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Vanguard Total Bond Market

583 hedge funds and large institutions have $24.2B invested in Vanguard Total Bond Market in 2017 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 284 increasing their positions, 174 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more repeat investments, than reductions

Existing positions increased: 284 | Existing positions reduced: 174

57% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 35

7% more capital invested

Capital invested by funds: $22.7B → $24.2B (+$1.49B)

6% more funds holding in top 10

Funds holding in top 10: 109115 (+6)

2% more funds holding

Funds holding: 570583 (+13)

2.28% more ownership

Funds ownership: 65.35%67.63% (+2.3%)

5% more call options, than puts

Call options by funds: $541K | Put options by funds: $516K

Holders
583
Holders Change
+13
Holders Change %
+2.28%
% of All Funds
14.53%
Holding in Top 10
115
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+5.5%
% of All Funds
2.87%
New
55
Increased
284
Reduced
174
Closed
35
Calls
$541K
Puts
$516K
Net Calls
+$25K
Net Calls Change
+$1.42M
Name Holding Trade Value Shares
Change
Change in
Stake
FHA
301
First Horizon Advisors
Tennessee
$1.32M +$1.33M +16,172 New
Lazard Asset Management
302
Lazard Asset Management
New York
$1.3M
AWM
303
AE Wealth Management
Kansas
$1.29M -$820 -10 -0.1%
BSW
304
Buckingham Strategic Wealth
Missouri
$1.28M -$310K -3,777 -19%
HNB
305
Huntington National Bank
Ohio
$1.28M
AP
306
Advisors Preferred
Maryland
$1.28M -$379K -4,625 -23%
AFP
307
Ausdal Financial Partners
Iowa
$1.26M -$417K -5,078 -25%
LWAC
308
Laurel Wealth Advisors (California)
California
$1.26M -$50.5K -616 -4%
AC
309
AFAM Capital
Texas
$1.26M -$88.7K -1,081 -7%
EWA
310
EP Wealth Advisors
California
$1.22M -$2.33M -28,357 -66%
SPIA
311
Steward Partners Investment Advisory
New York
$1.22M +$2.05K +25 +0.2%
GC
312
Grimes & Company
Massachusetts
$1.2M +$11.9K +145 +1%
SMDAM
313
Sumitomo Mitsui DS Asset Management
Japan
$1.19M +$826K +10,071 +226%
FWIA
314
Fort Washington Investment Advisors
Ohio
$1.18M -$548K -6,681 -32%
PP
315
Prudential plc
United Kingdom
$1.17M +$230K +2,800 +24%
SMG
316
Spectrum Management Group
Indiana
$1.16M -$2.01M -24,491 -63%
AAM
317
Autus Asset Management
Arizona
$1.15M +$35.7K +435 +3%
BP
318
Ballentine Partners
Massachusetts
$1.15M +$71K +865 +7%
WT
319
Whittier Trust
California
$1.13M -$11.2K -136 -1%
PMG
320
ProVise Management Group
Florida
$1.13M -$3.53K -43 -0.3%
YP
321
Yellowstone Partners
Idaho
$1.11M +$1.11M +13,567 New
ANBT
322
American National Bank & Trust
Texas
$1.08M +$81.6K +995 +8%
1832 Asset Management
323
1832 Asset Management
Ontario, Canada
$1.06M +$469K +5,715 +78%
PCMC
324
Paragon Capital Management (Colorado)
Colorado
$1.05M +$80.8K +985 +8%
PFGIA
325
Patriot Financial Group Insurance Agency
Massachusetts
$1.05M +$126K +1,531 +13%

BND Hedge Fund Activity: Q3 2017 in Review

583 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Bond Market (BND) for Q3 2017, worth a combined $24.2B — up 6.6% from $22.7B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new BND positions and 35 closed out — a net gain of 20 holders — while 284 added to existing stakes and 174 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $681M. The largest seller was Toews Corporation, cutting an estimated $85.5M.

  • 583 institutional investors held Vanguard Total Bond Market (BND) as of Q3 2017, up from 570 in Q2 2017.
  • Funds reported $24.2B of Vanguard Total Bond Market stock for Q3 2017, up 6.6% quarter-over-quarter.
  • 55 funds opened new Vanguard Total Bond Market positions in Q3 2017 and 35 closed out, a net change of +20 holders.
  • The largest Vanguard Total Bond Market buyer in Q3 2017 was Envestnet Asset Management, an estimated $681M added.
  • The largest Vanguard Total Bond Market seller in Q3 2017 was Toews Corporation, an estimated $85.5M sold.

Based on aggregated 13F filings for Q3 2017.