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 1,981 17.78 Premium 3,274 12.78
New Owners Premium 216 81.51 Premium 220 17.65
Sold Out Premium 117 28.57 Premium 93 -32.12
# of Owners Buying Premium 660 4.43 Premium 727 -9.46
# of Owners Selling Premium 690 7.98 Premium 943 21.83
Total Shares Owned (Mil) Premium 469 2.18 Premium 236 5.08
Total Shares Bought (Mil) Premium 39 38.79 Premium 10 35.19
Total Shares Sold (Mil) Premium 44 101.71 Premium 10 49.90
Net Share Change (Mil) Premium -5 -169.35 Premium 0 -72.91

Fund Owners' Style

 V

224 1,666 1,304 Lg
9 27 41 Md
1 -- 2 Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 224 3,814,591 289,010 155,908 3.62
Large Blend 1,666 90,102,285 1,885,078 4,881,445 -3.22
Large Growth 1,304 140,012,852 7,993,738 4,850,363 2.3
Mid Value 9 147,581 -- 640 --
Mid Blend 27 170,940 16,876 18,333 -0.85
Mid Growth 41 1,748,371 26,194 60,893 -1.95
Small Value 1 1,000 -- -- --
Small Blend -- -- -- -- --
Small Growth 2 2,945 2,223 -- --
Total 3,274 236,000,565 10,213,119 9,967,582 0.1
Data displayed as of  09/30/2014

Equity Ownership

 V

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 6,808,310 -497,300 1.09 1.34 09/30/2014
SPDR® S&P 500 ETF Premium 5,029,307 -18,836 0.90 0.65 10/30/2014
T. Rowe Price Growth Stock Premium 5,533,900 196,200 0.89 2.76 09/30/2014
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
SPDR® Dow Jones Industrial Average ETF Premium 4,428,377 28,836 0.79 8.83 10/30/2014
VA CollegeAmerica Grth Fund of Amer 529F Premium 4,898,000 425,000 0.79 0.78 09/30/2014
MainStay Large Cap Growth A Premium 3,238,600 0 0.52 3.4 08/31/2014
T. Rowe Price Blue Chip Growth Premium 2,497,500 45,800 0.40 2.1 09/30/2014
Total: Top 10 funds Premium 50,643,005 -76,997 8.3
Customize Peer Comparison by entering your own tickers below

Peer Comparison

 V

Equity Ownership V  
Go
 
Go
 
Go
Market Cap (Mil USD) 150,445 93,069 96,552 28,923
# of Institution Owners 1,981 1,974 1,611 1,269
# of Fund Owners 3274 2288 2475 2025
% Owned by Institutions 75.33 90.81 85.48 91.38
% Owned by Funds 38.18 37.99 40.18 46.62
% Owned by Insiders 0.07 0.18 0.07 1.08