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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
HPBT
376
High Point Bank & Trust
North Carolina
$41K
Bessemer Group
377
Bessemer Group
New Jersey
$41K +$41.2K +500 New
KCM
378
Karp Capital Management
California
$41K +$41.2K +500 New
MBT
379
Monroe Bank & Trust
Michigan
$38K +$38.1K +462 New
TIM
380
Tortoise Investment Management
New York
$28K +$1.4K +17 +5%
AP
381
Atwood & Palmer
Missouri
$27K
LWA
382
Lenox Wealth Advisors
New York
$27K
TDC
383
Thompson Davis & Co
Virginia
$25K
RC
384
RegentAtlantic Capital
New Jersey
$24.2K +$24.2K +294 New
MA
385
MCF Advisors
Kentucky
$24K +$247 +3 +1%
CFA
386
Carroll Financial Associates
North Carolina
$24K +$23.9K +290 New
PO
387
Private Ocean
California
$14K +$165 +2 +1%
Northern Trust
388
Northern Trust
Illinois
$13K +$5.86K +71 +0.5%
RMAM
389
Raab & Moskowitz Asset Management
New Jersey
$13K +$12.7K +154 New
WRM
390
Westport Resources Management
Connecticut
$11K -$165 -2 -2%
SNT
391
Security National Trust
West Virginia
$11K
PSUF
392
People's United Financial
Connecticut
$11K +$1.65K +20 +17%
SFWA
393
Summit Financial Wealth Advisors
Louisiana
$10K +$10.3K +125 New
ACS
394
Archford Capital Strategies
Illinois
$9K +$8.66K +105 New
OFS
395
Orrstown Financial Services
Pennsylvania
$8K -$177K -2,150 -96%
MWP
396
MYCIO Wealth Partners
Pennsylvania
$8K
FWM
397
Focused Wealth Management
New York
$6K
GWA
398
Genesis Wealth Advisors
Massachusetts
$4.16K +$4.12K +50 New
NC
399
NewSquare Capital
Pennsylvania
$4K
TWA
400
TCI Wealth Advisors
Arizona
$4K

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.