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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
AF
401
Alerus Financial
North Dakota
$437K +$24K +293 +6%
KA
402
Kovack Advisors
Florida
$437K +$170K +2,075 +62%
MC
403
Moors & Cabot
Massachusetts
$437K +$173K +2,108 +64%
GP
404
Girard Partners
Pennsylvania
$436K -$80K -977 -15%
NFP
405
Narus Financial Partners
Utah
$433K +$439K +5,357 New
AWE
406
Avidian Wealth Enterprises
Texas
$429K -$748K -9,133 -63%
JWA
407
JFS Wealth Advisors
Pennsylvania
$428K
HS
408
Huntington Steele
Pennsylvania
$419K +$983 +12 +0.2%
AP
409
Advisor Partners
California
$418K -$239K -2,914 -36%
RCA
410
Rowland Carmichael Advisors
Arizona
$415K +$65.9K +805 +19%
JIC
411
Johnson Investment Counsel
Ohio
$414K -$34.2K -418 -8%
WCM
412
Weatherstone Capital Management
Colorado
$409K -$255K -3,109 -38%
AMG
413
Asset Management Group
Connecticut
$407K -$160K -1,953 -28%
BUB
414
BBVA USA Bancshares
Texas
$406K +$15.1K +184 +4%
CCA
415
Checchi Capital Advisers
California
$403K +$409K +4,992 New
SHWM
416
Smith & Howard Wealth Management
Georgia
$401K -$376K -4,591 -48%
Koshinski Asset Management
417
Koshinski Asset Management
Illinois
$401K +$122K +1,491 +43%
OC
418
Oppenheimer & Co
New York
$394K -$194K -2,369 -33%
HL
419
HeadInvest LLC
Maine
$393K
VIA
420
Vantage Investment Advisors
Pennsylvania
$392K +$78.1K +953 +24%
CPIG
421
Chicago Partners Investment Group
Illinois
$391K
ECM
422
Exchange Capital Management
Michigan
$389K -$110K -1,348 -22%
LNB
423
Ledyard National Bank
$388K
ACP
424
Aveo Capital Partners
Colorado
$388K +$393K +4,800 New
DIA
425
Denver Investment Advisors
Colorado
$382K

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.