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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
UF
351
Univest Financial
Pennsylvania
$200K +$201K +2,434 New
VIA
352
Vantage Investment Advisors
Pennsylvania
$184K
WA
353
WFG Advisors
Texas
$181K -$43.6K -529 -19%
SA
354
SRH Advisors
Kansas
$157K -$74.2K -900 -32%
SIA
355
Stancorp Investment Advisers
Oregon
$133K +$133K +1,613 New
NES
356
New England Securities
New York
$129K +$59.7K +724 +86%
CPIG
357
Chicago Partners Investment Group
Illinois
$126K +$126K +1,526 New
TSW
358
Thompson Siegel & Walmsley
Virginia
$118K
AllianceBernstein
359
AllianceBernstein
Tennessee
$114K +$115K +1,389 New
FA
360
Financial Advantage
Maryland
$111K
BRWM
361
B. Riley Wealth Management
Tennessee
$109K -$412 -5 -0.4%
PFSC
362
Peoples Financial Services Corp
Pennsylvania
$102K
NEAM
363
New England Asset Management
Connecticut
$82K
WA
364
WealthTrust-Arizona
Arizona
$81K -$68.7K -833 -46%
ASN
365
Advisory Services Network
Georgia
$69K +$68K +825 New
HNB
366
Huntington National Bank
Ohio
$64K
BAM
367
Barrett Asset Management
New York
$61K -$74.2K -900 -55%
AIA
368
Alerus Investment Advisors
Minnesota
$58K
Legal & General Group
369
Legal & General Group
United Kingdom
$55K
WCM
370
Wealthcare Capital Management
Virginia
$54K
KTC
371
Kistler-Tiffany Companies
Pennsylvania
$53K -$35K -424 -40%
ANBT
372
American National Bank & Trust
Texas
$50K +$50.4K +611 New
JIC
373
Joel Isaacson & Co
New York
$49K +$49.5K +600 New
S
374
SignatureFD
Georgia
$47K +$46.7K +566 New
AC
375
Alexandria Capital
Virginia
$42K +$39.6K +480 +2,000%

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.