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Vanguard Total Bond Market

331 hedge funds and large institutions have $15.2B invested in Vanguard Total Bond Market in 2014 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 146 increasing their positions, 109 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 20

34% more repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 109

11% more capital invested

Capital invested by funds: $13.7B → $15.2B (+$1.5B)

3% more funds holding

Funds holding: 320331 (+11)

2% more funds holding in top 10

Funds holding in top 10: 5657 (+1)

0.96% more ownership

Funds ownership: 74.03%74.99% (+0.96%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1.82M

Holders
331
Holders Change
+11
Holders Change %
+3.44%
% of All Funds
9.51%
Holding in Top 10
57
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.79%
% of All Funds
1.64%
New
34
Increased
146
Reduced
109
Closed
20
Calls
Puts
$1.82M
Net Calls
-$1.82M
Net Calls Change
-$1.82M
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
226
Optimum Investment Advisors
Illinois
$572K -$32.7K -400 -5%
Comerica Bank
227
Comerica Bank
Texas
$568K +$52.8K +646 +10%
IAM
228
Integre Asset Management
New York
$564K +$231K +2,824 +70%
PSI
229
Pinnacle Summer Investments
Virginia
$551K
AMG
230
Asset Management Group
Connecticut
$542K +$3.68K +45 +0.7%
PFO
231
Pathstone Family Office
New Jersey
$536K -$3.35K -41 -0.6%
HIMC
232
Heritage Investors Management Corp
Maryland
$525K -$7.85K -96 -1%
MFS
233
MSI Financial Services
Massachusetts
$525K +$37.5K +459 +8%
DBIA
234
Dumont & Blake Investment Advisors
New Jersey
$524K
WSFS
235
Wilmington Savings Fund Society
Delaware
$513K
CA
236
Cetera Advisors
Colorado
$503K +$110K +1,341 +28%
SSB
237
Sandy Spring Bank
Maryland
$496K +$493K +6,037 New
DSC
238
Duncker Streett & Co
Missouri
$493K +$54.8K +670 +13%
LFG
239
LifePlan Financial Group
Ohio
$489K +$49.9K +611 +11%
TF
240
Trutina Financial
Washington
$474K -$130K -1,590 -22%
MA
241
MUFG Americas
New York
$468K
EWM
242
Empirical Wealth Management
Washington
$467K +$139K +1,703 +43%
HFS
243
HL Financial Services
Kentucky
$459K -$88.5K -1,083 -16%
MWM
244
Modera Wealth Management
New Jersey
$452K +$237K +2,903 +112%
JVBC
245
J.V. Bruni & Co
Colorado
$449K
PGFC
246
Peapack-Gladstone Financial Corp
New Jersey
$423K -$135K -1,653 -24%
NB
247
NBT Bank
New York
$419K -$103K -1,265 -20%
RFA
248
Reilly Financial Advisors
California
$419K +$272K +3,322 +185%
RMDI
249
R.M. Davis Inc
Maine
$389K -$2.13K -26 -0.5%
AW
250
ACG Wealth
Georgia
$386K +$383K +4,692 New

BND Hedge Fund Activity: Q2 2014 in Review

331 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Bond Market (BND) for Q2 2014, worth a combined $15.2B — up 11% from $13.7B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new BND positions and 20 closed out — a net gain of 14 holders — while 146 added to existing stakes and 109 trimmed.

The largest buyer was Jones Financial Companies, adding an estimated $202M. The largest seller was State Street, cutting an estimated $76.9M.

  • 331 institutional investors held Vanguard Total Bond Market (BND) as of Q2 2014, up from 320 in Q1 2014.
  • Funds reported $15.2B of Vanguard Total Bond Market stock for Q2 2014, up 11% quarter-over-quarter.
  • 34 funds opened new Vanguard Total Bond Market positions in Q2 2014 and 20 closed out, a net change of +14 holders.
  • The largest Vanguard Total Bond Market buyer in Q2 2014 was Jones Financial Companies, an estimated $202M added.
  • The largest Vanguard Total Bond Market seller in Q2 2014 was State Street, an estimated $76.9M sold.

Based on aggregated 13F filings for Q2 2014.