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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
CANC
276
Culbertson A N & Co
Virginia
$1.55M +$329K +4,020 +26%
FUBT
277
First United Bank & Trust
Maryland
$1.55M +$134K +1,640 +9%
AIA
278
Arbor Investment Advisors
North Carolina
$1.51M +$1.53M +18,705 New
DMC
279
Drexel Morgan & Co
Pennsylvania
$1.51M -$25.4K -310 -2%
MML Investors Services
280
MML Investors Services
Massachusetts
$1.47M -$932K -11,377 -38%
LWAC
281
Laurel Wealth Advisors (California)
California
$1.47M -$50.3K -614 -3%
RFA
282
Reilly Financial Advisors
California
$1.46M +$95.8K +1,170 +7%
MWP
283
Moller Wealth Partners
$1.43M +$106K +1,296 +8%
Lazard Asset Management
284
Lazard Asset Management
New York
$1.42M
PFS
285
Prospera Financial Services
Texas
$1.41M +$303K +3,696 +27%
N
286
Natixis
France
$1.41M +$1.06M +12,894 +283%
KWMG
287
King Wealth Management Group
Florida
$1.39M +$132K +1,607 +10%
LPC
288
Loeb Partners Corp
New York
$1.34M
SCA
289
Salient Capital Advisors
Texas
$1.34M
IWMPD
290
Integrated Wealth Management (Palm Desert)
California
$1.33M +$6.22K +76 +0.5%
KeyBank National Association
291
KeyBank National Association
Ohio
$1.32M -$541K -6,605 -29%
AC
292
AFAM Capital
Texas
$1.32M -$1.59M -19,457 -54%
BAC
293
Boys Arnold & Co
North Carolina
$1.29M -$4.18K -51 -0.3%
DWM
294
Destination Wealth Management
California
$1.29M +$216K +2,641 +20%
SFG
295
SNS Financial Group
Minnesota
$1.26M +$155K +1,889 +14%
ZB
296
Zions Bancorporation
Utah
$1.25M -$162K -1,974 -11%
WA
297
WFG Advisors
Texas
$1.24M -$25.9K -316 -2%
DSC
298
Duncker Streett & Co
Missouri
$1.2M -$167K -2,033 -12%
SFA
299
Sequoia Financial Advisors
Ohio
$1.2M +$1.21M +14,832 New
AC
300
Abbrea Capital
California
$1.19M +$1.21M +14,768 New

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.