 2,396 12.56 Premium 1,102 3.27
Total Shares Bought (Mil) Premium 374 71.64 Premium 56 -24.01
Total Shares Sold (Mil) Premium 161 -26.76 Premium 46 -56.20
Net Share Change (Mil) Premium 213 -12034.22 Premium 10 -130.55

Fund Owners' Style

 C

1,141 2,048 556 Lg
66 51 20 Md
11 2 2 Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 1,141 369,945,508 15,078,454 7,836,237 2
Large Blend 2,048 570,886,810 33,262,677 17,015,635 2.93
Large Growth 556 142,682,596 7,202,909 19,629,694 -8.01
Mid Value 66 7,799,306 186,876 1,135,449 -10.84
Mid Blend 51 9,082,641 478,711 335,172 1.61
Mid Growth 20 970,553 62,021 161,281 -9.28
Small Value 11 178,840 1,979 3,247 -0.7
Small Blend 2 11,800 11,300 -- --
Small Growth 2 3,600 -- -- --
Total 3,897 1,101,561,654 56,284,927 46,116,715 0.93
Data displayed as of  08/31/2014

Equity Ownership

 C

Name Ownership Trend
Previous 8 Qtrs
Shares Change % Total
Shares Held
% Total
Assets
Date
Vanguard Total Stock Mkt Idx Premium 46,344,903 428,475 1.53 0.66 07/31/2014
SPDR S&P 500 ETF Premium 29,690,783 196,190 0.99 0.89 09/11/2014
Vanguard 500 Index Inv Premium 31,180,691 -73,430 1.03 0.86 07/31/2014
Vanguard Institutional Index I Premium 30,925,510 406,707 1.02 0.86 07/31/2014
Financial Select Sector SPDR ETF Premium 19,719,766 0 0.66 5.5 09/11/2014
Vanguard Windsor™ II Inv Premium 21,833,844 1,449,800 0.72 2.03 06/30/2014
Fidelity Spartan® 500 Index Inv Premium 13,155,674 102,604 0.43 0.85 07/31/2014
Vanguard Wellington™ Inv Premium 12,734,910 0 0.42 0.68 06/30/2014
Invesco Comstock A Premium 10,662,151 512,231 0.35 3.86 06/30/2014
CREF Stock Premium 9,857,591 -102,868 0.33 0.38 07/31/2014
Total: Top 10 funds Premium 226,105,823 2,919,709 7.48

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 -- 263,962,000 -- 263,962,000
PIMCO Short Term Fund 0 -100,000 195,054,000 -100,000 195,054,000
Vanguard Long Term Investment Grade Fund 158,806,000 -4,359,000 0 -- 158,806,000
PIMCO Total Return Fund 0 -25,000 137,053,000 -25,000 137,053,000
Vanguard Wellington™ 75,000,000 -- 30,000,000 -- 105,000,000
Metropolitan West Total Return Bond Fund 61,134,000 -- 66,986,000 -- 128,120,000
Vanguard Total Bond Market Index Fund 47,224,000 -250,000 52,093,000 100,000 99,317,000
PIMCO Stocksplus AR Short Strategy Fund 0 -- 87,800,000 -- 87,800,000
Vanguard Wellesley Income 74,000,000 -- 0 -- 74,000,000
Vanguard Short-Term Investment-Grade 0 -100,000 71,915,000 -100,000 71,915,000
Total: Top 10 funds 416,164,000 -4,609,000 904,863,000 -125,000 1,321,027,000
Bond Ownership for Funds only
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Peer Comparison

 C

Equity Ownership C  
Go
 
Go
 
Go
Market Cap (Mil USD) 158,349 224,774 174,248 ---
# of Institution Owners 2,077 2,837 2,173 ---
# of Fund Owners 3897 4272 2788 ---
% Owned by Institutions 72.67 79.16 63.29 ---
% Owned by Funds 36.38 40.34 29.14 ---
% Owned by Insiders 0.12 0.13 0.03 ---