We are live on ! Find out more
BND icon

Vanguard Total Bond Market

402 hedge funds and large institutions have $18.3B invested in Vanguard Total Bond Market in 2014 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 171 increasing their positions, 93 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

422% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 18

84% more repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 93

36% more funds holding in top 10

Funds holding in top 10: 5676 (+20)

21% more funds holding

Funds holding: 332402 (+70)

11% more capital invested

Capital invested by funds: $16.6B → $18.3B (+$1.76B)

2.45% less ownership

Funds ownership: 78.65%76.2% (-2.4%)

97% less call options, than puts

Call options by funds: $9K | Put options by funds: $272K

Holders
402
Holders Change
+70
Holders Change %
+21.08%
% of All Funds
10.72%
Holding in Top 10
76
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+35.71%
% of All Funds
2.03%
New
94
Increased
171
Reduced
93
Closed
18
Calls
$9K
Puts
$272K
Net Calls
-$263K
Net Calls Change
+$335K
Name Holding Trade Value Shares
Change
Change in
Stake
MWP
251
Moller Wealth Partners
$739K -$20K -243 -3%
P
252
Palladiem
Pennsylvania
$710K +$711K +8,620 New
ANTB
253
AMG National Trust Bank
Colorado
$707K +$708K +8,584 New
BCM
254
Blume Capital Management
California
$700K -$34.3K -416 -5%
ACM
255
Alpha Capital Management
Texas
$700K +$701K +8,500 New
ATC
256
Adirondack Trust Company
New York
$695K
SIA
257
Spruce Investment Advisors
Connecticut
$694K -$5.03K -61 -0.7%
IAM
258
Integre Asset Management
New York
$690K +$136K +1,654 +25%
PWMAG
259
Pinnacle Wealth Management Advisory Group
New Jersey
$686K +$687K +8,325 New
BCA
260
Bernzott Capital Advisors
California
$663K
GW
261
GW & Wade
Massachusetts
$660K +$661K +8,016 New
SFG
262
SNS Financial Group
Minnesota
$647K +$647K +7,849 New
MWM
263
Modera Wealth Management
New Jersey
$637K +$149K +1,806 +30%
LIA
264
LS Investment Advisors
Michigan
$624K
MHS
265
M Holdings Securities
Oregon
$620K -$28.5K -345 -4%
FBNAT
266
FirstMerit Bank N.A. Trustee
Ohio
$612K -$39.7K -481 -6%
ONB
267
Old National Bancorp
Indiana
$607K
EAMA
268
EFG Asset Management (Americas)
Florida
$581K +$226K +2,735 +63%
AW
269
ACG Wealth
Georgia
$560K +$560K +6,793 New
MA
270
MUFG Americas
New York
$556K +$86.6K +1,050 +18%
AMG
271
Asset Management Group
Connecticut
$553K +$5.86K +71 +1%
OIA
272
Optimum Investment Advisors
Illinois
$549K -$24.7K -300 -4%
VCAM
273
Van Cleef Asset Management
Ohio
$536K +$104K +1,256 +24%
HFS
274
HL Financial Services
Kentucky
$525K +$19.1K +231 +4%
NI
275
Numeric Investors
Massachusetts
$519K +$256K +3,100 +97%

BND Hedge Fund Activity: Q4 2014 in Review

402 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Bond Market (BND) for Q4 2014, worth a combined $18.3B — up 11% from $16.6B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new BND positions and 18 closed out — a net gain of 76 holders — while 171 added to existing stakes and 93 trimmed.

The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $869M. The largest seller was Windhaven Investment Management, cutting an estimated $68.3M.

  • 402 institutional investors held Vanguard Total Bond Market (BND) as of Q4 2014, up from 332 in Q3 2014.
  • Funds reported $18.3B of Vanguard Total Bond Market stock for Q4 2014, up 11% quarter-over-quarter.
  • 94 funds opened new Vanguard Total Bond Market positions in Q4 2014 and 18 closed out, a net change of +76 holders.
  • The largest Vanguard Total Bond Market buyer in Q4 2014 was Manulife (Manufacturers Life Insurance), an estimated $869M added.
  • The largest Vanguard Total Bond Market seller in Q4 2014 was Windhaven Investment Management, an estimated $68.3M sold.

Based on aggregated 13F filings for Q4 2014.