Equity and Debt

 MA

 
Type Mil USD
Equity 6,790.0
Debt 1,494.0
 

Equity Owners

 MA

 
Type Mil USD
Institutions
Mutual Funds
Insiders
 

Owner Activity

 MA

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 1,648 17.63 Premium 2,615 13.06
New Owners Premium 234 172.09 Premium 187 128.05
Sold Out Premium 78 -16.13 Premium 101 -47.94
# of Owners Buying Premium 571 29.19 Premium 714 37.31
# of Owners Selling Premium 579 2.48 Premium 720 -2.17
Total Shares Owned (Mil) Premium 1,010 3.52 Premium 472 4.05
Total Shares Bought (Mil) Premium 175 161.52 Premium 25 16.68
Total Shares Sold (Mil) Premium 56 -1.07 Premium 15 -27.68
Net Share Change (Mil) Premium 119 1020.82 Premium 10 3944.90

Fund Owners' Style

 MA

139 1,462 943 Lg
6 29 31 Md
-- 4 1 Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 139 5,631,840 576,333 173,662 7.7
Large Blend 1,462 206,414,899 15,245,238 6,592,503 4.38
Large Growth 943 257,458,593 8,943,622 8,474,894 0.18
Mid Value 6 242,332 8,326 16,738 -3.35
Mid Blend 29 421,742 229,582 82,196 53.72
Mid Growth 31 2,174,070 267,485 153,328 5.54
Small Value -- -- -- -- --
Small Blend 4 4,015 -- 30 --
Small Growth 1 17,285 9,392 -- --
Total 2,615 472,364,776 25,279,978 15,493,351 2.12
Data displayed as of  03/31/2015

Equity Ownership

 MA

Name Ownership Trend
Previous 8 Qtrs
Shares Change % Total
Shares Held
% Total
Assets
Date
Fidelity® Contrafund® Premium 17,562,390 0 1.53 1.4 02/28/2015
Vanguard Total Stock Mkt Idx Premium 17,639,699 186,148 1.54 0.38 03/31/2015
T. Rowe Price Growth Stock Premium 11,092,400 -167,600 0.97 2.15 03/31/2015
Vanguard 500 Index Inv Premium 10,972,609 57,949 0.96 0.46 03/31/2015
Harbor Capital Appreciation Instl Premium 10,356,714 -45,372 0.90 3.41 03/31/2015
Total: Top 5 funds Premium 67,623,812 31,125 5.9

Bond Ownership

 MA

Name Long-Term
Par Value
Change Short-Term
Par Value(<5Y)
Change Total
Par Value
IMPERIAL SHORT-TERM BOND POOL 0 -- 62,840,000 -- 62,840,000
PH & N Investment Grade Corp Bond Tr 0 -- 43,616,000 -- 43,616,000
IMPERIAL CANADIAN BOND POOL 0 -- 42,590,000 -- 42,590,000
Investors Mortgage and Short Term Inc Fd 0 -- 36,000,000 -- 36,000,000
CIBC Monthly Income Fund 0 -- 32,830,000 -- 32,830,000
RBC Bond GIF 0 -- 27,000,000 -- 27,000,000
Scotia Private Canadian Corp Bond Pool 0 -- 27,000,000 -- 27,000,000
TD Canadian Core Plus Bond Fund 0 -- 23,900,000 -- 23,900,000
RBC Canadian Short-Term Income GIF 0 -- 22,000,000 -- 22,000,000
RBC Monthly Income Fund 0 -- 17,100,000 -- 17,100,000
Total: Top 10 funds 0 0 334,876,000 0 334,876,000
Bond Ownership for Funds only
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Peer Comparison

 MA

Equity Ownership MA  
Go
 
Go
 
Go
Market Cap (Mil USD) 104,188 79,485 165,702 26,114
# of Institution Owners 1,648 1,949 1,996 1,222
# of Fund Owners 2615 2315 3341 1926
% Owned by Institutions 88.10 90.22 78.27 88.63
% Owned by Funds 41.22 35.09 38.94 41.78
% Owned by Insiders 0.07 0.19 0.02 1.18