Equity and Debt

 V

 
Type Mil USD
Equity 27,942.0
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 2,094 24.72 Premium 3,323 8.56
New Owners Premium 301 258.33 Premium 164 67.35
Sold Out Premium 96 28.00 Premium 97 -22.40
# of Owners Buying Premium 608 2.53 Premium 816 13.65
# of Owners Selling Premium 800 23.46 Premium 1,086 17.66
Total Shares Owned (Mil) Premium 482 5.75 Premium 244 4.84
Total Shares Bought (Mil) Premium 64 158.42 Premium 14 64.38
Total Shares Sold (Mil) Premium 25 12.45 Premium 9 15.37
Net Share Change (Mil) Premium 39 1295.61 Premium 5 411.24

Fund Owners' Style

 V

225 1,693 1,329 Lg
13 22 38 Md
-- 1 2 Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 225 3,287,185 223,432 136,890 2.7
Large Blend 1,693 94,545,740 9,033,463 3,685,456 6
Large Growth 1,329 144,592,465 4,867,306 4,592,326 0.19
Mid Value 13 221,417 383 28,048 -11.11
Mid Blend 22 77,655 357 132,425 -62.97
Mid Growth 38 1,656,588 18,762 121,582 -5.84
Small Value -- -- -- -- --
Small Blend 1 2,400 -- 1,000 --
Small Growth 2 3,478 633 -- --
Total 3,323 244,386,928 14,144,336 8,697,727 2.28
Data displayed as of  01/31/2015

Equity Ownership

 V

Name Ownership Trend
Previous 8 Qtrs
Shares Change % Total
Shares Held
% Total
Assets
Date
Vanguard Total Stock Mkt Idx Premium 8,498,625 186,044 1.12 0.57 01/31/2015
Fidelity® Contrafund® Premium 7,295,660 487,200 0.96 1.74 12/31/2014
VA CollegeAmerica Grth Fund of Amer 529F Premium 5,548,000 650,000 0.73 1.07 12/31/2014
T. Rowe Price Growth Stock Premium 5,480,600 -53,300 0.72 3.35 12/31/2014
SPDR® S&P 500 ETF Premium 5,068,383 22,550 0.72 0.71 02/26/2015
Total: Top 5 funds Premium 31,891,268 1,292,494 4.25
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Peer Comparison

 V

Equity Ownership V  
Go
 
Go
 
Go
Market Cap (Mil USD) 205,718 83,155 103,510 27,273
# of Institution Owners 2,094 2,085 1,696 1,319
# of Fund Owners 3323 2283 2526 1929
% Owned by Institutions 63.38 88.19 86.93 88.69
% Owned by Funds 32.28 36.97 40.30 43.84
% Owned by Insiders 0.05 0.2 0.07 1.18