Equity and Debt

 V

 
Type Mil USD
Equity 27,014.0
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 1,928 22.26 Premium 2,962 11.48
New Owners Premium 261 83.80 Premium 179 20.13
Sold Out Premium 118 47.50 Premium 95 -25.20
# of Owners Buying Premium 609 7.79 Premium 780 -3.94
# of Owners Selling Premium 698 21.82 Premium 836 27.05
Total Shares Owned (Mil) Premium 475 5.57 Premium 233 9.49
Total Shares Bought (Mil) Premium 33 -19.14 Premium 11 10.34
Total Shares Sold (Mil) Premium 27 -5.62 Premium 5 -19.81
Net Share Change (Mil) Premium 7 -48.85 Premium 5 74.14

Fund Owners' Style

 V

132 1,497 1,259 Lg
9 20 43 Md
2 -- 0 Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 132 2,648,401 544,984 315,215 9.5
Large Blend 1,497 86,162,128 2,478,459 1,720,210 0.89
Large Growth 1,259 142,552,143 7,587,699 3,135,057 3.22
Mid Value 9 136,590 -- 327 --
Mid Blend 20 107,709 11,050 20,259 -7.88
Mid Growth 43 1,144,586 1,062 50,382 -4.13
Small Value 2 11,350 -- -- --
Small Blend -- -- -- -- --
Small Growth 0 0 -- 100 --
Total 2,962 232,762,907 10,623,254 5,241,550 2.37
Data displayed as of  02/28/2014

Equity Ownership

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Name Ownership Trend
Previous 8 Qtrs
Shares Change % Total
Shares Held
% Total
Assets
Date
Fidelity® Contrafund® Premium 10,087,310 -150,200 1.59 1.99 02/28/2014
Vanguard Total Stock Mkt Idx Premium 7,745,012 61,726 1.22 0.55 02/28/2014
T. Rowe Price Growth Stock Premium 5,251,900 0 0.83 2.81 12/31/2013
Vanguard Institutional Index I Premium 5,041,725 10,360 0.80 0.69 02/28/2014
Vanguard 500 Index Inv Premium 4,967,500 26,658 0.78 0.69 02/28/2014
SPDR S&P 500 Premium 4,806,920 -52,824 0.71 0.65 03/28/2014
SPDR Dow Jones Industrial Average Premium 4,498,806 -12,812 0.67 8.33 03/28/2014
American Funds Growth Fund of Amer A Premium 3,755,000 0 0.59 0.63 12/31/2013
MainStay Large Cap Growth A Premium 3,419,500 -39,100 0.54 3.79 01/31/2014
CREF Stock Premium 2,705,971 -15,470 0.43 0.48 01/31/2014
Total: Top 10 funds Premium 52,279,644 -171,662 8.16
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Peer Comparison

 V

Equity Ownership V  
Go
 
Go
 
Go
Market Cap (Mil USD) 134,384 96,120 86,879 27,081
# of Institution Owners 1,928 1,965 1,590 1,212
# of Fund Owners 2962 2251 2542 1932
% Owned by Institutions 74.91 90.79 89.92 88.37
% Owned by Funds 36.58 39.02 41.85 44.88
% Owned by Insiders 0.07 0.18 0.05 1.13