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Vanguard Total Bond Market

521 hedge funds and large institutions have $20.4B invested in Vanguard Total Bond Market in 2016 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 262 increasing their positions, 143 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more call options, than puts

Call options by funds: $480K | Put options by funds: $253K

83% more repeat investments, than reductions

Existing positions increased: 262 | Existing positions reduced: 143

59% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 29

3% more funds holding

Funds holding: 508521 (+13)

3% less capital invested

Capital invested by funds: $21.1B → $20.4B (-$660M)

3.57% less ownership

Funds ownership: 66.93%63.36% (-3.6%)

6% less funds holding in top 10

Funds holding in top 10: 10498 (-6)

Holders
521
Holders Change
+13
Holders Change %
+2.56%
% of All Funds
13.9%
Holding in Top 10
98
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-5.77%
% of All Funds
2.61%
New
46
Increased
262
Reduced
143
Closed
29
Calls
$480K
Puts
$253K
Net Calls
+$227K
Net Calls Change
+$489K
Name Holding Trade Value Shares
Change
Change in
Stake
1832 Asset Management
426
1832 Asset Management
Ontario, Canada
$254K
FA
427
Financial Advantage
Maryland
$253K +$22.6K +268 +10%
ST
428
Smithfield Trust
Pennsylvania
$251K
WCM
429
Windham Capital Management
Massachusetts
$245K
PNC
430
Park National Corp
Ohio
$238K
WPW
431
Waldron Private Wealth
Pennsylvania
$237K +$8.42K +100 +4%
DIP
432
DT Investment Partners
Pennsylvania
$236K
LNWWM
433
Laird Norton Wetherby Wealth Management
California
$236K +$5.05K +60 +2%
BW
434
Bison Wealth
Georgia
$232K -$11.4K -135 -5%
HFS
435
HL Financial Services
Kentucky
$232K -$8.42K -100 -3%
Lido Advisors
436
Lido Advisors
California
$232K +$2.69K +32 +1%
Mariner
437
Mariner
Kansas
$226K +$226K +2,683 New
BCM
438
Bienville Capital Management
New York
$224K +$224K +2,660 New
MWM
439
Merriman Wealth Management
Washington
$222K +$222K +2,636 New
AWMG
440
Alliance Wealth Management Group
New Jersey
$220K +$221K +2,620 New
Carson Wealth (CWM LLC)
441
Carson Wealth (CWM LLC)
Nebraska
$216K +$101K +1,194 +87%
HIMC
442
Heritage Investors Management Corp
Maryland
$215K
VSWA
443
Vontobel Swiss Wealth Advisors
Switzerland
$215K +$215K +2,557 New
JIR
444
James Investment Research
Ohio
$212K +$23.8K +283 +13%
IPC
445
Independent Portfolio Consultants
Florida
$211K -$29.5K -350 -12%
AC
446
Addison Capital
Pennsylvania
$208K -$2.52K -30 -1%
IFS
447
Ifrah Financial Services
Arkansas
$207K -$3.87K -46 -2%
WCM
448
Weik Capital Management
Pennsylvania
$206K +$206K +2,450 New
RTS
449
Round Table Services
New Jersey
$206K +$206K +2,453 New
LYV
450
Live Your Vision
Pennsylvania
$205K +$206K +2,442 New

BND Hedge Fund Activity: Q3 2016 in Review

521 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Bond Market (BND) for Q3 2016, worth a combined $20.4B — down 3.1% from $21.1B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new BND positions and 29 closed out — a net gain of 17 holders — while 262 added to existing stakes and 143 trimmed.

The largest buyer was Wells Fargo, adding an estimated $213M. The largest seller was Windhaven Investment Management, cutting an estimated $317M.

  • 521 institutional investors held Vanguard Total Bond Market (BND) as of Q3 2016, up from 508 in Q2 2016.
  • Funds reported $20.4B of Vanguard Total Bond Market stock for Q3 2016, down 3.1% quarter-over-quarter.
  • 46 funds opened new Vanguard Total Bond Market positions in Q3 2016 and 29 closed out, a net change of +17 holders.
  • The largest Vanguard Total Bond Market buyer in Q3 2016 was Wells Fargo, an estimated $213M added.
  • The largest Vanguard Total Bond Market seller in Q3 2016 was Windhaven Investment Management, an estimated $317M sold.

Based on aggregated 13F filings for Q3 2016.