Equity and Debt

 V

 
Type Mil USD
Equity 31,726.0
Debt 16,451.0
 

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 2,440 15.69 Premium 3,803 4.71
New Owners Premium 217 112.75 Premium 118 16.83
Sold Out Premium 125 6.84 Premium 125 -25.60
# of Owners Buying Premium 822 10.78 Premium 864 13.68
# of Owners Selling Premium 932 11.88 Premium 1,208 4.86
Total Shares Owned (Mil) Premium 1,794 1.70 Premium 914 0.67
Total Shares Bought (Mil) Premium 117 20.74 Premium 30 12.29
Total Shares Sold (Mil) Premium 127 21.64 Premium 31 2.83
Net Share Change (Mil) Premium -10 33.61 Premium -1 -78.14

Fund Owners' Style

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187 1,805 1,701 Lg
10 45 47 Md
0 8 0 Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 187 19,461,840 1,283,595 838,970 2.34
Large Blend 1,805 345,975,986 8,446,928 6,904,717 0.45
Large Growth 1,701 545,673,265 19,919,276 21,805,160 -0.34
Mid Value 10 395,759 20,125 115,324 -19.39
Mid Blend 45 1,179,315 134,733 103,741 2.7
Mid Growth 47 1,136,898 82,272 856,252 -40.5
Small Value 0 0 -- 50 --
Small Blend 8 208,720 200,390 625 2,230.76
Small Growth 0 0 -- 1,280 --
Total 3,803 914,031,783 30,087,319 30,626,119 -0.06
Data displayed as of  02/28/2017

Equity Ownership

 V

Name Ownership Trend
Previous 8 Qtrs
Shares Change % Total
Shares Held
% Total
Assets
Date
Vanguard Total Stock Mkt Idx Premium 40,887,595 495,191 1.76 0.66 02/28/2017
Vanguard 500 Index Inv Premium 28,021,473 325,010 1.21 0.8 02/28/2017
Fidelity® Contrafund® Premium 28,006,997 -1,712,300 1.21 2.23 01/31/2017
SPDR® S&P 500 ETF Premium 21,957,889 264,600 0.95 0.82 03/22/2017
Vanguard Institutional Index I Premium 20,583,800 98,850 0.89 0.81 02/28/2017
Total: Top 5 funds Premium 139,457,754 -528,649 6.02
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Peer Comparison

 V

Equity Ownership V  
Go
 
Go
 
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Market Cap (Mil USD) 205,430 69,897 120,134 25,975
# of Institution Owners 2,440 1,871 1,861 1,223
# of Fund Owners 3803 2209 3000 1958
% Owned by Institutions 78.30 91.98 87.42 93.04
% Owned by Funds 39.42 36.25 43.21 47.20
% Owned by Insiders 0.03 0.22 0.06 1.0