Equity and Debt

 MA

 
Type Mil USD
Equity 5,656.0
Debt 5,180.0
 

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 1,835 11.14 Premium 2,993 7.82
New Owners Premium 111 14.43 Premium 102 -9.73
Sold Out Premium 87 -12.12 Premium 103 -31.79
# of Owners Buying Premium 614 12.04 Premium 635 7.45
# of Owners Selling Premium 703 7.49 Premium 997 11.65
Total Shares Owned (Mil) Premium 947 13.18 Premium 471 4.88
Total Shares Bought (Mil) Premium 52 -14.75 Premium 18 31.66
Total Shares Sold (Mil) Premium 62 2.95 Premium 14 7.42
Net Share Change (Mil) Premium -9 -638.05 Premium 4 818.94

Fund Owners' Style

 MA

167 1,514 1,221 Lg
11 35 39 Md
-- 5 1 Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 167 10,913,545 929,606 748,123 1.69
Large Blend 1,514 189,739,405 4,738,882 3,821,886 0.49
Large Growth 1,221 267,765,608 11,851,561 8,855,274 1.13
Mid Value 11 210,739 1,350 48,025 -18.13
Mid Blend 35 425,858 67,720 162,559 -18.21
Mid Growth 39 1,583,361 10,564 214,259 -11.4
Small Value -- -- -- -- --
Small Blend 5 4,098 -- -- --
Small Growth 1 4,104 -- 128 --
Total 2,993 470,646,718 17,599,683 13,850,254 0.8
Data displayed as of  01/31/2017

Equity Ownership

 MA

Name Ownership Trend
Previous 8 Qtrs
Shares Change % Total
Shares Held
% Total
Assets
Date
Vanguard Total Stock Mkt Idx Premium 20,817,985 412,709 1.93 0.42 01/31/2017
Vanguard 500 Index Inv Premium 14,116,338 202,303 1.31 0.51 01/31/2017
Fidelity® Contrafund® Premium 13,226,259 -607,100 1.22 1.33 12/31/2016
SPDR® S&P 500 ETF Premium 10,939,397 7,728 1.06 0.52 02/23/2017
T. Rowe Price Growth Stock Premium 11,537,230 -40,900 1.06 2.6 09/30/2016
Total: Top 5 funds Premium 70,637,209 -25,260 6.58

Bond Ownership

 MA

Name Long-Term
Par Value
Change Short-Term
Par Value(<5Y)
Change Total
Par Value
Scotia Money Market Fund 0 -- 65,318,000 -- 65,318,000
Investors Mortgage and Short Term Inc Fd 0 -- 33,000,000 -- 33,000,000
IMPERIAL SHORT-TERM BOND POOL 0 -- 31,075,000 -- 31,075,000
TD Short Term Bond Fund 0 -- 27,050,000 -- 27,050,000
CC&L GROUP MONEY MARKET 0 -- 23,734,500 -- 23,734,500
RBC Canadian Short-Term Income GIF 0 -- 12,000,000 -- 12,000,000
IMPERIAL CANADIAN BOND POOL 0 -- 11,023,000 -- 11,023,000
CIBC Monthly Income Fund 0 -- 10,855,000 -- 10,855,000
Standard Life Canadian Bond Fund 0 -- 6,710,000 -- 6,710,000
PH & N High Grade Corporate Bond 0 -- 5,575,000 -- 5,575,000
Total: Top 10 funds 0 0 226,340,500 0 226,340,500
Bond Ownership for Funds only
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Peer Comparison

 MA

Equity Ownership MA  
Go
 
Go
 
Go
Market Cap (Mil USD) 119,649 71,885 205,221 27,458
# of Institution Owners 1,835 1,870 2,419 1,199
# of Fund Owners 2993 2193 3804 1952
% Owned by Institutions 87.85 92.06 76.93 89.73
% Owned by Funds 43.77 36.29 39.63 47.44
% Owned by Insiders 0.06 0.22 0.03 1.01