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Vanguard Total Bond Market

572 hedge funds and large institutions have $20.6B invested in Vanguard Total Bond Market in 2016 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 237 increasing their positions, 169 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 50

40% more repeat investments, than reductions

Existing positions increased: 237 | Existing positions reduced: 169

14% more funds holding in top 10

Funds holding in top 10: 99113 (+14)

10% more funds holding

Funds holding: 522572 (+50)

1.88% more ownership

Funds ownership: 63.6%65.48% (+1.9%)

0% more capital invested

Capital invested by funds: $20.5B → $20.6B (+$75.8M)

18% less call options, than puts

Call options by funds: $962K | Put options by funds: $1.17M

Holders
572
Holders Change
+50
Holders Change %
+9.58%
% of All Funds
14.3%
Holding in Top 10
113
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+14.14%
% of All Funds
2.82%
New
107
Increased
237
Reduced
169
Closed
50
Calls
$962K
Puts
$1.17M
Net Calls
-$210K
Net Calls Change
-$437K
Name Holding Trade Value Shares
Change
Change in
Stake
AFP
226
Ausdal Financial Partners
Iowa
$2.58M -$44.5K -543 -2%
JRP
227
Jasper Ridge Partners
California
$2.55M
Cetera Investment Advisers
228
Cetera Investment Advisers
Illinois
$2.55M +$1.54M +18,755 +146%
HH
229
Hilltop Holdings
Texas
$2.53M -$12.3K -150 -0.5%
FHA
230
Flagship Harbor Advisors
Massachusetts
$2.53M +$2.57M +31,421 New
AFS
231
Access Financial Services
Minnesota
$2.52M +$2.56M +31,195 New
PPA
232
Parametric Portfolio Associates
Washington
$2.51M -$1M -12,223 -28%
HAFS
233
Hapanowicz & Associates Financial Services
Pennsylvania
$2.43M +$2.45M +29,861 New
EWA
234
Exencial Wealth Advisors
Oklahoma
$2.42M +$2.45M +29,972 New
GLA
235
Good Life Advisors
Pennsylvania
$2.4M +$2.42M +29,499 New
NPC
236
National Planning Corporation
California
$2.38M -$4.17M -50,935 -63%
EMA
237
Efficient Market Advisors
California
$2.37M +$387K +4,728 +19%
LPL Financial
238
LPL Financial
California
$2.34M -$443K -5,404 -16%
PP
239
Prudential plc
United Kingdom
$2.34M +$885K +10,800 +59%
PWMAG
240
Pinnacle Wealth Management Advisory Group
New Jersey
$2.33M +$278K +3,390 +13%
ACS
241
Archford Capital Strategies
Illinois
$2.31M +$16.4K +200 +0.7%
EK
242
Evensky & Katz
Florida
$2.27M +$11.7K +143 +0.5%
MA
243
MUFG Americas
New York
$2.25M +$101K +1,230 +5%
FHC
244
First Heartland Consultants
Missouri
$2.24M -$282K -3,438 -11%
GRP
245
Global Retirement Partners
California
$2.2M +$2.23M +27,205 New
CRC
246
Curi RMB Capital
Illinois
$2.18M +$1.91M +23,371 +653%
GAM
247
Gould Asset Management
California
$2.17M +$493K +6,015 +29%
PA
248
Parallel Advisors
California
$2.16M +$2.19M +26,740 New
DWM
249
Darwin Wealth Management
Florida
$2.14M -$667K -8,147 -24%
IF
250
IRON Financial
Illinois
$2.12M -$49.2K -601 -2%

BND Hedge Fund Activity: Q4 2016 in Review

572 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Bond Market (BND) for Q4 2016, worth a combined $20.6B — up 0.37% from $20.5B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new BND positions and 50 closed out — a net gain of 57 holders — while 237 added to existing stakes and 169 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $535M. The largest seller was Wells Fargo, cutting an estimated $176M.

  • 572 institutional investors held Vanguard Total Bond Market (BND) as of Q4 2016, up from 522 in Q3 2016.
  • Funds reported $20.6B of Vanguard Total Bond Market stock for Q4 2016, up 0.37% quarter-over-quarter.
  • 107 funds opened new Vanguard Total Bond Market positions in Q4 2016 and 50 closed out, a net change of +57 holders.
  • The largest Vanguard Total Bond Market buyer in Q4 2016 was Northwestern Mutual Wealth Management, an estimated $535M added.
  • The largest Vanguard Total Bond Market seller in Q4 2016 was Wells Fargo, an estimated $176M sold.

Based on aggregated 13F filings for Q4 2016.