Equity and Debt

 V

 
Type Mil USD
Equity 32,912.0
Debt 15,882.0
 

Equity Owners

 V

 
Type Mil USD
Institutions
Mutual Funds
Insiders
 

Owner Activity

 V

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 2,399 10.65 Premium 3,831 1.46
New Owners Premium 190 72.73 Premium 154 4.76
Sold Out Premium 128 70.67 Premium 117 -5.65
# of Owners Buying Premium 800 5.96 Premium 803 -10.78
# of Owners Selling Premium 932 5.43 Premium 1,324 7.55
Total Shares Owned (Mil) Premium 1,761 -0.92 Premium 923 -0.25
Total Shares Bought (Mil) Premium 95 36.34 Premium 30 27.36
Total Shares Sold (Mil) Premium 126 8.41 Premium 34 24.19
Net Share Change (Mil) Premium -31 -33.69 Premium -4 5.93

Fund Owners' Style

 V

220 1,765 1,729 Lg
10 44 56 Md
-- 7 -- Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 220 24,851,021 654,942 1,052,943 -1.58
Large Blend 1,765 349,370,597 16,690,944 8,005,276 2.55
Large Growth 1,729 545,928,847 12,019,348 24,195,056 -2.18
Mid Value 10 415,573 1,824 24,163 -5.1
Mid Blend 44 1,340,177 58,077 150,726 -6.47
Mid Growth 56 1,007,731 111,632 233,972 -10.83
Small Value -- -- -- -- --
Small Blend 7 7,315 -- 600 --
Small Growth -- -- -- -- --
Total 3,831 922,921,261 29,536,767 33,662,736 -0.45
Data displayed as of  12/31/2016

Equity Ownership

 V

Name Ownership Trend
Previous 8 Qtrs
Shares Change % Total
Shares Held
% Total
Assets
Date
Vanguard Total Stock Mkt Idx Premium 39,581,531 -235,745 1.70 0.62 12/31/2016
Fidelity® Contrafund® Premium 31,446,197 -1,034,300 1.34 2.33 11/30/2016
Vanguard 500 Index Inv Premium 27,300,101 449,078 1.17 0.75 12/31/2016
SPDR® S&P 500 ETF Premium 21,213,810 -142,824 0.96 0.78 01/20/2017
Vanguard Institutional Index I Premium 20,406,455 -470,130 0.88 0.75 12/31/2016
Total: Top 5 funds Premium 139,948,094 -1,433,921 6.05
Customize Peer Comparison by entering your own tickers below

Peer Comparison

 V

Equity Ownership V  
Go
 
Go
 
Go
Market Cap (Mil USD) 190,434 68,885 119,814 27,687
# of Institution Owners 2,399 1,859 1,819 1,195
# of Fund Owners 3831 2190 3013 1931
% Owned by Institutions 76.71 90.18 87.51 88.89
% Owned by Funds 39.82 36.20 43.28 46.87
% Owned by Insiders 0.04 0.21 0.06 1.01