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 1,974 17.15 Premium 3,175 8.84
New Owners Premium 216 77.05 Premium 227 20.74
Sold Out Premium 136 51.11 Premium 140 2.94
# of Owners Buying Premium 667 5.87 Premium 720 -10.56
# of Owners Selling Premium 704 10.87 Premium 923 18.64
Total Shares Owned (Mil) Premium 466 1.25 Premium 232 3.17
Total Shares Bought (Mil) Premium 36 28.31 Premium 12 61.60
Total Shares Sold (Mil) Premium 42 94.98 Premium 9 32.39
Net Share Change (Mil) Premium -6 -196.76 Premium 3 305.39

Fund Owners' Style

 V

193 1,651 1,241 Lg
5 32 49 Md
2 -- 2 Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 193 3,565,978 396,411 375,379 0.59
Large Blend 1,651 89,675,358 3,426,433 2,741,048 0.77
Large Growth 1,241 136,149,064 7,850,131 5,577,557 1.7
Mid Value 5 133,563 -- 5,700 --
Mid Blend 32 163,144 132,847 5,961 349.95
Mid Growth 49 2,083,053 271,022 129,382 7.3
Small Value 2 11,350 -- -- --
Small Blend -- -- -- -- --
Small Growth 2 1,023 200 -- --
Total 3,175 231,782,533 12,077,044 8,835,027 1.42
Data displayed as of  07/31/2014

Equity Ownership

 V

Name Ownership Trend
Previous 8 Qtrs
Shares Change % Total
Shares Held
% Total
Assets
Date
Vanguard Total Stock Mkt Idx Premium 8,018,813 71,883 1.29 0.49 07/31/2014
Fidelity® Contrafund® Premium 7,891,210 -472,700 1.26 1.52 06/30/2014
T. Rowe Price Growth Stock Premium 5,337,700 129,600 0.86 2.66 06/30/2014
Vanguard 500 Index Inv Premium 5,159,907 -12,034 0.83 0.62 07/31/2014
Vanguard Institutional Index I Premium 5,117,668 67,342 0.82 0.62 07/31/2014
SPDR S&P 500 Premium 4,746,937 -80,652 0.77 0.61 08/18/2014
VA CollegeAmerica Grth Fund of Amer 529F Premium 4,473,000 1,203,000 0.72 0.69 06/30/2014
SPDR Dow Jones Industrial Average Premium 4,152,833 -6,408 0.68 8.17 08/18/2014
MainStay Large Cap Growth A Premium 3,278,600 -57,800 0.53 3.47 06/30/2014
CREF Stock Premium 2,654,176 -56,754 0.43 0.43 06/30/2014
Total: Top 10 funds Premium 50,830,844 785,477 8.19
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Peer Comparison

 V

Equity Ownership V  
Go
 
Go
 
Go
Market Cap (Mil USD) 133,551 91,219 88,897 28,204
# of Institution Owners 1,974 1,984 1,603 1,244
# of Fund Owners 3175 2296 2494 1989
% Owned by Institutions 74.72 90.09 84.60 89.43
% Owned by Funds 37.23 38.63 39.96 45.67
% Owned by Insiders 0.07 0.19 0.07 1.07