Equity and Debt

 V

 
Type Mil USD
Equity 28,627.0
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 2,241 9.64 Premium 3,488 10.48
New Owners Premium 273 -0.36 Premium 180 53.85
Sold Out Premium 94 -12.15 Premium 78 -58.29
# of Owners Buying Premium 749 23.60 Premium 828 10.55
# of Owners Selling Premium 798 -3.16 Premium 1,085 -2.25
Total Shares Owned (Mil) Premium 1,850 291.86 Premium 952 294.98
Total Shares Bought (Mil) Premium 100 204.94 Premium 33 211.82
Total Shares Sold (Mil) Premium 120 312.10 Premium 21 147.06
Net Share Change (Mil) Premium -19 -586.69 Premium 12 461.45

Fund Owners' Style

 V

206 1,892 1,305 Lg
15 28 39 Md
1 1 1 Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 206 8,084,316 172,882 1,839,273 -17.09
Large Blend 1,892 391,804,622 19,325,856 7,518,747 3.11
Large Growth 1,305 547,159,475 13,308,694 11,205,471 0.39
Mid Value 15 879,585 3,851 43,373 -4.3
Mid Blend 28 731,728 105,210 45,999 8.8
Mid Growth 39 2,928,238 10,816 63,914 -1.78
Small Value 1 11,200 1,600 -- --
Small Blend 1 294 250 652 -57.76
Small Growth 1 23,320 2,796 300 11.99
Total 3,488 951,622,778 32,931,955 20,717,729 1.3
Data displayed as of  07/31/2015

Equity Ownership

 V

Name Ownership Trend
Previous 8 Qtrs
Shares Change % Total
Shares Held
% Total
Assets
Date
Vanguard Total Stock Mkt Idx Premium 34,750,545 -10,354 1.42 0.58 06/30/2015
Fidelity® Contrafund® Premium 31,642,572 168,000 1.29 1.9 06/30/2015
VA CollegeAmerica Grth Fund of Amer 529F Premium 23,728,000 1,136,000 0.97 1.15 06/30/2015
Vanguard 500 Index Inv Premium 22,175,485 111,730 0.91 0.71 06/30/2015
SPDR® S&P 500 ETF Premium 18,409,698 22,953 0.76 0.79 08/03/2015
Vanguard Institutional Index I Premium 20,637,907 115,218 0.84 0.71 06/30/2015
T. Rowe Price Growth Stock Premium 19,539,200 -298,800 0.80 2.92 06/30/2015
T. Rowe Price Blue Chip Growth Premium 11,390,400 332,600 0.47 2.65 06/30/2015
MainStay Large Cap Growth A Premium 11,032,900 -475,100 0.45 4.06 05/31/2015
Vanguard Growth Index Inv Premium 10,390,829 109,430 0.42 1.45 06/30/2015
Total: Top 10 funds Premium 203,697,536 1,211,677 8.33
Customize Peer Comparison by entering your own tickers below

Peer Comparison

 V

Equity Ownership V  
Go
 
Go
 
Go
Market Cap (Mil USD) 166,459 76,078 110,312 24,007
# of Institution Owners 2,241 2,086 1,812 1,338
# of Fund Owners 3488 2383 2872 1952
% Owned by Institutions 77.24 93.30 89.42 88.36
% Owned by Funds 39.84 34.47 43.31 41.92
% Owned by Insiders 0.02 0.19 0.07 1.12