Equity and Debt

 STM

 
Type Mil USD
Equity 5,704.0
Debt 1,712.0
 

Equity Owners

 STM

 
Type Mil USD
Institutions
Mutual Funds
Insiders
 

Owner Activity

 STM

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 203 4.10 Premium 56 -5.08
New Owners Premium 41 13.89 Premium 0 -100.00
Sold Out Premium 18 12.50 Premium 7 0.00
# of Owners Buying Premium 54 -5.26 Premium 10 -23.08
# of Owners Selling Premium 69 7.81 Premium 19 171.43
Total Shares Owned (Mil) Premium 54 37.14 Premium 15 30.35
Total Shares Bought (Mil) Premium 5 36.60 Premium 5 515.35
Total Shares Sold (Mil) Premium 9 37.95 Premium 2 522.72
Net Share Change (Mil) Premium -3 40.21 Premium 3 512.14

Fund Owners' Style

 STM

8 18 18 Lg
-- 7 5 Md
-- 0 -- Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 8 6,658,388 2,663,638 11,382 66.2
Large Blend 18 1,002,380 24,508 226,205 -16.75
Large Growth 18 6,709,171 2,293,624 955,092 24.92
Mid Value -- -- -- -- --
Mid Blend 7 420,145 -- 40,811 --
Mid Growth 5 491,800 -- 293,900 --
Small Value -- -- -- -- --
Small Blend 0 0 -- 3,000 --
Small Growth -- -- -- -- --
Total 56 15,281,884 4,981,770 1,530,390 29.17
Data displayed as of  04/30/2018

Equity Ownership

 STM

Name Ownership Trend
Previous 8 Qtrs
Shares Change % Total
Shares Held
% Total
Assets
Date
GMO International Equity III Premium 4,677,139 2,429,939 0.52 2.1 02/28/2018
Putnam Multi-Cap Growth A Premium 3,259,200 1,942,400 0.36 1.66 03/31/2018
GMO Implementation Premium 1,380,142 144,800 0.15 0.27 02/28/2018
Putnam Growth Opportunities A Premium 906,228 -451,872 0.10 0.43 03/31/2018
Putnam VT Multi-Cap Growth IB Premium 562,100 332,200 0.06 1.67 03/31/2018
GMO Benchmark-Free III Premium 505,501 88,300 0.06 0.26 02/28/2018
BlackRock International Index Instl Premium 457,575 23,847 0.05 0.09 12/31/2017
Vanguard Global Equity Inv Premium 408,195 -204,433 0.05 0.16 03/31/2018
Federated Kaufmann R Premium 400,000 -283,086 0.04 0.15 03/31/2018
AdvisorShares WCM/BNY MlnFcsd GR ADR ETF Premium 346,777 0 0.04 3.05 05/22/2018
Total: Top 10 funds Premium 12,902,857 4,022,095 1.43