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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
HCM
576
Horrell Capital Management
Arkansas
$5K -$2.63K -32 -28%
AIS
577
Accurate Investment Solutions
Pennsylvania
$5K +$4.51K +55 New
MFT
578
Moisand Fitzgerald Tamayo
Florida
$4K +$4.27K +52 New
BRC
579
Bell Rock Capital
Delaware
$3K -$2.87K -35 -53%
PCA
580
Peddock Capital Advisors
Massachusetts
$3K +$82 +1 +3%
TCM
581
Tradewinds Capital Management
Washington
$2K
FMII
582
Farmers & Merchants Investments Inc
Nebraska
$2K +$1.89K +23 New
MCIA
583
Mountain Capital Investment Advisors
Colorado
$2K +$2.21K +27 New
SQA
584
Simon Quick Advisors
New Jersey
$1K
Susquehanna International Group
585
Susquehanna International Group
Pennsylvania
-$9.61M -117,119 Closed
SG
586
StoneX Group
New York
-$2.82M -34,470 Closed
DS
587
DRW Securities
Illinois
-$2.32M -28,329 Closed
PAS
588
Park Avenue Securities
New York
-$1.78M -21,965 Closed
SCA
589
Salient Capital Advisors
Texas
-$1.44M -17,617 Closed
EA
590
Efficient Advisors
Ohio
-$1.19M -14,552 Closed
FTIOP
591
Fiduciary Trust International of Pennsylvania
Pennsylvania
-$1.14M -13,974 Closed
SS
592
Simplicity Solutions
Minnesota
-$1.14M -13,900 Closed
TRCT
593
Tower Research Capital (TRC)
New York
-$938K -11,458 Closed
Toronto Dominion Bank
594
Toronto Dominion Bank
Ontario, Canada
-$800K -9,780 Closed
SC
595
Scotia Capital
Ontario, Canada
-$626K -7,644 Closed
CIBC World Market
596
CIBC World Market
Ontario, Canada
-$601K -7,347 Closed
JIC
597
Johnson Investment Counsel
Ohio
-$591K -7,226 Closed
Charles Schwab
598
Charles Schwab
California
-$549K -6,700 Closed
Fidelity International
599
Fidelity International
Bermuda
-$431K -5,271 Closed
BWFM
600
Bridgewater Wealth & Financial Management
Maryland
-$396K -4,838 Closed

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.