Equity and Debt

 V

 
Type Mil USD
Equity 27,286.0
Debt --
 

Equity Owners

 V

 
Type Mil USD
Institutions
Mutual Funds
Insiders
 

Owner Activity

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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 1,981 16.46 Premium 3,267 6.87
New Owners Premium 196 64.71 Premium 189 -10.85
Sold Out Premium 98 -17.65 Premium 100 -51.92
# of Owners Buying Premium 651 6.20 Premium 747 14.57
# of Owners Selling Premium 735 17.04 Premium 976 6.20
Total Shares Owned (Mil) Premium 469 2.75 Premium 237 3.92
Total Shares Bought (Mil) Premium 29 -24.77 Premium 10 -27.38
Total Shares Sold (Mil) Premium 27 -34.54 Premium 9 -36.28
Net Share Change (Mil) Premium 2 -215.76 Premium 1 1143.92

Fund Owners' Style

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227 1,620 1,345 Lg
11 25 36 Md
1 0 2 Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 227 8,216,862 76,532 271,576 -2.32
Large Blend 1,620 83,841,659 1,756,539 4,269,652 -2.91
Large Growth 1,345 142,765,714 7,992,256 3,977,745 2.89
Mid Value 11 159,838 2,314 206 1.34
Mid Blend 25 173,392 18,019 15,720 1.34
Mid Growth 36 1,743,435 7,745 47,270 -2.22
Small Value 1 1,000 -- -- --
Small Blend 0 0 -- 40 --
Small Growth 2 2,951 2,223 200 218
Total 3,267 236,904,851 9,855,628 8,582,409 0.54
Data displayed as of  10/31/2014

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 8,215,068 104,129 1.32 0.54 10/31/2014
Fidelity® Contrafund® Premium 6,808,310 -497,300 1.09 1.34 09/30/2014
SPDR® S&P 500 ETF Premium 5,313,509 2,216 0.89 0.68 11/20/2014
Vanguard 500 Index Inv Premium 5,194,401 83,677 0.83 0.66 10/31/2014
Vanguard Institutional Index I Premium 4,987,623 275 0.80 0.66 10/31/2014
T. Rowe Price Growth Stock Premium 5,533,900 196,200 0.89 2.76 09/30/2014
SPDR® Dow Jones Industrial Average ETF Premium 4,614,209 25,632 0.77 9.11 11/20/2014
VA CollegeAmerica Grth Fund of Amer 529F Premium 4,898,000 425,000 0.79 0.78 09/30/2014
MainStay Large Cap Growth A Premium 3,243,900 5,300 0.52 3.47 09/30/2014
Vanguard Growth Index Inv Premium 2,465,653 32,133 0.40 1.37 10/31/2014
Total: Top 10 funds Premium 51,274,573 377,262 8.3
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Peer Comparison

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Equity Ownership V  
Go
 
Go
 
Go
Market Cap (Mil USD) 158,415 93,524 97,670 29,163
# of Institution Owners 1,981 2,009 1,603 1,271
# of Fund Owners 3267 2299 2480 2031
% Owned by Institutions 75.23 89.35 86.39 90.37
% Owned by Funds 38.14 37.81 40.06 47.29
% Owned by Insiders 0.07 0.19 0.07 1.08