Equity and Debt

 V

 
Type Mil USD
Equity 27,286.0
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 1,972 17.59 Premium 3,163 9.79
New Owners Premium 218 87.93 Premium 214 38.06
Sold Out Premium 132 46.67 Premium 136 0.00
# of Owners Buying Premium 661 5.25 Premium 714 -11.19
# of Owners Selling Premium 705 11.20 Premium 928 19.43
Total Shares Owned (Mil) Premium 462 0.68 Premium 232 3.40
Total Shares Bought (Mil) Premium 41 45.94 Premium 12 60.93
Total Shares Sold (Mil) Premium 46 112.21 Premium 9 34.61
Net Share Change (Mil) Premium -5 -178.05 Premium 3 282.86

Fund Owners' Style

 V

193 1,641 1,239 Lg
5 32 49 Md
2 -- 2 Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 193 7,455,847 336,100 372,215 -0.48
Large Blend 1,641 85,741,258 3,424,754 2,870,530 0.65
Large Growth 1,239 136,196,018 7,846,470 5,597,366 1.68
Mid Value 5 133,563 -- 5,700 --
Mid Blend 32 163,144 132,847 5,961 349.95
Mid Growth 49 2,083,053 271,022 129,382 7.3
Small Value 2 11,350 -- -- --
Small Blend -- -- -- -- --
Small Growth 2 1,023 200 -- --
Total 3,163 231,785,256 12,011,393 8,981,154 1.32
Data displayed as of  07/31/2014

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 8,018,813 71,883 1.29 0.49 07/31/2014
Fidelity® Contrafund® Premium 7,891,210 -472,700 1.26 1.52 06/30/2014
T. Rowe Price Growth Stock Premium 5,337,700 129,600 0.86 2.66 06/30/2014
Vanguard 500 Index Inv Premium 5,159,907 -12,034 0.83 0.62 07/31/2014
Vanguard Institutional Index I Premium 5,117,668 67,342 0.82 0.62 07/31/2014
SPDR S&P 500 Premium 4,827,589 53,298 0.77 0.61 08/15/2014
VA CollegeAmerica Grth Fund of Amer 529F Premium 4,473,000 1,203,000 0.72 0.69 06/30/2014
SPDR Dow Jones Industrial Average Premium 4,159,241 0 0.66 8.09 08/15/2014
MainStay Large Cap Growth A Premium 3,278,600 -57,800 0.53 3.47 06/30/2014
CREF Stock Premium 2,654,176 -56,754 0.43 0.43 06/30/2014
Total: Top 10 funds Premium 50,917,904 925,835 8.17
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Peer Comparison

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Equity Ownership V  
Go
 
Go
 
Go
Market Cap (Mil USD) 130,978 90,633 87,091 27,885
# of Institution Owners 1,972 1,986 1,605 1,239
# of Fund Owners 3163 2305 2493 1993
% Owned by Institutions 74.22 88.60 86.05 87.54
% Owned by Funds 37.18 38.63 39.94 45.67
% Owned by Insiders 0.07 0.19 0.07 1.08