Equity and Debt

 V

 
Type Mil USD
Equity 27,286.0
Debt --
 

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 1,972 17.38 Premium 3,212 10.49
New Owners Premium 217 80.83 Premium 204 9.09
Sold Out Premium 128 42.22 Premium 118 -13.24
# of Owners Buying Premium 664 5.06 Premium 724 -9.84
# of Owners Selling Premium 684 7.21 Premium 895 15.63
Total Shares Owned (Mil) Premium 469 2.21 Premium 232 3.40
Total Shares Bought (Mil) Premium 41 46.31 Premium 11 52.04
Total Shares Sold (Mil) Premium 43 97.18 Premium 8 15.12
Net Share Change (Mil) Premium -1 -122.71 Premium 4 330.37

Fund Owners' Style

 V

203 1,649 1,277 Lg
8 28 43 Md
2 -- 2 Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 203 8,399,260 265,714 395,467 -1.52
Large Blend 1,649 83,908,422 3,039,873 2,624,279 0.5
Large Growth 1,277 137,836,395 8,143,316 4,535,958 2.69
Mid Value 8 140,671 -- 640 --
Mid Blend 28 130,313 17,533 4,897 10.74
Mid Growth 43 1,795,722 21,719 119,560 -5.17
Small Value 2 11,350 -- -- --
Small Blend -- -- -- -- --
Small Growth 2 2,945 2,223 -- --
Total 3,212 232,225,078 11,490,378 7,680,801 1.67
Data displayed as of  09/30/2014

Equity Ownership

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Name Ownership Trend
Previous 8 Qtrs
Shares Change % Total
Shares Held
% Total
Assets
Date
Vanguard Total Stock Mkt Idx Premium 8,110,939 -894 1.30 0.49 09/30/2014
Fidelity® Contrafund® Premium 7,305,610 -266,500 1.17 1.41 08/31/2014
T. Rowe Price Growth Stock Premium 5,337,700 129,600 0.86 2.66 06/30/2014
Vanguard 500 Index Inv Premium 5,110,724 -95,923 0.82 0.6 09/30/2014
Vanguard Institutional Index I Premium 4,987,348 -159,880 0.80 0.6 09/30/2014
VA CollegeAmerica Grth Fund of Amer 529F Premium 4,898,000 425,000 0.79 0.78 09/30/2014
SPDR® S&P 500 ETF Premium 4,906,319 -54,292 0.76 0.6 10/17/2014
SPDR® Dow Jones Industrial Average ETF Premium 4,466,825 83,304 0.69 8.07 10/17/2014
MainStay Large Cap Growth A Premium 3,238,600 0 0.52 3.4 08/31/2014
CREF Stock Premium 2,503,550 -133,290 0.40 0.41 08/31/2014
Total: Top 10 funds Premium 50,865,615 -72,875 8.11
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Peer Comparison

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Equity Ownership V  
Go
 
Go
 
Go
Market Cap (Mil USD) 128,367 86,426 82,864 28,846
# of Institution Owners 1,972 1,975 1,603 1,263
# of Fund Owners 3212 2275 2456 2000
% Owned by Institutions 75.35 89.64 85.42 89.30
% Owned by Funds 37.14 37.20 38.99 45.31
% Owned by Insiders 0.07 0.18 0.07 1.06