Equity and Debt

 V

 
Type Mil USD
Equity 27,295.0
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 1,967 7.84 Premium 3,103 10.86
New Owners Premium 227 15.23 Premium 214 57.35
Sold Out Premium 105 -2.78 Premium 122 -16.44
# of Owners Buying Premium 648 10.02 Premium 778 3.46
# of Owners Selling Premium 735 5.60 Premium 842 -4.64
Total Shares Owned (Mil) Premium 472 2.29 Premium 231 4.06
Total Shares Bought (Mil) Premium 32 16.82 Premium 10 -9.71
Total Shares Sold (Mil) Premium 25 3.09 Premium 8 27.51
Net Share Change (Mil) Premium 7 110.94 Premium 2 -56.85

Fund Owners' Style

 V

189 1,582 1,259 Lg
9 22 40 Md
2 -- -- Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 189 2,732,861 444,238 721,893 -9.22
Large Blend 1,582 86,956,573 2,516,378 2,815,375 -0.34
Large Growth 1,259 138,715,736 6,785,988 4,014,133 2.04
Mid Value 9 140,588 7,025 700 4.71
Mid Blend 22 25,110 6,239 8,918 -9.64
Mid Growth 40 1,938,608 1,228 139,950 -6.68
Small Value 2 11,350 -- -- --
Small Blend -- -- -- -- --
Small Growth -- -- -- -- --
Total 3,103 230,520,826 9,761,096 7,700,969 0.9
Data displayed as of  06/30/2014

Equity Ownership

 V

Name Ownership Trend
Previous 8 Qtrs
Shares Change % Total
Shares Held
% Total
Assets
Date
Fidelity® Contrafund® Premium 8,363,910 -382,600 1.33 1.67 05/31/2014
Vanguard Total Stock Mkt Idx Premium 7,946,930 -54,806 1.26 0.48 06/30/2014
SPDR S&P 500 Premium 5,060,463 91,932 0.85 0.63 07/16/2014
T. Rowe Price Growth Stock Premium 5,208,100 -43,800 0.83 2.76 03/31/2014
Vanguard 500 Index Inv Premium 5,171,941 -1,534 0.82 0.61 06/30/2014
Total: Top 5 funds Premium 31,751,344 -390,808 5.09
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Peer Comparison

 V

Equity Ownership V  
Go
 
Go
 
Go
Market Cap (Mil USD) 139,921 100,006 91,497 29,851
# of Institution Owners 1,967 1,973 1,603 1,226
# of Fund Owners 3103 2303 2506 1991
% Owned by Institutions 75.13 89.05 85.95 88.14
% Owned by Funds 36.83 38.21 40.02 43.99
% Owned by Insiders 0.07 0.18 0.07 1.09