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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
KBFS
451
Kohmann Bosshard Financial Services
Ohio
$297K +$302K +3,681 New
TF
452
Trutina Financial
Washington
$289K
Fidelity International
453
Fidelity International
Bermuda
$289K +$20.1K +245 +7%
SB
454
Simmons Bank
Arkansas
$287K -$19.2K -235 -6%
GS
455
Girard Securities
California
$282K +$286K +3,491 New
TF
456
Tompkins Financial
New York
$281K +$285K +3,480 New
CFA
457
Cahill Financial Advisors
Minnesota
$278K +$281K +3,431 New
BJL
458
Brighton Jones LLC
Washington
$274K -$202K -2,469 -42%
TFCP
459
Twin Focus Capital Partners
Massachusetts
$270K +$1.39K +17 +0.5%
WA
460
WBH Advisory
Maryland
$270K +$17.9K +219 +7%
PS
461
Portfolio Solutions
Michigan
$267K -$5.16K -63 -2%
GIA
462
Guyasuta Investment Advisors
Pennsylvania
$267K +$1.72K +21 +0.6%
BAM
463
Barrett Asset Management
New York
$262K -$19.2K -235 -7%
ST
464
Smithfield Trust
Pennsylvania
$262K +$22K +268 +9%
WI
465
Wintrust Investments
Illinois
$258K +$82 +1 +0%
NG
466
Northstar Group
New York
$252K
CWM
467
Concert Wealth Management
California
$250K -$990K -12,088 -80%
TWA
468
TCI Wealth Advisors
Arizona
$249K +$71.3K +871 +39%
HFS
469
HL Financial Services
Kentucky
$245K +$21.9K +267 +10%
TSS
470
Two Sigma Securities
New York
$243K -$281K -3,433 -53%
FA
471
Financial Advantage
Maryland
$243K
HPC
472
HM Payson & Co
Maine
$241K -$65.5K -800 -21%
AWM
473
AE Wealth Management
Kansas
$241K +$244K +2,978 New
VC
474
Vicus Capital
Pennsylvania
$240K -$449K -5,479 -65%
CCM
475
Canal Capital Management
Virginia
$237K +$240K +2,931 New

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.