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Vanguard Total Bond Market

583 hedge funds and large institutions have $24.2B invested in Vanguard Total Bond Market in 2017 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 284 increasing their positions, 174 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more repeat investments, than reductions

Existing positions increased: 284 | Existing positions reduced: 174

57% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 35

7% more capital invested

Capital invested by funds: $22.7B → $24.2B (+$1.49B)

6% more funds holding in top 10

Funds holding in top 10: 109115 (+6)

2% more funds holding

Funds holding: 570583 (+13)

2.28% more ownership

Funds ownership: 65.35%67.63% (+2.3%)

5% more call options, than puts

Call options by funds: $541K | Put options by funds: $516K

Holders
583
Holders Change
+13
Holders Change %
+2.28%
% of All Funds
14.53%
Holding in Top 10
115
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+5.5%
% of All Funds
2.87%
New
55
Increased
284
Reduced
174
Closed
35
Calls
$541K
Puts
$516K
Net Calls
+$25K
Net Calls Change
+$1.42M
Name Holding Trade Value Shares
Change
Change in
Stake
OAM
526
Oppenheimer Asset Management
New York
$108K -$24.4K -297 -18%
ST
527
Smithfield Trust
Pennsylvania
$107K -$21.3K -260 -17%
PFSC
528
Peoples Financial Services Corp
Pennsylvania
$101K
PFBT
529
Parkside Financial Bank & Trust
Missouri
$98K +$93.9K +1,145 +2,436%
PG
530
Patten Group
Tennessee
$96K
SFG
531
SevenBridge Financial Group
Pennsylvania
$87K
NEAM
532
New England Asset Management
Connecticut
$82K
IIC
533
Integrated Investment Consultants
Michigan
$77K
NIC
534
Northwest Investment Counselors
Oregon
$75K +$75.2K +917 New
SFSIG
535
San Francisco Sentry Investment Group
California
$72K +$72.4K +883 New
IP
536
Intellectus Partners
California
$70K +$70.1K +854 New
WAM
537
Wealthspire Advisors (Maryland)
Maryland
$69K +$410 +5 +0.6%
AC
538
Alexandria Capital
Virginia
$64K +$902 +11 +1%
WAP
539
Wealthcare Advisory Partners
Pennsylvania
$60K +$59.8K +729 New
EWM
540
Evercore Wealth Management
New York
$59K
WCM
541
Wealthcare Capital Management
Virginia
$53K
UBS AM
542
UBS AM
Illinois
$52.4K +$33.5K +408 +177%
CWM
543
Cranbrook Wealth Management
Michigan
$47K +$18.7K +228 +66%
FFC
544
First Financial Corp
Indiana
$45K +$45.2K +551 New
MWM
545
MinichMacGregor Wealth Management
New York
$43K
AIM
546
Arcadia Investment Management
Michigan
$41K
HT
547
Heritage Trust
Oklahoma
$41K +$40.6K +495 New
JGIA
548
Jackson Grant Investment Advisers
Connecticut
$38K +$38.3K +467 New
HI
549
Hudock Inc
Pennsylvania
$37K +$164 +2 +0.4%
PCTC
550
Perkins Coie Trust Company
Washington
$35K

BND Hedge Fund Activity: Q3 2017 in Review

583 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Bond Market (BND) for Q3 2017, worth a combined $24.2B — up 6.6% from $22.7B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new BND positions and 35 closed out — a net gain of 20 holders — while 284 added to existing stakes and 174 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $681M. The largest seller was Toews Corporation, cutting an estimated $85.5M.

  • 583 institutional investors held Vanguard Total Bond Market (BND) as of Q3 2017, up from 570 in Q2 2017.
  • Funds reported $24.2B of Vanguard Total Bond Market stock for Q3 2017, up 6.6% quarter-over-quarter.
  • 55 funds opened new Vanguard Total Bond Market positions in Q3 2017 and 35 closed out, a net change of +20 holders.
  • The largest Vanguard Total Bond Market buyer in Q3 2017 was Envestnet Asset Management, an estimated $681M added.
  • The largest Vanguard Total Bond Market seller in Q3 2017 was Toews Corporation, an estimated $85.5M sold.

Based on aggregated 13F filings for Q3 2017.