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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
WCM
476
Windham Capital Management
Massachusetts
$235K
PNC
477
Park National Corp
Ohio
$230K +$819 +10 +0.4%
DIP
478
DT Investment Partners
Pennsylvania
$227K
LNWWM
479
Laird Norton Wetherby Wealth Management
California
$226K
CB
480
Chemical Bank
Michigan
$217K -$126K -1,541 -36%
JCM
481
Jacobi Capital Management
Pennsylvania
$217K -$81.3K -993 -27%
BCM
482
Bienville Capital Management
New York
$215K
SWPG
483
Strategic Wealth Partners Group
Illinois
$214K +$217K +2,651 New
AWMG
484
Alliance Wealth Management Group
New Jersey
$212K
WCM
485
Weik Capital Management
Pennsylvania
$210K +$12.3K +150 +6%
SIA
486
Spruce Investment Advisors
Connecticut
$209K -$4.7M -57,343 -96%
CCB
487
Cutter & Co Brokerage
Missouri
$209K -$122K -1,484 -36%
BCM
488
Brookstone Capital Management
Illinois
$208K -$212K -2,585 -50%
LYV
489
Live Your Vision
Pennsylvania
$208K +$10.8K +132 +5%
HIMC
490
Heritage Investors Management Corp
Maryland
$206K
RTS
491
Round Table Services
New Jersey
$206K +$8.19K +100 +4%
WFG
492
Windsor Financial Group
Minnesota
$205K
MFS
493
Madrona Financial Services
Washington
$202K +$205K +2,500 New
TCOV
494
Trust Company of Vermont
Vermont
$198K +$148K +1,810 +285%
IPC
495
Independent Portfolio Consultants
Florida
$196K -$6.55K -80 -3%
IWM
496
IHT Wealth Management
Illinois
$193K +$196K +2,390 New
Carson Wealth (CWM LLC)
497
Carson Wealth (CWM LLC)
Nebraska
$187K -$20.2K -247 -10%
FPTW
498
Franklin, Parlapiano, Turner & Welch
Texas
$186K
SFS
499
Sowell Financial Services
Arkansas
$178K +$181K +2,210 New
WA
500
WealthTrust-Arizona
Arizona
$161K +$163K +1,989 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.