Equity and Debt

 GIS

 
Type Mil USD
Equity 4,230.7
Debt 9,726.8
 

Equity Owners

 GIS

 
Type Mil USD
Institutions
Mutual Funds
Insiders
 

Owner Activity

 GIS

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 1,456 8.49 Premium 1,519 4.69
New Owners Premium 100 31.58 Premium 53 -7.02
Sold Out Premium 135 35.00 Premium 76 -42.86
# of Owners Buying Premium 481 2.34 Premium 347 -5.71
# of Owners Selling Premium 535 4.09 Premium 403 4.68
Total Shares Owned (Mil) Premium 414 6.71 Premium 219 15.44
Total Shares Bought (Mil) Premium 57 85.11 Premium 10 -7.55
Total Shares Sold (Mil) Premium 30 -42.82 Premium 5 -34.31
Net Share Change (Mil) Premium 27 -227.55 Premium 5 50.20

Fund Owners' Style

 GIS

320 1,020 104 Lg
41 29 5 Md
-- -- -- Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 320 95,131,427 6,493,971 1,455,987 5.59
Large Blend 1,020 108,165,099 2,431,763 2,417,627 0.01
Large Growth 104 7,617,146 139,260 924,835 -9.35
Mid Value 41 7,415,862 1,309,092 38,029 20.69
Mid Blend 29 598,919 20,027 153,105 -18.18
Mid Growth 5 309,450 -- 47,023 --
Small Value -- -- -- -- --
Small Blend -- -- -- -- --
Small Growth -- -- -- -- --
Total 1,519 219,237,903 10,394,113 5,036,606 2.5
Data displayed as of  12/31/2017

Equity Ownership

 GIS

Name Ownership Trend
Previous 8 Qtrs
Shares Change % Total
Shares Held
% Total
Assets
Date
Vanguard Total Stock Mkt Idx Premium 13,698,027 -64,366 2.41 0.12 12/31/2017
Invesco Diversified Dividend A Premium 13,045,793 791,859 2.30 2.85 09/30/2017
MFS Value A Premium 11,201,121 132,833 1.97 1.35 11/30/2017
Vanguard 500 Index Inv Premium 9,710,725 -1,966 1.71 0.15 12/31/2017
SunAmerica Focused Dividend Strategy A Premium 9,227,340 0 1.62 3.52 11/30/2017
SPDR® S&P 500 ETF Premium 6,940,674 159,360 1.21 0.14 01/18/2018
Vanguard Institutional Index I Premium 5,756,155 -169,532 1.01 0.15 12/31/2017
American Century US Value Yield Eq Tr 1 Premium 4,665,798 -533,600 0.82 2.26 12/31/2017
American Century Equity Income Inv Premium 5,199,398 -98,300 0.91 2.17 09/30/2017
Fidelity Spartan® 500 Index Inv Premium 3,463,700 21,423 0.61 0.14 11/30/2017
Total: Top 10 funds Premium 82,908,731 237,711 14.57

Bond Ownership

 GIS

Name Long-Term
Par Value
Change Short-Term
Par Value(<5Y)
Change Total
Par Value
Vanguard Wellesley Income Fund 50,000,000 -- 6,850,000 -- 56,850,000
Vanguard Wellington™ 50,000,000 -- 0 -- 50,000,000
Vanguard Total Bond Market Index Fund 7,225,000 -- 29,621,000 -- 36,846,000
Vanguard Short-Term Corp Bd Idx 0 -- 23,592,000 -- 23,592,000
Vanguard Total Bond Market II Index Fund 0 -- 0 -- 0
iShares iBoxx $ Invst Grade Crp Bond 0 -12,000 18,501,000 -12,000 18,501,000
Vanguard Short-Term Bond Index Fund 0 -- 0 -- 0
Fidelity Spartan® US Bond Idx Fd 0 -- 13,501,000 -- 13,501,000
iShares 1-3 Year Credit Bond 0 -300,000 12,530,000 -300,000 12,530,000
RBC Global Corporate Bond Fund 0 -- 12,600,000 -- 12,600,000
Total: Top 10 funds 107,225,000 0 117,195,000 -312,000 224,420,000
Bond Ownership for Funds only
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Peer Comparison

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Equity Ownership GIS  
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Market Cap (Mil USD) 33,380 22,732 13,903 ---
# of Institution Owners 1,456 1,012 844 ---
# of Fund Owners 1519 1457 1319 ---
% Owned by Institutions 72.95 93.46 48.89 ---
% Owned by Funds 38.82 37.51 25.74 ---
% Owned by Insiders 0.21 0.11 0.4 ---