Equity and Debt

 V

 
Type Mil USD
Equity 28,237.0
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 2,234 9.35 Premium 3,410 8.05
New Owners Premium 279 2.20 Premium 142 21.37
Sold Out Premium 100 -6.54 Premium 113 -39.25
# of Owners Buying Premium 726 19.80 Premium 822 10.19
# of Owners Selling Premium 808 -1.82 Premium 1,038 -6.74
Total Shares Owned (Mil) Premium 1,841 289.95 Premium 912 278.58
Total Shares Bought (Mil) Premium 95 176.17 Premium 23 112.64
Total Shares Sold (Mil) Premium 121 392.79 Premium 26 212.35
Net Share Change (Mil) Premium -27 -377.07 Premium -4 -257.48

Fund Owners' Style

 V

195 1,849 1,287 Lg
12 21 39 Md
3 1 3 Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 195 7,468,383 187,273 2,353,907 -22.49
Large Blend 1,849 366,727,743 11,363,515 7,792,719 0.98
Large Growth 1,287 531,310,852 10,636,208 15,447,598 -0.9
Mid Value 12 828,014 13,384 83,600 -7.82
Mid Blend 21 242,837 52,482 64,831 -4.84
Mid Growth 39 5,536,803 291,898 302,535 -0.19
Small Value 3 10,684 1,000 -- --
Small Blend 1 44 -- 46,973 --
Small Growth 3 27,855 2,796 100 10.72
Total 3,410 912,153,215 22,548,556 26,092,263 -0.39
Data displayed as of  05/31/2015

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 34,760,899 23,791 1.42 0.58 05/31/2015
Fidelity® Contrafund® Premium 31,474,572 652,700 1.29 1.92 05/31/2015
Vanguard 500 Index Inv Premium 22,063,755 154,072 0.90 0.71 05/31/2015
VA CollegeAmerica Grth Fund of Amer 529F Premium 22,592,000 400,000 0.92 1.08 03/31/2015
Vanguard Institutional Index I Premium 20,522,689 63,173 0.84 0.71 05/31/2015
T. Rowe Price Growth Stock Premium 19,838,000 -2,084,400 0.81 2.91 03/31/2015
SPDR® S&P 500 ETF Premium 18,366,026 -20,748 0.73 0.71 06/29/2015
MainStay Large Cap Growth A Premium 11,508,000 -216,400 0.47 3.95 04/30/2015
T. Rowe Price Blue Chip Growth Premium 11,057,800 365,400 0.45 2.53 03/31/2015
Vanguard Growth Index Inv Premium 10,281,399 40,040 0.42 1.45 05/31/2015
Total: Top 10 funds Premium 202,465,140 -622,372 8.25
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Peer Comparison

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Equity Ownership V  
Go
 
Go
 
Go
Market Cap (Mil USD) 163,257 79,029 105,495 25,369
# of Institution Owners 2,234 2,110 1,801 1,354
# of Fund Owners 3410 2302 2783 1928
% Owned by Institutions 77.84 93.30 89.32 88.68
% Owned by Funds 39.03 34.39 42.39 41.76
% Owned by Insiders 0.02 0.19 0.07 1.15