Equity and Debt

 V

 
Type Mil USD
Equity 26,895.0
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 1,642 9.03 Premium 2,597 4.21
New Owners Premium 217 28.40 Premium 132 -5.04
Sold Out Premium 98 22.50 Premium 107 11.46
# of Owners Buying Premium 491 10.59 Premium 601 -5.35
# of Owners Selling Premium 623 -1.58 Premium 868 20.22
Total Shares Owned (Mil) Premium 431 -0.66 Premium 207 -0.07
Total Shares Bought (Mil) Premium 27 -6.77 Premium 6 -18.68
Total Shares Sold (Mil) Premium 36 22.76 Premium 7 1.45
Net Share Change (Mil) Premium -9 4705.21 Premium -1 -214.49

Fund Owners' Style

 V

125 1,366 1,037 Lg
10 20 37 Md
1 1 0 Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 125 2,126,432 28,301 656,363 -22.8
Large Blend 1,366 77,536,609 2,565,924 2,079,869 0.63
Large Growth 1,037 125,545,926 3,841,700 4,270,436 -0.34
Mid Value 10 124,812 333 13,365 -9.45
Mid Blend 20 686,312 6,864 47,277 -5.56
Mid Growth 37 1,414,069 2,587 214,383 -13.03
Small Value 1 10,350 -- 8,000 --
Small Blend 1 250 -- -- --
Small Growth 0 0 -- 1,090 --
Total 2,597 207,444,760 6,445,709 7,290,783 -0.41
Data displayed as of  04/30/2013

Equity Ownership

 V

Name Ownership Trend
Previous 8 Qtrs
Shares Change % Total
Shares Held
% Total
Assets
Date
Fidelity Contrafund Premium 10,199,379 -234,000 1.29 1.88 03/31/2013
Vanguard Total Stock Mkt Idx Premium 7,457,123 400,360 0.94 0.52 03/31/2013
SPDR S&P 500 Premium 4,890,795 -9,403 0.66 0.63 05/24/2013
Vanguard 500 Index Inv Premium 4,902,883 61,884 0.62 0.62 03/31/2013
Vanguard Institutional Index I Premium 4,847,557 71,005 0.61 0.63 03/31/2013
T. Rowe Price Growth Stock Premium 4,238,500 -25,400 0.53 2.15 03/31/2013
MainStay Large Cap Growth A Premium 3,952,300 -111,400 0.50 3.74 03/31/2013
American Funds Growth Fund of Amer A Premium 3,755,000 -170,000 0.47 0.57 03/31/2013
Fidelity Growth Company Premium 2,934,100 0 0.37 1.11 03/31/2013
SSgA S&P 500 Index Strategy Premium 3,103,682 -4,170 0.39 0.60 12/31/2012
Total: Top 10 funds Premium 50,281,319 -21,124 6.38
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Peer Comparison

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Equity Ownership V  
Go
 
Go
 
Go
Market Cap (Mil USD) 142,916 82,695 69,471 23,383
# of Institution Owners 1,642 1,744 1,324 1,040
# of Fund Owners 2597 2245 2240 1750
% Owned by Institutions 54.41 86.89 87.44 86.91
% Owned by Funds 26.28 38.37 43.35 42.79
% Owned by Insiders 0.07 0.18 0.08 1.03
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