Equity and Debt

 V

 
Type Mil USD
Equity 27,413.0
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 1,983 16.72 Premium 3,274 7.10
New Owners Premium 199 68.64 Premium 195 -8.02
Sold Out Premium 100 -15.97 Premium 98 -52.88
# of Owners Buying Premium 646 5.21 Premium 770 18.10
# of Owners Selling Premium 737 17.36 Premium 982 6.86
Total Shares Owned (Mil) Premium 469 2.74 Premium 237 3.92
Total Shares Bought (Mil) Premium 29 -24.88 Premium 10 -26.91
Total Shares Sold (Mil) Premium 26 -35.13 Premium 9 -36.01
Net Share Change (Mil) Premium 3 -225.39 Premium 1 1171.09

Fund Owners' Style

 V

230 1,625 1,345 Lg
11 24 36 Md
1 0 2 Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 230 8,135,206 55,909 296,188 -2.87
Large Blend 1,625 83,917,352 1,822,302 4,288,482 -2.85
Large Growth 1,345 142,757,819 8,016,855 3,976,128 2.91
Mid Value 11 159,838 2,314 206 1.34
Mid Blend 24 172,792 18,019 13,079 2.94
Mid Growth 36 1,743,855 2,385 44,670 -2.37
Small Value 1 1,000 -- -- --
Small Blend 0 0 -- 40 --
Small Growth 2 2,951 2,223 200 218
Total 3,274 236,890,813 9,920,007 8,618,993 0.55
Data displayed as of  10/31/2014

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 8,215,068 104,129 1.33 0.54 10/31/2014
Fidelity® Contrafund® Premium 6,808,310 -497,300 1.10 1.34 09/30/2014
SPDR® S&P 500 ETF Premium 5,320,711 17,728 0.92 0.69 11/25/2014
Vanguard 500 Index Inv Premium 5,194,401 83,677 0.84 0.66 10/31/2014
Vanguard Institutional Index I Premium 4,987,623 275 0.81 0.66 10/31/2014
Total: Top 5 funds Premium 30,526,113 -291,491 5
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Peer Comparison

 V

Equity Ownership V  
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Market Cap (Mil USD) 159,052 94,569 99,538 29,630
# of Institution Owners 1,983 2,006 1,607 1,274
# of Fund Owners 3274 2299 2478 2029
% Owned by Institutions 75.83 89.25 87.59 90.30
% Owned by Funds 38.52 37.84 40.01 47.18
% Owned by Insiders 0.07 0.19 0.07 1.08