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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
CWM
551
Cranbrook Wealth Management
Michigan
$18K +$2.46K +30 +16%
HCM
552
Horrell Capital Management
Arkansas
$17K +$16.1K +197 +182%
APSP
553
Asset Planning Services (Pennsylvania)
Pennsylvania
$15K
PSUF
554
People's United Financial
Connecticut
$14K
SSB
555
Sandy Spring Bank
Maryland
$14K
M
556
MOTCO
Texas
$13K
WTB
557
Washington Trust Bank
Washington
$12K -$40.9K -499 -77%
Thrivent Financial for Lutherans
558
Thrivent Financial for Lutherans
Minnesota
$12K -$3.6K -44 -23%
KTC
559
Kistler-Tiffany Companies
Pennsylvania
$12K +$573 +7 +5%
SNT
560
Security National Trust
West Virginia
$11K
DBT
561
Dubuque Bank & Trust
Iowa
$10K
DSN
562
D. Scott Neal
Kentucky
$9K
JFA
563
JNBA Financial Advisors
Minnesota
$8K -$100K -1,224 -92%
SFPIA
564
Stevens First Principles Investment Advisors
California
$8K
BRC
565
Bell Rock Capital
Delaware
$7K +$7.54K +92 New
WAM
566
Wolverine Asset Management
Illinois
$6K -$2.38K -29 -27%
JFGIW
567
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$6K +$5.9K +72 New
NR
568
Newfound Research
Massachusetts
$4K -$2.21K -27 -37%
TIM
569
Tortoise Investment Management
New York
$4K +$1.15K +14 +41%
PCA
570
Peddock Capital Advisors
Massachusetts
$2K +$1.64K +20 New
EF
571
Empirical Finance
Pennsylvania
$1K +$491 +6 New
SQA
572
Simon Quick Advisors
New Jersey
$1K +$901 +11 New
NIA
573
Northstar Investment Advisors
Colorado
-$22.1M -265,327 Closed
HMC
574
Higher Moment Capital
Massachusetts
-$22.2M -263,407 Closed
TC
575
Toews Corporation
New Jersey
-$7.49M -89,069 Closed

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.