Equity and Debt

 V

 
Type Mil USD
Equity 31,726.0
Debt 16,451.0
 

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 2,419 15.14 Premium 3,804 6.17
New Owners Premium 204 100.00 Premium 143 48.96
Sold Out Premium 123 6.03 Premium 132 -19.02
# of Owners Buying Premium 813 10.61 Premium 852 13.45
# of Owners Selling Premium 923 11.20 Premium 1,279 12.59
Total Shares Owned (Mil) Premium 1,762 -0.12 Premium 915 0.77
Total Shares Bought (Mil) Premium 118 21.50 Premium 31 15.42
Total Shares Sold (Mil) Premium 118 13.06 Premium 40 32.13
Net Share Change (Mil) Premium 0 -98.61 Premium -9 171.99

Fund Owners' Style

 V

201 1,776 1,715 Lg
12 40 53 Md
-- 7 0 Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 201 20,160,298 1,533,825 903,163 3.23
Large Blend 1,776 348,022,859 10,026,007 7,048,516 0.86
Large Growth 1,715 543,871,622 18,958,994 30,866,269 -2.14
Mid Value 12 377,474 18,645 115,079 -20.35
Mid Blend 40 1,162,600 186,084 180,118 0.52
Mid Growth 53 1,079,825 121,709 274,728 -12.41
Small Value -- -- -- -- --
Small Blend 7 8,955 1,640 -- --
Small Growth 0 0 -- 1,425 --
Total 3,804 914,683,633 30,846,904 39,389,298 -0.93
Data displayed as of  01/31/2017

Equity Ownership

 V

Name Ownership Trend
Previous 8 Qtrs
Shares Change % Total
Shares Held
% Total
Assets
Date
Vanguard Total Stock Mkt Idx Premium 40,392,404 810,873 1.74 0.64 01/31/2017
Fidelity® Contrafund® Premium 29,719,297 -1,726,900 1.24 2.26 12/31/2016
Vanguard 500 Index Inv Premium 27,696,463 396,362 1.19 0.78 01/31/2017
SPDR® S&P 500 ETF Premium 21,396,668 15,148 0.98 0.81 02/23/2017
Vanguard Institutional Index I Premium 20,484,950 78,495 0.88 0.78 01/31/2017
Total: Top 5 funds Premium 139,689,782 -426,022 6.03
Customize Peer Comparison by entering your own tickers below

Peer Comparison

 V

Equity Ownership V  
Go
 
Go
 
Go
Market Cap (Mil USD) 205,221 71,885 119,649 27,458
# of Institution Owners 2,419 1,870 1,835 1,199
# of Fund Owners 3804 2193 2993 1952
% Owned by Institutions 76.93 92.06 87.85 89.73
% Owned by Funds 39.63 36.29 43.77 47.44
% Owned by Insiders 0.03 0.22 0.06 1.01