Equity and Debt

 MA

 
Type Mil USD
Equity 5,703.0
Debt 6,469.0
 

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 1,881 3.64 Premium 3,118 8.87
New Owners Premium 147 4.26 Premium 140 52.17
Sold Out Premium 54 0.00 Premium 76 -26.21
# of Owners Buying Premium 587 6.73 Premium 656 11.19
# of Owners Selling Premium 731 0.97 Premium 959 -2.24
Total Shares Owned (Mil) Premium 811 -0.04 Premium 438 1.96
Total Shares Bought (Mil) Premium 39 7.04 Premium 10 36.15
Total Shares Sold (Mil) Premium 44 0.78 Premium 14 -9.63
Net Share Change (Mil) Premium -5 -30.77 Premium -4 -54.25

Fund Owners' Style

 MA

147 1,593 1,302 Lg
8 26 35 Md
1 6 -- Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 147 2,706,429 198,352 694,981 -15.5
Large Blend 1,593 191,369,911 3,014,396 5,396,824 -1.23
Large Growth 1,302 243,627,022 7,233,776 7,489,352 -0.1
Mid Value 8 155,434 -- 17,834 --
Mid Blend 26 93,047 11,121 10,234 0.96
Mid Growth 35 356,765 35,394 19,517 4.66
Small Value 1 340 -- -- --
Small Blend 6 2,252 86 400 -12.24
Small Growth -- -- -- -- --
Total 3,118 438,311,200 10,493,125 13,629,142 -0.71
Data displayed as of  04/30/2018

Equity Ownership

 MA

Name Ownership Trend
Previous 8 Qtrs
Shares Change % Total
Shares Held
% Total
Assets
Date
Vanguard Total Stock Mkt Idx Premium 23,205,873 171,115 2.22 0.61 04/30/2018
Vanguard 500 Index Inv Premium 16,446,955 85,083 1.58 0.73 04/30/2018
VA CollegeAmerica Grth Fund of Amer 529F Premium 11,758,200 192,200 1.12 1.18 03/31/2018
Fidelity® Contrafund® Premium 11,553,585 -38,651 1.10 1.64 03/31/2018
SPDR® S&P 500 ETF Premium 10,458,931 -36,720 1.07 0.76 05/21/2018
Vanguard Institutional Index I Premium 8,968,760 -40,712 0.86 0.73 04/30/2018
T. Rowe Price Blue Chip Growth Premium 8,013,400 30,000 0.76 2.8 03/31/2018
T. Rowe Price Growth Stock Premium 6,793,530 150,100 0.65 2.34 03/31/2018
Vanguard Growth Index Inv Premium 6,483,744 22,178 0.62 1.52 04/30/2018
Fidelity Spartan® 500 Index Inv Premium 5,913,693 31,700 0.56 0.71 03/31/2018
Total: Top 10 funds Premium 109,596,671 566,293 10.54