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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
MAS
401
Madden Advisory Services
Florida
$2K
SFPIA
402
Stevens First Principles Investment Advisors
California
$2K +$2.47K +30 New
SGC
403
South Georgia Capital
Illinois
$1K
BRWA
404
B. Riley Wealth Advisors
Florida
$3 +$3.3K +40 New
Ohio Public Employees Retirement System (OPERS)
405
Ohio Public Employees Retirement System (OPERS)
Ohio
-$23.4M -285,131 Closed
SC
406
SouthState Corp
Florida
-$3.99M -48,680 Closed
WP
407
WMS Partners
Maryland
-$1.33M -16,255 Closed
UBS AM
408
UBS AM
Illinois
-$1.14M -13,920 Closed
PAS
409
Partnervest Advisory Services
California
-$948K -11,571 Closed
FAAM
410
First Allied Asset Management
California
-$564K -6,923 Closed
AI
411
Accredited Investors
Minnesota
-$422K -5,150 Closed
GCM
412
Glaxis Capital Management
Florida
-$377K -4,600 Closed
CFA
413
Cahill Financial Advisors
Minnesota
-$342K -4,170 Closed
WSFS
414
Wilmington Savings Fund Society
Delaware
-$317K -3,872 Closed
HCM
415
Hengehold Capital Management
Ohio
-$312K -3,803 Closed
MPWT
416
MassMutual Private Wealth & Trust
Connecticut
-$249K -3,040 Closed
MCM
417
Maple Capital Management
Vermont
-$216K -2,635 Closed
EIM
418
Emerson Investment Management
Massachusetts
-$148K -1,803 Closed
SSG
419
Summit Securities Group
New York
-$82K -1,000 Closed
VCM
420
Vigilant Capital Management
Maine
-$62K -755 Closed
BWFA
421
Baltimore-Washington Financial Advisors
Maryland
-$34K -415 Closed
EWM
422
Evercore Wealth Management
New York
-$20K -241 Closed
Parallax Volatility Advisers
423
Parallax Volatility Advisers
California
+$82 +1 New

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.