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Vanguard Total Bond Market
BND

332 hedge funds and large institutions have $16.6B invested in Vanguard Total Bond Market in 2014 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 156 increasing their positions, 100 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 100

12% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 25

9% more capital invested

Capital invested by funds: $15.2B → $16.6B (+$1.39B)

3.66% more ownership

Funds ownership: 74.99% → 78.65% (+3.7%)

0% more funds holding

Funds holding: 331 → 332 (+1)

2% less funds holding in top 10

Funds holding in top 10: 57 → 56 (-1)

99% less call options, than puts

Call options by funds: $8K | Put options by funds: $606K

Holders
332
Holders Change
+1
Holders Change %
+0.3%
% of All Funds
9.63%
Holding in Top 10
56
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.75%
% of All Funds
1.62%
New
28
Increased
156
Reduced
100
Closed
25
Calls
$8K
Puts
$606K
Net Calls
-$598K
Net Calls Change
+$1.22M

Top Buyers

Rank Fund Capital Flow
1
AUIM
Aegon USA Investment Management
Iowa
+$1.28B
2
Wells Fargo
Wells Fargo
California
+$338M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$202M
4
U
UBS
Switzerland
+$101M
5
B
Bailard
California
+$58.7M

Top Sellers

Rank Fund Capital Flow
1
SCM
Saba Capital Management
New York
-$93.8M
2
DS
DRW Securities
Illinois
-$65.8M
3
WIM
Windhaven Investment Management
Massachusetts
-$43.6M
4
IG
ING Group
Netherlands
-$16.4M
5
BIT
BlackRock Institutional Trust
California
-$14.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
MIAN
226
Mariner Independent Advisor Network
Kansas
$626K – – –
JIR
227
James Investment Research
Ohio
$624K – – –
LIA
228
LS Investment Advisors
Michigan
$621K – – –
ONB
229
Old National Bancorp
Indiana
$604K – – –
NFG
230
Next Financial Group
Texas
$585K +$573K +6,982 +4,364%
OIA
231
Optimum Investment Advisors
Illinois
$570K – – –
MFS
232
MSI Financial Services
Massachusetts
$569K +$45.6K +556 +9%
CT
233
Coastline Trust
Rhode Island
$565K -$56.6K -690 -9%
FAAM
234
First Allied Asset Management
California
$564K +$568K +6,923 New
Comerica Bank
235
Comerica Bank
Texas
$556K -$9.27K -113 -2%
IAM
236
Integre Asset Management
New York
$551K -$11.7K -143 -2%
AMG
237
Asset Management Group
Connecticut
$544K +$3.36K +41 +0.6%
CIA
238
Choate Investment Advisors
Massachusetts
$530K -$283K -3,452 -35%
HIMC
239
Heritage Investors Management Corp
Maryland
$523K – – –
HFS
240
HL Financial Services
Kentucky
$503K +$45.9K +560 +10%
DBIA
241
Dumont & Blake Investment Advisors
New Jersey
$499K -$23.4K -285 -4%
CWM
242
Concert Wealth Management
California
$497K -$127K -1,549 -20%
MWM
243
Modera Wealth Management
New Jersey
$486K +$35.3K +431 +8%
CA
244
Cetera Advisors
Colorado
$483K -$20.2K -246 -4%
MA
245
MUFG Americas
New York
$467K – – –
VC
246
Vicus Capital
Pennsylvania
$464K +$128K +1,555 +38%
JVBC
247
J.V. Bruni & Co
Colorado
$447K – – –
NIM
248
Northeast Investment Management
Massachusetts
$445K +$150K +1,830 +51%
VCAM
249
Van Cleef Asset Management
Ohio
$430K +$65.2K +795 +18%
EK
250
Evensky & Katz
Florida
$425K -$1.9M -23,114 -82%
8 9
10
11 12

BND Hedge Fund Activity: Q3 2014 in Review

332 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Bond Market (BND) for Q3 2014, worth a combined $16.6B — up 9.2% from $15.2B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new BND positions and 25 closed out — a net gain of 3 holders — while 156 added to existing stakes and 100 trimmed.

The largest buyer was Aegon USA Investment Management, adding an estimated $1.28B. The largest seller was Saba Capital Management, exiting entirely with an estimated $93.8M sold.

  • 332 institutional investors held Vanguard Total Bond Market (BND) as of Q3 2014, up from 331 in Q2 2014.
  • Funds reported $16.6B of Vanguard Total Bond Market stock for Q3 2014, up 9.2% quarter-over-quarter.
  • 28 funds opened new Vanguard Total Bond Market positions in Q3 2014 and 25 closed out, a net change of +3 holders.
  • The largest Vanguard Total Bond Market buyer in Q3 2014 was Aegon USA Investment Management, an estimated $1.28B added.
  • The largest Vanguard Total Bond Market seller in Q3 2014 was Saba Capital Management, an estimated $93.8M sold.

Based on aggregated 13F filings for Q3 2014.