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 17.50 Premium 3,235 11.28
New Owners Premium 216 80.00 Premium 203 8.56
Sold Out Premium 126 40.00 Premium 114 -16.18
# of Owners Buying Premium 671 6.17 Premium 735 -8.47
# of Owners Selling Premium 677 6.11 Premium 910 17.57
Total Shares Owned (Mil) Premium 470 2.25 Premium 235 4.72
Total Shares Bought (Mil) Premium 39 38.55 Premium 13 66.61
Total Shares Sold (Mil) Premium 42 95.04 Premium 9 42.02
Net Share Change (Mil) Premium -3 -148.15 Premium 3 245.87

Fund Owners' Style

 V

206 1,663 1,282 Lg
9 29 43 Md
1 -- 2 Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 206 8,482,211 328,690 384,929 -0.66
Large Blend 1,663 86,789,932 4,367,105 4,542,705 -0.2
Large Growth 1,282 137,833,149 7,849,325 4,387,894 2.58
Mid Value 9 147,771 -- 640 --
Mid Blend 29 130,267 17,484 4,897 10.7
Mid Growth 43 1,798,617 27,124 116,550 -4.74
Small Value 1 1,000 -- -- --
Small Blend -- -- -- -- --
Small Growth 2 2,945 2,223 -- --
Total 3,235 235,185,892 12,591,951 9,437,615 1.36
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 4,770,312 -32,132 0.77 0.6 10/21/2014
SPDR® Dow Jones Industrial Average ETF Premium 4,412,357 44,856 0.71 8.23 10/21/2014
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 50,675,140 -89,163 8.14
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Peer Comparison

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Equity Ownership V  
Go
 
Go
 
Go
Market Cap (Mil USD) 131,433 87,870 84,787 28,181
# of Institution Owners 1,974 1,978 1,604 1,267
# of Fund Owners 3235 2292 2472 2019
% Owned by Institutions 75.38 89.72 85.44 89.53
% Owned by Funds 37.74 37.92 39.75 45.95
% Owned by Insiders 0.07 0.19 0.07 1.13