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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
HB
326
Homrich & Berg
Georgia
$911K +$924K +11,282 New
CIAS
327
Capital Investment Advisory Services
North Carolina
$910K +$923K +11,269 New
HNB
328
Huntington National Bank
Ohio
$896K -$30.3K -370 -4%
CTA
329
Chesley Taft & Associates
Illinois
$892K -$262K -3,200 -22%
BBA
330
BLB&B Advisors
Pennsylvania
$883K +$52.5K +641 +6%
TI
331
Truepoint Inc
Ohio
$865K +$557K +6,799 +176%
CAI
332
Capital Advisors Inc
Oklahoma
$865K +$877K +10,704 New
Neuberger Berman Group
333
Neuberger Berman Group
New York
$851K -$8.68K -106 -1%
WIC
334
Woodmont Investment Counsel
Tennessee
$849K +$20.8K +254 +2%
MWM
335
Modera Wealth Management
New Jersey
$843K -$115K -1,403 -12%
ATC
336
Adirondack Trust Company
New York
$830K
CAL
337
Capital Analysts LLC
Pennsylvania
$822K -$250K -3,058 -23%
Wolverine Trading
338
Wolverine Trading
Illinois
$822K +$834K +10,177 New
NEAM
339
New England Asset Management
Connecticut
$792K
ECM
340
ETrade Capital Management
Virginia
$784K -$16.3K -199 -2%
VCM
341
Versant Capital Management
Arizona
$784K +$114K +1,391 +17%
BIA
342
Barry Investment Advisors
Massachusetts
$783K -$396K -4,834 -33%
HIS
343
Horizon Investment Services
Indiana
$783K -$261K -3,191 -25%
CSM
344
CAMG Solamere Management
North Carolina
$781K +$793K +9,686 New
MAS
345
Managed Account Services
Florida
$778K +$789K +9,630 New
FTIOP
346
Fiduciary Trust International of Pennsylvania
Pennsylvania
$766K -$47.1K -575 -6%
LGWM
347
Litman Gregory Wealth Management
California
$747K +$228K +2,780 +43%
I
348
IberiaBank
Louisiana
$739K +$190K +2,321 +34%
BCM
349
Bluefin Capital Management
New York
$739K +$750K +9,152 New
GI
350
Glovista Investments
New Jersey
$715K +$385K +4,700 +113%

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.